Sundaram Select Micro Cap Series IX Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Select Micro Cap Series IX Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹53 Cr

Lock In Period

N/A

Expense Ratio

1.41

Exit Load

Nil

Benchmark

BSE SmallCap Total Return

Sundaram Select Micro Cap Series IX Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.14-0.668.60
6M21.792.9464.49
1Y-13.324.77137.57
3Y-12.5114.12202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-10-31
View allocation % by

1. TREPS79.79%
2. Reverse Repo19.43%
3. Cash & Other Net Current Assets0.78%
4. Investment in Mutual Fund Units0.00%
5. Deposits with Commercial Banks0.00%
6. 0.00%
7. Mutual Fund Units0.00%
8. ReverseRepo / TREPS0.00%
No Data Found
No Data Found

About Fund Sundaram Select Micro Cap Series IX Growth

Sundaram Select Micro Cap Series IX Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹53 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.41. 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 Select Micro Cap Series X Growth033 CR1.4
Sundaram Select Micro Cap Series IX Growth052 CR1.41
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Select Micro Cap Series X Growth-9.3449-35.4188
This FundSundaram Select Micro Cap Series IX Growth-13.3187-33.0392
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Select Micro Cap Series IX Growth FAQs

Sundaram Select Micro Cap Series IX 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 Select Micro Cap Series IX Growth is 1.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Micro Cap Series IX Growth’s fund performance is as follows:
  • 1 Month : -0.14%
  • 6 Months : 21.79%
  • 1 Year : -13.32%
  • 3 Years : -12.51%
Returns of Sundaram Select Micro Cap Series IX Growth are updated daily based on NAV of ₹ 10.8889 as on Nov 05,2020. Since inception, the return has been -33.04%.

You can invest in Sundaram Select Micro Cap Series IX 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 Select Micro Cap Series IX Growth is ₹53 crore. It changes based on market performance, inflows, and outflows.

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