• Home
  • Mutual Funds
  • Sundaram Select Micro Cap Series XI Growth
  • Sundaram-select-micro-cap-series-xi-growth-140514178-2066

Return

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

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹96 Cr

Lock In Period

N/A

Expense Ratio

1.39

Benchmark

BSE SmallCap Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Select Micro Cap Series XI Growth include a ₹10.3288 NAV as of Dec 28,2020 and returns since inception of -25.33%. Minimum investments start at SIP ₹0. The Sundaram Select Micro Cap Series XI Growth AUM is ₹96 Cr, with a lock-in of N/A years, expense ratio of 1.39%, and benchmark BSE SmallCap Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.10% returns, against a category average of -1.15% and a category best of 7.74%.

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(%)
1M2.10-1.157.74
6M32.962.1664.49
1Y14.656.45137.57
3Y-9.2814.18202.94

Portfolio Analysis

  • Equity: 72.89%
  • Debt: 27.12%
  • Others
As on: 2020-11-30
View allocation % by

1. Angel Broking ltd2.49%
2. Equitas Small Finance Bank Ltd2.04%
3. ICICI Bank Ltd1.81%
4. Housing Development Finance Corporation Ltd1.79%
5. UTI Asset Management Co Ltd1.55%
6. Equitas Holdings Ltd1.22%
7. IDFC Ltd0.90%
8. Muthoot Capital Services Ltd0.73%
9. Rane Holdings Ltd0.50%
10. Magma Fincorp Ltd0.46%
11. IIFL Securities Ltd0.40%

1. Grindwell Norton Ltd2.81%
2. Astra Microwave Products Ltd1.99%
3. Timken India Ltd1.45%
4. Praj Industries Ltd0.87%
5. VA Tech Wabag Ltd0.83%
6. Vesuvius India Ltd0.71%
7. ISGEC Heavy Engineering Ltd0.57%
8. Triveni Turbine Ltd0.48%

1. The India Cements Ltd2.73%
2. JK Cement Ltd2.04%
3. HeidelbergCement India Ltd1.96%

1. Johnson Controls-Hitachi AirConditioning India Ltd1.79%
2. Amber Enterprises India Ltd1.50%
3. Asian Granito India Ltd0.79%
4. KSB Ltd0.74%
5. Somany Home Innovation Ltd0.28%

1. INOX Leisure Ltd3.39%
2. Affle (IndiLtd1.43%

1. Navin Fluorine International Ltd3.36%
2. Valiant Organics Ltd0.83%

1. MM Forgings Ltd1.46%
2. GNA Axles Ltd0.97%
3. Subros Ltd0.86%

1. Mahindra Holidays & Resorts India Ltd1.26%
2. Westlife Development Ltd0.95%
3. Taj GVK Hotels & Resorts Ltd0.50%

1. Happiest Minds Technologies Limited2.19%

1. Healthcare Global Enterprises Ltd2.07%

1. Kalpataru Power Transmission Ltd2.04%

1. KEI Industries Ltd1.99%

1. Laurus Labs Ltd1.04%
2. Indoco Remedies Ltd0.82%

1. KPIT Technologies Ltd0.96%
2. Cyient Ltd0.87%

1. Himatsingka Seide Ltd0.91%
2. Arvind Fashions Ltd0.36%
3. Khadim India Ltd0.20%
4. Indian Terrain Fashions Ltd0.19%

1. Bharti Airtel Ltd1.62%

1. Brigade Enterprises Ltd1.22%
2. Capacite Infraprojects Ltd0.32%

1. Century Plyboards (IndiLtd1.22%

1. Gujarat Narmada Valley Fertilizers & Chemicals Ltd1.10%

About Fund

Sundaram Select Micro Cap Series XI Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹96 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.39. 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 Select Micro Cap Series XI Growth095.87 CR1.39
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Select Micro Cap Series XI Growth14.6472-25.3273
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Sundaram Select Micro Cap Series XI 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 XI Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Micro Cap Series XI Growth’s fund performance is as follows:
  • 1 Month : 2.10%
  • 6 Months : 32.96%
  • 1 Year : 14.65%
  • 3 Years : -9.28%
Returns of Sundaram Select Micro Cap Series XI Growth are updated daily based on NAV of ₹ 10.3288 as on Dec 28,2020. Since inception, the return has been -25.33%.

You can invest in Sundaram Select Micro Cap Series XI 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 XI Growth is ₹96 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Select Micro Cap Series XI 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