Sundaram Select Micro Cap - Series XIV - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

To seek capital appreciation by investing predominantly in equity/equityrelated instruments of companies that can be termed as micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. 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 willbe 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
S&P BSE Small-Cap -0.68 12.51 99.35 5.14 13.91 19.57

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

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • Rossari Biotech Ltd

  • Astra Microwave Products Ltd

  • Equitas Holdings Ltd

  • The India Cements Ltd

  • Affle (India) Ltd

  • TREPS

  • KEI Industries Ltd

  • MM Forgings Ltd

  • HeidelbergCement India Ltd

  • Tube Investments of India Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Century Plyboards (India) Ltd

  • Kalpataru Power Transmission Ltd

  • Healthcare Global Enterprises Ltd

  • KPIT Technologies Ltd

  • Timken India Ltd

  • Thyrocare Technologies Ltd

  • Praj Industries Ltd

  • Ashoka Buildcon Ltd

  • Rajapalayam Mills Ltd

  • ISGEC Heavy Engineering Ltd

  • Happiest Minds Technologies Limited

  • Quess Corp Ltd

  • Persistent Systems Ltd

  • Brigade Enterprises Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • INOX Leisure Ltd

  • Tata Metaliks Ltd

  • Amber Enterprises India Ltd

  • Indoco Remedies Ltd

  • Kirloskar Ferrous Industries Ltd

  • India Nippon Electricals Ltd

  • Cyient Ltd

  • KSB Ltd

  • MTAR Technologies Ltd

  • Can Fin Homes Ltd

  • Mahindra Holidays & Resorts India Ltd

  • NRB Bearing Ltd

  • IDFC Ltd

  • Heritage Foods Ltd

  • CG Power and Industrial Solutions Ltd

  • GNA Axles Ltd

  • Safari Industries (India) Ltd

  • The Phoenix Mills Ltd

  • Westlife Development Ltd

  • Himatsingka Seide Ltd

  • Navneet Education Ltd

  • Laurus Labs Ltd

  • DCB Bank Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Stove Kraft Ltd

  • Home First Finance Company India Ltd

  • Rane Holdings Ltd

  • Ramco Industries Ltd

  • Angel Broking ltd

  • Andhra Paper Ltd

  • Khadim India Ltd

  • PTC India Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Reverse Repo

  • Easy Trip Planners Ltd

  • Asian Granito India Ltd

  • Capacite Infraprojects Ltd

  • Valiant Organics Ltd

  • Alembic Pharmaceuticals Ltd

  • Multi Commodity Exchange of India Ltd

  • Triveni Turbine Ltd

  • Ingersoll Rand (India) Ltd

  • Lemon Tree Hotels Ltd

  • CL Educate Ltd

  • Arvind Fashions Ltd

  • Indian Terrain Fashions Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Chemicals

  • IT - Software

  • Engineering - Industrial Equipments

  • Telecommunication - Equipment

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Abrasives

  • Air Conditioners

  • Construction - Real Estate

  • Bearings

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Cable

  • Finance - Housing

  • Forgings

  • Cycles

  • Wood & Wood Products

  • Transmission Towers / Equipments

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Textile - Spinning

  • Fertilizers

  • Film Production, Distribution & Entertainment

  • Steel/Sponge Iron/Pig Iron

  • Castings/Forgings

  • Finance - Stock Broking

  • Textile

  • Engineering

  • Consumer Food

  • Electric Equipment

  • Retailing

  • Finance - Others

  • Printing And Publishing

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Paper & Paper Products

  • Power Generation/Distribution

  • Travel Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Compressors / Pumps

  • Educational Institutions

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About Sundaram Select Micro Cap - Series XIV

Scheme Analysis

Sundaram Select Micro Cap - Series XIV is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 28-Apr-2017 and currently has an AUM of ₹148.51 crore. Sundaram Select Micro Cap - Series XIV is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Select Micro Cap - Series XIV ended up ₹0.15(1.33%)yesterday to ₹11.4171.

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

The Sundaram Select Micro Cap - Series XIV is managed by Ratish Varier 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