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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹113 Cr

Lock In Period

N/A

Expense Ratio

1.31

Benchmark

BSE SmallCap Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Select Small Cap Series V Growth include a ₹13.6805 NAV as of Jun 23,2021 and returns since inception of 39.03%. Minimum investments start at SIP ₹0. The Sundaram Select Small Cap Series V Growth AUM is ₹113 Cr, with a lock-in of N/A years, expense ratio of 1.31%, and benchmark BSE SmallCap Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.25% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.250.9618.97
6M18.741.2264.49
1Y51.344.42137.57
3Y11.6112.93202.94

Portfolio Analysis

  • Equity: 40.08%
  • Debt: 59.93%
  • Others
As on: 2021-05-31
View allocation % by

1. Max Financial Services Ltd2.44%
2. Cholamandalam Investment and Finance Company Ltd1.76%
3. ICICI Securities Ltd1.51%
4. Bajaj Finserv Ltd1.47%
5. LIC Housing Finance Ltd1.46%
6. The Federal Bank Ltd1.21%
7. City Union Bank Ltd1.13%
8. Bank of Baroda1.06%
9. L&T Finance Holdings Ltd0.87%

1. Bharat Forge Ltd1.52%
2. Ashok Leyland Ltd1.36%
3. Balkrishna Industries Ltd0.62%
4. Amar Raja Batteries Ltd0.55%

1. MindTree Ltd1.78%
2. Larsen & Toubro Infotech Ltd1.27%
3. MphasiS Ltd0.99%

1. Crompton Greaves Consumer Electricals Ltd1.97%
2. Cummins India Ltd0.77%
3. Bharat Electronics Ltd0.61%

1. Apollo Hospitals Enterprise Ltd2.34%

1. Jubilant Foodworks Ltd2.25%

1. The Ramco Cements Ltd2.19%

1. TATA Consumer Products Ltd1.78%

1. Trent Ltd1.58%

1. Indraprastha Gas Ltd1.33%

1. Siemens Ltd1.27%

About Fund

Sundaram Select Small Cap Series V Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹113 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.31. 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
This FundSundaram Large Cap Fund Growth12889.32 CR1.95
This FundNippon India Capital Builder Fund II - Series B Growth031.13 CR2
This FundSundaram Select Small Cap Series V Growth0112.96 CR1.31
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Large Cap Fund Growth-1.13838.6378
This FundNippon India Capital Builder Fund II - Series B Growth-3.623138.739
This FundSundaram Select Small Cap Series V Growth51.341339.0281
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Sundaram Select 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 Select Small Cap Series V Growth is 1.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Small Cap Series V Growth’s fund performance is as follows:
  • 1 Month : 2.25%
  • 6 Months : 18.74%
  • 1 Year : 51.34%
  • 3 Years : 11.61%
Returns of Sundaram Select Small Cap Series V Growth are updated daily based on NAV of ₹ 13.6805 as on Jun 23,2021. Since inception, the return has been 39.03%.

You can invest in Sundaram Select 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 Select Small Cap Series V Growth is ₹113 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Select 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.
Min Inv Amount: ₹500