Sundaram Emerging Small Cap - Series V Growth Return

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

Sundaram Emerging Small Cap - Series V Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹84 Cr

Lock In Period

N/A

Expense Ratio

1.34

Exit Load

Nil

Benchmark

BSE 250 SmallCap Index

Sundaram Emerging Small Cap - Series V Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.40-0.577.74
6M4.611.9964.49
1Y17.004.19137.57
3Y37.3612.50202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2023-07-31
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About Fund Sundaram Emerging Small Cap - Series V Growth

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.

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 VI Growth045 CR1.25
Sundaram Emerging Small Cap - Series V Growth083 CR1.34
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series VI Growth7.8875143.7519
This FundSundaram Emerging Small Cap - Series V Growth6.8831146.1957
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Emerging Small Cap - Series V Growth 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 : 0.40%
  • 6 Months : 4.61%
  • 1 Year : 17.00%
  • 3 Years : 37.36%
Returns of Sundaram Emerging Small Cap - Series V Growth are updated daily based on NAV of ₹ 20.6418 as on Jul 12,2023. Since inception, the return has been 159.16%.

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.