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

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  • Net Change on 11-12-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 250 Small Cap -3.02 -0.18 -8.49 N/A N/A -16.85

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.)
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -8.62 8.13 8.26 2.08 9,033.69
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -3.64 7.58 9.63 2.16 8,435.53
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -4.31 2.08 6.22 1.84 6,952.59
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 -6.58 7.77 10.25 1.96 6,005.61
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated 0.01 0.59 7.42 2.01 4,830.51

Fund Holdings as on 30-November-2019

  • Orient Electric Ltd

  • Creditaccess Grameen Ltd

  • JK Cement Ltd

  • Grindwell Norton Ltd

  • Navin Fluorine International Ltd

  • Tube Investments of India Ltd

  • TCNS Clothing Co. Ltd

  • Thyrocare Technologies Ltd

  • Timken India Ltd

  • KEI Industries Ltd

  • INOX Leisure Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Ador Welding Ltd

  • KSB Ltd

  • HeidelbergCement India Ltd

  • Share Application Money pending Allotment

  • MM Forgings Ltd

  • Equitas Holdings Ltd

  • Ashoka Buildcon Ltd

  • Blue Star Ltd

  • Vesuvius India Ltd

  • Kalpataru Power Transmission Ltd

  • Accelya Solutions India Ltd

  • Kennametal India Ltd

  • ESAB India Ltd

  • Thomas Cook (India) Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Sundaram Clayton Ltd

  • NRB Bearing Ltd

  • DCB Bank Ltd

  • INEOS Styrolution India Ltd

  • Rane Holdings Ltd

  • Transport Corporation of India Ltd

  • Carborundum Universal Ltd

  • Raymond Ltd

  • Shanthi Gears Ltd

  • Reverse Repo

  • Lemon Tree Hotels Ltd

  • Salzer Electronics Ltd

  • KPIT Technologies Ltd

  • Century Plyboards (India) Ltd

  • Affle (India) Ltd

  • Ingersoll Rand (India) Ltd

  • Aavas Financiers Ltd

  • Heritage Foods Ltd

  • Greenlam Industries Ltd

  • Healthcare Global Enterprises Ltd

  • Oriental Hotels Ltd

  • GNA Axles Ltd

  • Himatsingka Seide Ltd

  • Ujjivan Financial Services Ltd

  • Subros Ltd

  • India Nippon Electricals Ltd

  • Take Solutions Ltd

  • NCC Ltd

  • Cash and Other Net Current Assets

  • Magma Fincorp Ltd

  • Hikal Ltd

  • Arvind Fashions Ltd

  • Muthoot Capital Services Ltd

  • Indostar Capital Finance Ltd

  • Agro Tech Foods Ltd

  • Khadim India Ltd

  • Rajapalayam Mills Ltd

  • IIFL Securities Ltd

  • S Chand and Company Ltd

  • Brigade Enterprises Ltd

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  • Finance - NBFC

  • Cement & Construction Materials

  • Auto Ancillary

  • Chemicals

  • Abrasives

  • Air Conditioners

  • Bearings

  • Textile

  • Electrodes & Welding Equipment

  • Cable

  • Household & Personal Products

  • IT - Software

  • Hotel, Resort & Restaurants

  • Cycles

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Forgings

  • Refractories

  • Transmission Towers / Equipments

  • Engineering

  • Finance - Investment

  • Consumer Food

  • Travel Services

  • Bank - Private

  • Retailing

  • Logistics

  • Textile - Weaving

  • Wood & Wood Products

  • Telecommunication - Equipment

  • Compressors / Pumps

  • Finance - Housing

  • Laminates/Decoratives

  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Textile - Spinning

  • Printing And Publishing

  • Construction - Real Estate

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About Sundaram Emerging Small Cap - Series IV

Scheme Analysis

Sundaram Emerging Small Cap - Series IV is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 11-Jun-2018 and currently has an AUM of ₹102.68 crore. Sundaram Emerging Small Cap - Series IV is benchmarked against S&P BSE 250 Small Cap as primary index.

The NAV of Sundaram Emerging Small Cap - Series IV ended down ₹-0.03(-0.28%)yesterday to ₹9.00.

Among its top 3 holdings the fund has exposure to Orient Electric Ltd, Creditaccess Grameen Ltd and JK Cement Ltd

The Sundaram Emerging Small Cap - Series IV is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

  • Unrated

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