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

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  • Net Change on 16-04-2021

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -2.96 10.36 97.77 1.90 N/A 0.98

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 102.29 10.45 19.92 1.01 12,473.67
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 94.63 6.47 16.90 1.00 10,050.26
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 85.92 12.14 20.89 0.89 7,569.83
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 93.35 7.35 14.16 1.08 6,454.99
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 84.43 3.87 11.97 1.07 6,299.66

Fund Holdings as on 31-March-2021

  • Grindwell Norton Ltd

  • HeidelbergCement India Ltd

  • Navin Fluorine International Ltd

  • KSB Ltd

  • Subros Ltd

  • Orient Electric Ltd

  • TREPS

  • Kennametal India Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • ESAB India Ltd

  • Healthcare Global Enterprises Ltd

  • Timken India Ltd

  • Westlife Development Ltd

  • Vesuvius India Ltd

  • Cummins India Ltd

  • Tube Investments of India Ltd

  • Gujarat Pipavav Port Ltd

  • Sanofi India Ltd

  • Whirlpool of India Ltd

  • Equitas Holdings Ltd

  • Quess Corp Ltd

  • Schaeffler India Ltd

  • Pfizer Ltd

  • Kansai Nerolac Paints Ltd

  • Hikal Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Transport Corporation of India Ltd

  • Castrol India Ltd

  • INOX Leisure Ltd

  • INEOS Styrolution India Ltd

  • Happiest Minds Technologies Limited

  • Cyient Ltd

  • India Nippon Electricals Ltd

  • The Phoenix Mills Ltd

  • Triveni Turbine Ltd

  • Creditaccess Grameen Ltd

  • IDFC Ltd

  • CG Power and Industrial Solutions Ltd

  • Bosch Ltd

  • United Spirits Ltd

  • Tata Metaliks Ltd

  • ITD Cementation India Ltd

  • GMM Pfaudler Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Laurus Labs Ltd

  • Stove Kraft Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Carborundum Universal Ltd

  • Himatsingka Seide Ltd

  • Rane Holdings Ltd

  • Ingersoll Rand (India) Ltd

  • Home First Finance Company India Ltd

  • Reverse Repo

  • Burger King India Ltd

  • Khadim India Ltd

  • Alembic Pharmaceuticals Ltd

  • Lemon Tree Hotels Ltd

  • Blue Star Ltd

  • Easy Trip Planners Ltd

  • Arvind Fashions Ltd

  • Indian Terrain Fashions Ltd

  • Cash and Other Net Current Assets

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  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Abrasives

  • Chemicals

  • Miscellaneous

  • Finance - NBFC

  • Bearings

  • Cement & Construction Materials

  • Air Conditioners

  • Engineering

  • IT - Software

  • Electrodes & Welding Equipment

  • Finance - Others

  • Refractories

  • Diesel Engines

  • Cycles

  • Port

  • Paints

  • Fertilizers

  • Logistics

  • Lubricants

  • Film Production, Distribution & Entertainment

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Electric Equipment

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Breweries & Distilleries

  • Engineering - Construction

  • Retailing

  • Household & Personal Products

  • Finance - Investment

  • Compressors / Pumps

  • Finance - Housing

  • Travel Services

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  • Cash

  • Equity

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About Sundaram Emerging Small Cap - Series VII

Scheme Analysis

Sundaram Emerging Small Cap - Series VII is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 28-Sep-2018 and currently has an AUM of ₹98.13 crore. Sundaram Emerging Small Cap - Series VII is benchmarked against S&P BSE 250 Small Cap as primary index.

The NAV of Sundaram Emerging Small Cap - Series VII ended up ₹0.15(1.03%)yesterday to ₹14.7128.

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

The Sundaram Emerging Small Cap - Series VII 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