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

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Fund Overview Growth | Regular Plan

  • Fund House

  • 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/equityrelated 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. The fund will invest in stocks that are equal to or lower than the 101st stock and upto 300th stock in the NSE (after sorting the stocks by market-capin descending order).

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 N/A N/A N/A N/A N/A N/A

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.)
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -7.77 8.85 8.14 2.08 9,137.06
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -2.52 8.63 9.70 2.16 8,424.88
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -3.51 2.93 6.18 1.84 7,030.82
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 -6.16 8.61 9.99 1.96 6,112.41
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated -0.77 1.06 7.35 2.01 4,905.06

Fund Holdings as on 31-October-2019

  • The Ramco Cements Ltd

  • Trent Ltd

  • Siemens Ltd

  • Jubilant Foodworks Ltd

  • Bajaj Finance Ltd

  • Thermax Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bajaj Finserv Ltd

  • SBI Life Insurance Company Ltd

  • TREPS

  • Whirlpool of India Ltd

  • City Union Bank Ltd

  • Tata Global Beverages Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Indraprastha Gas Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • V-Guard Industries Ltd

  • GMR Infrastructure Ltd

  • Hindustan UniLever Ltd

  • Emami Ltd

  • Bayer Cropscience Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Schaeffler India Ltd

  • Larsen & Toubro Ltd

  • 3M India Ltd

  • EIH Ltd

  • LIC Housing Finance Ltd

  • Varun Beverages Ltd

  • ICICI Securities Ltd

  • JK Cement Ltd

  • L&T Technology Services Ltd

  • L&T Finance Holdings Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Max Financial Services Ltd

  • Castrol India Ltd

  • Wabco India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Vardhman Textiles Ltd

  • The Federal Bank Ltd

  • JM Financial Ltd

  • Quess Corp Ltd

  • Coromandel International Ltd

  • Sundaram Clayton Ltd

  • Reliance Industries Ltd

  • Motherson Sumi Systems Ltd

  • Tata Power Company Ltd

  • Karur Vysya Bank Ltd

  • Cash and Other Net Current Assets

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  • Finance - NBFC

  • Insurance

  • Retailing

  • Electric Equipment

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Bank - Private

  • Finance - Investment

  • Household & Personal Products

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Miscellaneous

  • Tea/Coffee

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Bearings

  • Diversified

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • Finance - Stock Broking

  • Engineering

  • Finance - Others

  • Lubricants

  • Textile

  • Hospital & Healthcare Services

  • Fertilizers

  • Refineries

  • Power Generation/Distribution

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About Sundaram Select Small Cap Series - IV

Scheme Analysis

Sundaram Select Small Cap Series - IV is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 22-Apr-2015 and currently has an AUM of ₹56.89 crore. Sundaram Select Small Cap Series - IV is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Select Small Cap Series - IV ended down ₹-0.12(-0.79%)yesterday to ₹15.08.

Among its top 3 holdings the fund has exposure to The Ramco Cements Ltd, Trent Ltd and Siemens Ltd

The Sundaram Select Small Cap Series - IV is managed by Dwijendra Srivastava and S. Krishnakumar.

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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