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

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  • Net Change on 20-02-2020

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Fund Overview Growth | Direct Plan

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  • 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. 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 250 Small Cap -0.86 8.40 7.33 N/A N/A -11.35

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 - Direct Growth Plan Jan 01, 2013 0.82 9.48 10.34 0.88 9,872.22
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 18.15 10.45 12.18 1.16 9,063.88
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 5.38 2.76 7.12 1.10 7,187.70
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 4.53 6.52 10.86 0.70 6,123.41
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 18.82 2.61 9.20 1.13 5,264.19

Fund Holdings as on 31-January-2020

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • Grindwell Norton Ltd

  • KEI Industries Ltd

  • Tube Investments of India Ltd

  • Creditaccess Grameen Ltd

  • TREPS

  • INOX Leisure Ltd

  • Thyrocare Technologies Ltd

  • MM Forgings Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • KSB Ltd

  • JM Financial Ltd

  • TCNS Clothing Co. Ltd

  • ESAB India Ltd

  • HeidelbergCement India Ltd

  • Equitas Holdings Ltd

  • Timken India Ltd

  • Blue Star Ltd

  • Vesuvius India Ltd

  • Quess Corp Ltd

  • Accelya Solutions India Ltd

  • Sundaram Clayton Ltd

  • Kalpataru Power Transmission Ltd

  • IIFL Securities Ltd

  • Kennametal India Ltd

  • Rajapalayam Mills Ltd

  • India Nippon Electricals Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Rane Holdings Ltd

  • DCB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • INEOS Styrolution India Ltd

  • Heritage Foods Ltd

  • GMM Pfaudler Ltd

  • Shanthi Gears Ltd

  • Transport Corporation of India Ltd

  • Carborundum Universal Ltd

  • Subros Ltd

  • Ingersoll Rand (India) Ltd

  • Hikal Ltd

  • Salzer Electronics Ltd

  • Affle (India) Ltd

  • KPIT Technologies Ltd

  • Thomas Cook (India) Ltd

  • Arvind Fashions Ltd

  • Raymond Ltd

  • Lemon Tree Hotels Ltd

  • Healthcare Global Enterprises Ltd

  • Century Plyboards (India) Ltd

  • Muthoot Capital Services Ltd

  • NRB Bearing Ltd

  • Ador Welding Ltd

  • NCC Ltd

  • Magma Fincorp Ltd

  • Himatsingka Seide Ltd

  • Oriental Hotels Ltd

  • Take Solutions Ltd

  • Ujjivan Financial Services Ltd

  • Greenlam Industries Ltd

  • Khadim India Ltd

  • Aavas Financiers Ltd

  • Agro Tech Foods Ltd

  • Cash and Other Net Current Assets

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  • Finance - NBFC

  • Cement & Construction Materials

  • Finance - Investment

  • Auto Ancillary

  • Chemicals

  • Abrasives

  • Air Conditioners

  • Cable

  • Engineering - Industrial Equipments

  • IT - Software

  • Cycles

  • Miscellaneous

  • Electrodes & Welding Equipment

  • Textile

  • Hotel, Resort & Restaurants

  • Bank - Private

  • Film Production, Distribution & Entertainment

  • Bearings

  • Hospital & Healthcare Services

  • Forgings

  • Refractories

  • Consumer Food

  • Transmission Towers / Equipments

  • Engineering

  • Textile - Spinning

  • Retailing

  • Logistics

  • Compressors / Pumps

  • Pharmaceuticals & Drugs

  • Telecommunication - Equipment

  • Travel Services

  • Textile - Weaving

  • Wood & Wood Products

  • Engineering - Construction

  • Finance Term Lending

  • Laminates/Decoratives

  • Finance - Housing

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About Sundaram Emerging Small Cap - Series VI

Scheme Analysis

Sundaram Emerging Small Cap - Series VI is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 07-Sep-2018 and currently has an AUM of ₹21.87 crore. Sundaram Emerging Small Cap - Series VI is benchmarked against S&P BSE 250 Small Cap as primary index.

The NAV of Sundaram Emerging Small Cap - Series VI ended up ₹0.06(0.55%)yesterday to ₹11.7261.

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

The Sundaram Emerging Small Cap - Series VI 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

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