Sundaram Select Micro Cap - Series IV - Growth - Regular Plan

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  • Net Change on 11-03-2019

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • 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 micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Select Micro Cap Series IV - Regular Plan - Growth Option 0.43 0.36 -9.79 11.83 23.33 23.33
S&P BSE Small-Cap 0.18 3.33 -19.09 10.10 14.10 19.58

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Select Micro Cap Series IV - Regular Plan - Growth Option Mar 11, 2014 -9.79 11.83 23.33 2.86 43.15
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 -3.06 11.41 18.57 2.53 222.79
HSBC Small Cap Equity Fund - Growth May 19, 2005 -21.82 8.43 15.71 2.47 715.74
ICICI Prudential Smallcap Fund - Growth Oct 18, 2007 -13.35 8.67 11.19 2.75 175.58
Quant Small Cap Fund -Growth Oct 16, 1996 -2.11 3.14 5.82 2.25 1.13
Sundaram Small Cap Fund-Regular Growth Feb 15, 2005 -23.27 6.83 16.76 2.30 1,039.44

Fund Holdings as on 28-February-2019

  • TREPS

  • Cash and Other Net Current Assets

  • Subros Ltd

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  • Miscellaneous

  • Auto Ancillary

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About Sundaram Select Micro Cap - Series IV

Scheme Analysis

Sundaram Select Micro Cap - Series IV is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 11-Mar-2014 and currently has an AUM of ₹43.15 crore. Sundaram Select Micro Cap - Series IV is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Select Micro Cap - Series IV ended up ₹0.01(0.03%)yesterday to ₹28.55.

Among its top 3 holdings the fund has exposure to TREPS, Cash and Other Net Current Assets and Subros Ltd

The Sundaram Select Micro Cap - Series IV is managed by S. Krishnakumar and Rohit Seksaria.

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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