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

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Fund Overview Growth | Direct Plan

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  • 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 7.08 18.14 104.86 10.11 N/A 5.48

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 110.36 18.41 22.54 1.02 14,317.79
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 107.39 13.29 19.90 0.87 11,574.19
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 90.88 20.05 23.37 0.85 8,664.09
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 95.07 16.05 15.60 1.02 7,250.52
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 96.71 9.80 13.40 1.05 6,657.08

Fund Holdings as on 31-May-2021

  • Grindwell Norton Ltd

  • Hikal Ltd

  • Navin Fluorine International Ltd

  • KSB Ltd

  • Kennametal India Ltd

  • Subros Ltd

  • HeidelbergCement India Ltd

  • Orient Electric Ltd

  • Equitas Holdings Ltd

  • Transport Corporation of India Ltd

  • Timken India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Westlife Development Ltd

  • Healthcare Global Enterprises Ltd

  • Vesuvius India Ltd

  • Gujarat Pipavav Port Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Affle (India) Ltd

  • TREPS

  • Tube Investments of India Ltd

  • Sanofi India Ltd

  • Pfizer Ltd

  • Happiest Minds Technologies Limited

  • Whirlpool of India Ltd

  • Quess Corp Ltd

  • Cyient Ltd

  • The Phoenix Mills Ltd

  • Kansai Nerolac Paints Ltd

  • INOX Leisure Ltd

  • Castrol India Ltd

  • Laurus Labs Ltd

  • IDFC Ltd

  • MM Forgings Ltd

  • CG Power and Industrial Solutions Ltd

  • Tata Metaliks Ltd

  • Easy Trip Planners Ltd

  • Home First Finance Company Ltd

  • United Spirits Ltd

  • India Nippon Electricals Ltd

  • Carborundum Universal Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • UPL Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • ITD Cementation India Ltd

  • Creditaccess Grameen Ltd

  • Can Fin Homes Ltd

  • CCL Products (India) Ltd

  • Rajapalayam Mills Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • ESAB India Ltd

  • Green Panel Industries Ltd

  • Stove Kraft Ltd

  • Rane Holdings Ltd

  • Himatsingka Seide Ltd

  • Andhra Paper Ltd

  • Khadim India Ltd

  • Navneet Education Ltd

  • Multi Commodity Exchange of India Ltd

  • Alembic Pharmaceuticals Ltd

  • Lemon Tree Hotels Ltd

  • Ramco Systems Ltd

  • Reverse Repo

  • Blue Star Ltd

  • Arvind Fashions Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

  • Abrasives

  • Finance - NBFC

  • Auto Ancillary

  • Miscellaneous

  • IT - Software

  • Chemicals

  • Engineering - Industrial Equipments

  • Engineering

  • Cement & Construction Materials

  • Air Conditioners

  • Logistics

  • Bearings

  • Finance - Others

  • Finance - Housing

  • Refractories

  • Port

  • Telecommunication - Equipment

  • Cycles

  • Construction - Real Estate

  • Paints

  • Film Production, Distribution & Entertainment

  • Lubricants

  • Forgings

  • Electric Equipment

  • Steel/Sponge Iron/Pig Iron

  • Travel Services

  • Breweries & Distilleries

  • Fertilizers

  • Pesticides & Agrochemicals

  • Retailing

  • Engineering - Construction

  • Tea/Coffee

  • Textile - Spinning

  • Household & Personal Products

  • Electrodes & Welding Equipment

  • Wood & Wood Products

  • Finance - Investment

  • Textile

  • Paper & Paper Products

  • Printing And Publishing

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

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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 ₹106.29 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 down ₹-0.13(-0.77%)yesterday to ₹17.0752.

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