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Sundaram Emerging Small Cap - Series IV Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Emerging Small Cap - Series IV Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹210 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

Nil

Benchmark

BSE 250 SmallCap Index

Summary

Sundaram Emerging Small Cap - Series IV Growth NAV is ₹19.3103 as of 23 May, 2026. Sundaram Emerging Small Cap - Series IV Growth has delivered 160.71% returns since its launch. The minimum SIP investment amount in Sundaram Emerging Small Cap - Series IV Growth is ₹0. The AUM of Sundaram Emerging Small Cap - Series IV Growth is ₹210 Cr. The expense ratio of the fund is 1.35%, and its benchmark is BSE 250 SmallCap Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram Emerging Small Cap - Series IV Growth has delivered 0.12% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.120.208.12
6M-2.306.2164.49
1Y12.7811.20137.57
3Y37.6328.66202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-05-31
View allocation % by

1. TREPS97.01%
2. Cash & Other Net Current Assets2.69%
3. Sundaram Clayton Ltd - 9.00% - 25/03/2024 - Preference share0.30%

About Fund Sundaram Emerging Small Cap - Series IV Growth

Sundaram Emerging Small Cap - Series IV Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹210 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Index while maintaining an expense ratio of 1.35. 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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series IV Growth0210.23 CR1.35
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series IV Growth12.778160.7139
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Emerging Small Cap - Series IV Growth FAQs

Sundaram Emerging Small Cap - Series IV 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 IV Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Emerging Small Cap - Series IV Growth’s fund performance is as follows:
  • 1 Month : 0.12%
  • 6 Months : -2.30%
  • 1 Year : 12.78%
  • 3 Years : 37.63%
Returns of Sundaram Emerging Small Cap - Series IV Growth are updated daily based on NAV of ₹ 19.3103 as on Jun 12,2023. Since inception, the return has been 160.71%.

You can invest in Sundaram Emerging Small Cap - Series IV 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 IV Growth is ₹210 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Emerging Small Cap - Series IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.