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

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  • Net Change on 24-09-2020

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Fund Overview Growth | Direct Plan

  • Fund House

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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 -5.50 14.39 -3.16 N/A N/A -11.97

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 6.06 2.03 11.46 1.18 9,285.32
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated -7.84 -0.20 8.78 0.91 8,645.20
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -8.12 -5.56 4.97 1.09 5,701.65
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -7.73 -4.41 8.58 0.90 5,252.23
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 9.50 -0.95 7.45 1.17 5,149.02

Fund Holdings as on 31-August-2020

  • Navin Fluorine International Ltd

  • Tube Investments of India Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Grindwell Norton Ltd

  • KEI Industries Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Timken India Ltd

  • Orient Electric Ltd

  • HeidelbergCement India Ltd

  • INOX Leisure Ltd

  • KSB Ltd

  • TCNS Clothing Co. Ltd

  • The Phoenix Mills Ltd

  • Accelya Solutions India Ltd

  • ESAB India Ltd

  • Heritage Foods Ltd

  • Vesuvius India Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

  • India Nippon Electricals Ltd

  • Affle (India) Ltd

  • Blue Star Ltd

  • Shanthi Gears Ltd

  • Hikal Ltd

  • Sundaram Clayton Ltd

  • Kennametal India Ltd

  • IIFL Securities Ltd

  • Creditaccess Grameen Ltd

  • NRB Bearing Ltd

  • Ingersoll Rand (India) Ltd

  • INEOS Styrolution India Ltd

  • Westlife Development Ltd

  • Rajapalayam Mills Ltd

  • DCB Bank Ltd

  • Indoco Remedies Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Subros Ltd

  • Alembic Pharmaceuticals Ltd

  • Quess Corp Ltd

  • Kalpataru Power Transmission Ltd

  • Healthcare Global Enterprises Ltd

  • Rane Holdings Ltd

  • Carborundum Universal Ltd

  • Transport Corporation of India Ltd

  • Equitas Holdings Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Salzer Electronics Ltd

  • KPIT Technologies Ltd

  • Century Plyboards (India) Ltd

  • Thomas Cook (India) Ltd

  • Ador Welding Ltd

  • Muthoot Capital Services Ltd

  • Arvind Fashions Ltd

  • TREPS

  • Navneet Education Ltd

  • Lemon Tree Hotels Ltd

  • Oriental Hotels Ltd

  • Magma Fincorp Ltd

  • Raymond Ltd

  • Himatsingka Seide Ltd

  • Agro Tech Foods Ltd

  • Ultramarine & Pigments Ltd

  • Take Solutions Ltd

  • Khadim India Ltd

  • Greenlam Industries Ltd

  • Reverse Repo

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  • Chemicals

  • Cement & Construction Materials

  • Auto Ancillary

  • Cycles

  • Abrasives

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Bearings

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Cable

  • IT - Software

  • Electrodes & Welding Equipment

  • Miscellaneous

  • Finance - Investment

  • Textile

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Film Production, Distribution & Entertainment

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Forgings

  • Refractories

  • Telecommunication - Equipment

  • Engineering

  • Compressors / Pumps

  • Finance - Others

  • Textile - Spinning

  • Bank - Private

  • Transmission Towers / Equipments

  • Retailing

  • Logistics

  • Fertilizers

  • Wood & Wood Products

  • Travel Services

  • Printing And Publishing

  • Textile - Weaving

  • Laminates/Decoratives

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  • Cash

  • Equity

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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 ₹19.17 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 down ₹-0.24(-2.39%)yesterday to ₹9.7556.

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 Ratish Varier.

Fund House Contact

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

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