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

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  • Net Change on 27-11-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 11.34 10.85 17.44 N/A N/A -5.96

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 20.19 2.22 12.07 1.18 9,391.87
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 10.22 0.06 10.80 0.91 8,499.98
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 9.94 -3.03 7.50 1.09 5,645.02
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 23.33 5.34 16.38 0.96 5,424.18
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 28.70 0.93 10.00 1.06 5,322.77

Fund Holdings as on 31-October-2020

  • Navin Fluorine International Ltd

  • Subros Ltd

  • HeidelbergCement India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Grindwell Norton Ltd

  • INEOS Styrolution India Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Timken India Ltd

  • Vesuvius India Ltd

  • Sanofi India Ltd

  • Westlife Development Ltd

  • Orient Electric Ltd

  • Kennametal India Ltd

  • ESAB India Ltd

  • Gujarat Pipavav Port Ltd

  • Pfizer Ltd

  • Ingersoll Rand (India) Ltd

  • Tube Investments of India Ltd

  • Hikal Ltd

  • KSB Ltd

  • Healthcare Global Enterprises Ltd

  • TREPS

  • Kansai Nerolac Paints Ltd

  • Whirlpool of India Ltd

  • Castrol India Ltd

  • GMM Pfaudler Ltd

  • Transport Corporation of India Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Schaeffler India Ltd

  • Creditaccess Grameen Ltd

  • Quess Corp Ltd

  • United Spirits Ltd

  • Agro Tech Foods Ltd

  • Cummins India Ltd

  • Bosch Ltd

  • Laurus Labs Ltd

  • Carborundum Universal Ltd

  • Triveni Turbine Ltd

  • Alembic Pharmaceuticals Ltd

  • The Phoenix Mills Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Himatsingka Seide Ltd

  • Happiest Minds Technologies Limited

  • ITD Cementation India Ltd

  • Hindustan UniLever Ltd

  • Cyient Ltd

  • Lemon Tree Hotels Ltd

  • Equitas Small Finance Bank Ltd

  • Thomas Cook (India) Ltd

  • Blue Star Ltd

  • Reverse Repo

  • Magma Fincorp Ltd

  • Greenlam Industries Ltd

  • Arvind Fashions Ltd

  • Khadim India Ltd

  • Rane Holdings Ltd

  • Indian Terrain Fashions Ltd

  • TTK Prestige Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Chemicals

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Abrasives

  • Bearings

  • Cement & Construction Materials

  • Miscellaneous

  • Air Conditioners

  • Refractories

  • Finance - Others

  • Engineering

  • Electrodes & Welding Equipment

  • Port

  • Compressors / Pumps

  • Cycles

  • Finance - NBFC

  • Paints

  • IT - Software

  • Lubricants

  • Logistics

  • Fertilizers

  • Breweries & Distilleries

  • Consumer Food

  • Diesel Engines

  • Textile

  • Construction - Real Estate

  • Engineering - Construction

  • Bank - Private

  • Hotel, Resort & Restaurants

  • Retailing

  • Travel Services

  • Laminates/Decoratives

  • Finance - Investment

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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 ₹72.77 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 ₹0.25(2.06%)yesterday to ₹12.259.

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