Sundaram Select Small Cap Series IV Growth Return

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

Sundaram Select Small Cap Series IV Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹56 Cr

Lock In Period

N/A

Expense Ratio

1.41

Exit Load

Nil

Benchmark

BSE SmallCap Total Return

Sundaram Select Small Cap Series IV Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.467.74
6M0.001.0964.49
1Y0.003.37137.57
3Y0.0010.09202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-03-31
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About Fund Sundaram Select Small Cap Series IV Growth

Sundaram Select Small Cap Series IV Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹56 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 S Krishnakumar ,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

S Krishnakumar

Mr. Krishnakumar holds BE, PGDBA (Financial & Portfolio Management) He has worked for 20 years of which the latest eleven years relate to the equity markets. Before joining Sundaram BNP Paribas AMC, he was Vice President (Research) at Anush Shares & Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Emerging Opportunities Fund - Series 1 Growth0600 CR1.31
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundAxis Emerging Opportunities Fund - Series 1 Growth2.21349.6692
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Select Small Cap Series IV Growth FAQs

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

Sundaram Select Small Cap Series IV Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Select Small Cap Series IV Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Select 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 Select Small Cap Series IV Growth is ₹56 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Select 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.