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

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Fund Overview Growth | Regular 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/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 -2.53 14.99 8.31 -3.16 5.78 17.72

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 - Growth Plan - Growth Option Sep 16, 2010 8.19 2.31 10.71 1.77 9,285.32
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated -5.31 -0.43 8.00 1.81 8,645.20
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -5.73 -5.60 4.21 1.91 5,701.65
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated -5.50 -4.40 8.02 2.01 5,252.23
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated 12.36 -0.38 7.18 2.00 5,149.02

Fund Holdings as on 31-August-2020

  • Navin Fluorine International Ltd

  • Astra Microwave Products Ltd

  • HeidelbergCement India Ltd

  • Grindwell Norton Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Rossari Biotech Ltd

  • KEI Industries Ltd

  • INOX Leisure Ltd

  • Timken India Ltd

  • The India Cements Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Subros Ltd

  • Asian Granito India Ltd

  • Ingersoll Rand (India) Ltd

  • Heritage Foods Ltd

  • Kalpataru Power Transmission Ltd

  • Ramco Industries Ltd

  • MM Forgings Ltd

  • NRB Bearing Ltd

  • Rajapalayam Mills Ltd

  • Ashoka Buildcon Ltd

  • Affle (India) Ltd

  • Tube Investments of India Ltd

  • Navneet Education Ltd

  • Accelya Solutions India Ltd

  • VA Tech Wabag Ltd

  • DCB Bank Ltd

  • Brigade Enterprises Ltd

  • Healthcare Global Enterprises Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Praj Industries Ltd

  • ISGEC Heavy Engineering Ltd

  • Quess Corp Ltd

  • GNA Axles Ltd

  • Century Plyboards (India) Ltd

  • Vesuvius India Ltd

  • The Phoenix Mills Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Muthoot Capital Services Ltd

  • Cash and Other Net Current Assets

  • KPIT Technologies Ltd

  • Prabhat Dairy Ltd

  • Himatsingka Seide Ltd

  • Indoco Remedies Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Alembic Pharmaceuticals Ltd

  • PTC India Ltd

  • INEOS Styrolution India Ltd

  • Thomas Cook (India) Ltd

  • KSB Ltd

  • Rane Holdings Ltd

  • Star Cement Ltd

  • Triveni Turbine Ltd

  • TD Power Systems Ltd

  • Equitas Holdings Ltd

  • TREPS

  • Capacite Infraprojects Ltd

  • Khadim India Ltd

  • Arvind Fashions Ltd

  • Lemon Tree Hotels Ltd

  • Magma Fincorp Ltd

  • IIFL Securities Ltd

  • Force Motors Ltd

  • Dollar Industries Ltd

  • Info Edge (India) Ltd

  • Indian Terrain Fashions Ltd

  • R.P.P. Infra Projects Ltd

  • Somany Home Innovation Ltd

  • S Chand and Company Ltd

  • Reverse Repo

  • CL Educate Ltd

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  • Cement & Construction Materials

  • Chemicals

  • Telecommunication - Equipment

  • Bearings

  • Engineering - Industrial Equipments

  • Abrasives

  • Miscellaneous

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Construction - Real Estate

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Cable

  • Film Production, Distribution & Entertainment

  • IT - Software

  • Finance - NBFC

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • Compressors / Pumps

  • Pharmaceuticals & Drugs

  • Transmission Towers / Equipments

  • Textile

  • Forgings

  • Printing And Publishing

  • Textile - Spinning

  • Engineering - Construction

  • Cycles

  • Finance - Investment

  • Bank - Private

  • Retailing

  • Wood & Wood Products

  • Refractories

  • Fertilizers

  • Power Generation/Distribution

  • Travel Services

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Educational Institutions

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  • Cash

  • Equity

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About Sundaram Select Micro Cap - Series XV

Scheme Analysis

Sundaram Select Micro Cap - Series XV is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 31-May-2017 and currently has an AUM of ₹99.68 crore. Sundaram Select Micro Cap - Series XV is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Select Micro Cap - Series XV ended up ₹0.13(1.86%)yesterday to ₹7.3741.

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

The Sundaram Select Micro Cap - Series XV 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