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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹84 Cr
Lock In Period
N/A
Expense Ratio
1.34
Benchmark
BSE 250 SmallCap Index
Exit Load
Nil
Summary
Latest details for Sundaram Emerging Small Cap - Series V Growth include a ₹20.6418 NAV as of Jul 12,2023 and returns since inception of 159.16%. Minimum investments start at SIP ₹0. The Sundaram Emerging Small Cap - Series V Growth AUM is ₹84 Cr, with a lock-in of N/A years, expense ratio of 1.34%, and benchmark BSE 250 SmallCap Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Others
As on: 2023-07-31
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About Fund
Sundaram Emerging Small Cap - Series V Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹84 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Index while maintaining an expense ratio of 1.34. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Emerging Small Cap - Series VI Growth | 0 | 45.47 CR | 1.25 |
| This FundSundaram Emerging Small Cap - Series V Growth | 0 | 83.88 CR | 1.34 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Emerging Small Cap - Series VI Growth | 7.8875 | 143.7519 |
| This FundSundaram Emerging Small Cap - Series V Growth | 6.8831 | 146.1957 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Sundaram Emerging Small Cap - Series V Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Emerging Small Cap - Series V Growth is 1.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Emerging Small Cap - Series V Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Emerging Small Cap - Series V Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Emerging Small Cap - Series V Growth is ₹84 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Emerging Small Cap - Series V Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500