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 7.88 20.91 103.53 13.55 16.58 20.41

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

  • Navin Fluorine International Ltd

  • TREPS

  • Rossari Biotech Ltd

  • Equitas Holdings Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • The India Cements Ltd

  • Astra Microwave Products Ltd

  • Happiest Minds Technologies Limited

  • KPIT Technologies Ltd

  • Century Plyboards (India) Ltd

  • Affle (India) Ltd

  • HeidelbergCement India Ltd

  • Kalpataru Power Transmission Ltd

  • Thyrocare Technologies Ltd

  • Angel Broking ltd

  • MM Forgings Ltd

  • Tube Investments of India Ltd

  • Kirloskar Ferrous Ind Ltd

  • Persistent Systems Ltd

  • Indoco Remedies Ltd

  • KSB Ltd

  • ISGEC Heavy Engineering Ltd

  • Healthcare Global Enterprises Ltd

  • Rajapalayam Mills Ltd

  • Cyient Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Tata Metaliks Ltd

  • CG Power and Industrial Solutions Ltd

  • Ashoka Buildcon Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Timken India Ltd

  • Home First Finance Company Ltd

  • INOX Leisure Ltd

  • Laurus Labs Ltd

  • Quess Corp Ltd

  • IDFC Ltd

  • Easy Trip Planners Ltd

  • GNA Axles Ltd

  • The Phoenix Mills Ltd

  • Heritage Foods Ltd

  • Brigade Enterprises Ltd

  • Stove Kraft Ltd

  • India Nippon Electricals Ltd

  • NRB Bearing Ltd

  • MTAR Technologies Ltd

  • UPL Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • CCL Products (India) Ltd

  • Himatsingka Seide Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Safari Industries (India) Ltd

  • Green Panel Industries Ltd

  • Can Fin Homes Ltd

  • Westlife Development Ltd

  • Amber Enterprises India Ltd

  • Navneet Education Ltd

  • DCB Bank Ltd

  • Reverse Repo

  • Andhra Paper Ltd

  • Rane Holdings Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Asian Granito India Ltd

  • PTC India Ltd

  • Khadim India Ltd

  • Multi Commodity Exchange of India Ltd

  • Valiant Organics Ltd

  • Capacite Infraprojects Ltd

  • Ramco Systems Ltd

  • Alembic Pharmaceuticals Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Chemicals

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Telecommunication - Equipment

  • Abrasives

  • Miscellaneous

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

  • Bearings

  • Air Conditioners

  • Auto Ancillary

  • Cable

  • Finance - Housing

  • Transmission Towers / Equipments

  • Hospital & Healthcare Services

  • Forgings

  • Cycles

  • Castings/Forgings

  • Textile - Spinning

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Travel Services

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Engineering

  • Fertilizers

  • Pesticides & Agrochemicals

  • Retailing

  • Tea/Coffee

  • Textile

  • Finance - Others

  • Printing And Publishing

  • Bank - Private

  • Paper & Paper Products

  • Finance - Investment

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹169.03 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 down ₹-0.1(-0.75%)yesterday to ₹13.5138.

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