Sundaram Emerging Small Cap - Series I - Growth - Direct Plan

  • Previous Nav

  • Net Change on 18-06-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE Small-Cap 7.88 20.91 103.53 13.55 16.58 20.41

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 110.36 18.41 22.54 1.02 14,317.79
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 107.39 13.29 19.90 0.87 11,574.19
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 90.88 20.05 23.37 0.85 8,664.09
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 95.07 16.05 15.60 1.02 7,250.52
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 96.71 9.80 13.40 1.05 6,657.08

Fund Holdings as on 31-May-2021

  • Grindwell Norton Ltd

  • Navin Fluorine International Ltd

  • Rossari Biotech Ltd

  • JK Cement Ltd

  • Equitas Holdings Ltd

  • KSB Ltd

  • Orient Electric Ltd

  • KEI Industries Ltd

  • KPIT Technologies Ltd

  • Century Plyboards (India) Ltd

  • Ador Welding Ltd

  • Affle (India) Ltd

  • Sundaram Clayton Ltd

  • HeidelbergCement India Ltd

  • Tube Investments of India Ltd

  • Persistent Systems Ltd

  • MM Forgings Ltd

  • Kennametal India Ltd

  • Thyrocare Technologies Ltd

  • Indoco Remedies Ltd

  • The India Cements Ltd

  • Healthcare Global Enterprises Ltd

  • Transport Corporation of India Ltd

  • Kalpataru Power Transmission Ltd

  • Cyient Ltd

  • CG Power and Industrial Solutions Ltd

  • Indostar Capital Finance Ltd

  • Timken India Ltd

  • Ashoka Buildcon Ltd

  • INOX Leisure Ltd

  • Quess Corp Ltd

  • Home First Finance Company Ltd

  • IDFC Ltd

  • Blue Star Ltd

  • Laurus Labs Ltd

  • Brigade Enterprises Ltd

  • TREPS

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Easy Trip Planners Ltd

  • Heritage Foods Ltd

  • Tata Metaliks Ltd

  • ESAB India Ltd

  • TCNS Clothing Co. Ltd

  • Stove Kraft Ltd

  • The Phoenix Mills Ltd

  • Vesuvius India Ltd

  • India Nippon Electricals Ltd

  • NRB Bearing Ltd

  • UPL Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • CCL Products (India) Ltd

  • Carborundum Universal Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Happiest Minds Technologies Limited

  • Can Fin Homes Ltd

  • Westlife Development Ltd

  • DCB Bank Ltd

  • Himatsingka Seide Ltd

  • Green Panel Industries Ltd

  • Rajapalayam Mills Ltd

  • Navneet Education Ltd

  • IIFL Securities Ltd

  • Andhra Paper Ltd

  • Rane Holdings Ltd

  • Khadim India Ltd

  • Creditaccess Grameen Ltd

  • Oriental Hotels Ltd

  • Multi Commodity Exchange of India Ltd

  • Valiant Organics Ltd

  • GNA Axles Ltd

  • Safari Industries (India) Ltd

  • Alembic Pharmaceuticals Ltd

  • Ramco Systems Ltd

  • Lemon Tree Hotels Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

  • Arvind Fashions Ltd

View More
  • IT - Software

  • Chemicals

  • Cement & Construction Materials

  • Finance - NBFC

  • Abrasives

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Electrodes & Welding Equipment

  • Wood & Wood Products

  • Air Conditioners

  • Construction - Real Estate

  • Bearings

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Cable

  • Textile

  • Telecommunication - Equipment

  • Cycles

  • Forgings

  • Finance - Investment

  • Engineering

  • Hospital & Healthcare Services

  • Logistics

  • Transmission Towers / Equipments

  • Electric Equipment

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Travel Services

  • Consumer Food

  • Steel/Sponge Iron/Pig Iron

  • Refractories

  • Hotel, Resort & Restaurants

  • Retailing

  • Fertilizers

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Finance - Others

  • Bank - Private

  • Textile - Spinning

  • Printing And Publishing

  • Paper & Paper Products

  • Finance - Stock Broking

View More
  • Cash

  • Equity

View More

About Sundaram Emerging Small Cap - Series I

Scheme Analysis

Sundaram Emerging Small Cap - Series I is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 09-Mar-2018 and currently has an AUM of ₹222.26 crore. Sundaram Emerging Small Cap - Series I is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Emerging Small Cap - Series I ended down ₹-0.09(-0.69%)yesterday to ₹12.6518.

Among its top 3 holdings the fund has exposure to Grindwell Norton Ltd, and

The Sundaram Emerging Small Cap - Series I is managed by Dwijendra Srivastava and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156