Nov 21, 2024
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Small Cap Fund (G) | -7.01 | 6.35 | 21.35 | 17.8 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | -5.67 | 8.67 | 27.68 | 20.04 |
| Category Rank | 7/1 | 1/1 | 8/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| TRUSTMF Small Cap Fund - Regular (IDCW) | 9.8600 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1,000.00 | invest |
| TRUSTMF Small Cap Fund - Regular (G) | 9.8600 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1,000.00 | invest |
| Edelweiss Small Cap Fund - Regular (G) | 43.1840 | 0.15 | 27.20 | 21.12 | 31.81 | 4,256.07 | 1.84 | 100.00 | invest |
| Edelweiss Small Cap Fund - Regular (IDCW) | 37.5250 | 0.15 | 27.19 | 21.11 | 31.80 | 4,256.07 | 1.84 | 100.00 | invest |
| Quant Small Cap Fund - (G) | 254.4736 | -1.61 | 33.79 | 24.14 | 44.15 | 26,330.82 | 1.60 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Oct 31, 2024 | 147.16 | 4.27 | 129.38 |
|
| Equity-Multi Comm. Exc. | Oct 31, 2024 | 118.87 | 3.45 | 12.06 |
|
| Equity-Safari Inds. | Oct 31, 2024 | 85.61 | 2.48 | -6.11 |
|
| Equity-Greenpanel Inds. | Oct 31, 2024 | 83.02 | 2.41 | 0.28 |
|
| Equity-Affle India | Oct 31, 2024 | 75.44 | 2.19 | 1.66 |
|
| Equity-Aster DM Health. | Oct 31, 2024 | 75.17 | 2.18 | 7.11 |
|
| Equity-KSB | Oct 31, 2024 | 75.00 | 2.17 | -10.97 |
|
| Equity-Chola Financial | Oct 31, 2024 | 74.45 | 2.16 | -26.54 |
|
| Equity-Rategain Travel | Oct 31, 2024 | 74.44 | 2.16 | 2.65 |
|
| Equity-Ujjivan Small | Oct 31, 2024 | 71.71 | 2.08 | -5.79 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Small Cap Fund (G) |
| Contact Persone | : | Rohit Seksaria |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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