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

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Fund Overview Growth | Regular Plan

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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 6.16 23.61 107.39 17.42 16.80 20.82

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 - Growth Plan - Growth Option Sep 16, 2010 115.26 22.30 22.26 1.98 15,353.12
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 109.82 16.32 19.11 1.83 12,459.50
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 89.52 21.79 21.93 1.93 9,091.47
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 100.04 20.78 15.72 1.90 7,630.47
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated 112.14 14.86 18.51 1.90 6,860.45

Fund Holdings as on 30-June-2021

  • Navin Fluorine International Ltd

  • Grindwell Norton Ltd

  • Ador Welding Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • Rossari Biotech Ltd

  • Equitas Holdings Ltd

  • MM Forgings Ltd

  • KSB Ltd

  • Orient Electric Ltd

  • KPIT Technologies Ltd

  • Reverse Repo

  • Century Plyboards (India) Ltd

  • Thyrocare Technologies Ltd

  • Persistent Systems Ltd

  • Healthcare Global Enterprises Ltd

  • Sundaram Clayton Ltd

  • HeidelbergCement India Ltd

  • INOX Leisure Ltd

  • Tube Investments of India Ltd

  • Laurus Labs Ltd

  • Indoco Remedies Ltd

  • Kennametal India Ltd

  • Khadim India Ltd

  • TREPS

  • Heritage Foods Ltd

  • Affle (India) Ltd

  • Quess Corp Ltd

  • Ashoka Buildcon Ltd

  • Cyient Ltd

  • Kalpataru Power Transmission Ltd

  • Indostar Capital Finance Ltd

  • Timken India Ltd

  • Stove Kraft Ltd

  • Green Panel Industries Ltd

  • Brigade Enterprises Ltd

  • Transport Corporation of India Ltd

  • Blue Star Ltd

  • Tata Metaliks Ltd

  • CG Power and Industrial Solutions Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Home First Finance Company Ltd

  • IDFC Ltd

  • ESAB India Ltd

  • TCNS Clothing Co. Ltd

  • EID Parry India Ltd

  • The Phoenix Mills Ltd

  • Happiest Minds Technologies Limited

  • India Nippon Electricals Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Vesuvius India Ltd

  • Himatsingka Seide Ltd

  • Can Fin Homes Ltd

  • CCL Products (India) Ltd

  • Easy Trip Planners Ltd

  • Navneet Education Ltd

  • Carborundum Universal Ltd

  • Westlife Development Ltd

  • UPL Ltd

  • Rajapalayam Mills Ltd

  • DCB Bank Ltd

  • Rane Holdings Ltd

  • Creditaccess Grameen Ltd

  • International Paper APPM Ltd

  • IIFL Securities Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Oriental Hotels Ltd

  • Valiant Organics Ltd

  • GNA Axles Ltd

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • SIS Ltd

  • Ramco Systems Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Chemicals

  • Finance - NBFC

  • Abrasives

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Electrodes & Welding Equipment

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Wood & Wood Products

  • Construction - Real Estate

  • Air Conditioners

  • Cable

  • Forgings

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Housing

  • Hospital & Healthcare Services

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Cycles

  • Engineering

  • Retailing

  • Telecommunication - Equipment

  • Consumer Food

  • Engineering - Construction

  • Transmission Towers / Equipments

  • Bearings

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Sugar

  • Refractories

  • Tea/Coffee

  • Travel Services

  • Printing And Publishing

  • Pesticides & Agrochemicals

  • Finance - Others

  • Textile - Spinning

  • Bank - Private

  • Paper & Paper Products

  • Fertilizers

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

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  • Cash

  • Equity

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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 ₹237.74 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 up ₹0.04(0.3%)yesterday to ₹13.8967.

Among its top 3 holdings the fund has exposure to Navin Fluorine International 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