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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹160 Cr

Lock In Period

N/A

Expense Ratio

1.38

Benchmark

BSE 250 SmallCap Index

Exit Load

Nil

Summary

Latest details for Sundaram Emerging Small Cap - Series VII Growth include a ₹24.84 NAV as of Sep 29,2023 and returns since inception of 131.38%. Minimum investments start at SIP ₹0. The Sundaram Emerging Small Cap - Series VII Growth AUM is ₹160 Cr, with a lock-in of N/A years, expense ratio of 1.38%, 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

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2023-07-31
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About Fund

Sundaram Emerging Small Cap - Series VII Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹160 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Index while maintaining an expense ratio of 1.38. 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 NameRatingsAUMExpense Ratio
This FundSundaram Emerging Small Cap - Series I Growth0315.18 CR1.38
This FundSundaram Emerging Small Cap - Series VII Growth0159.75 CR1.38
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series I Growth16.5123124.5997
This FundSundaram Emerging Small Cap - Series VII Growth8.3186129.4016
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Sundaram Emerging Small Cap - Series VII 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 VII Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Emerging Small Cap - Series VII Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram Emerging Small Cap - Series VII Growth are updated daily based on NAV of ₹ 24.84 as on Sep 29,2023. Since inception, the return has been 131.38%.

You can invest in Sundaram Emerging Small Cap - Series VII 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 VII Growth is ₹160 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Emerging Small Cap - Series VII 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