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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 -1.33% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.25 | -1.33 | 7.74 |
| 6M | 18.74 | 1.95 | 64.49 |
| 1Y | 51.34 | 5.28 | 137.57 |
| 3Y | 11.61 | 12.25 | 202.94 |
Portfolio Analysis
- Equity: 40.08%
- Debt: 59.93%
- Others
As on: 2021-05-31
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Capital Builder Fund - Series 1 Growth | 0 | 680.9 CR | 1.33 |
| This FundNippon India Capital Builder Fund II - Series B Growth | 0 | 31.13 CR | 2 |
| This FundSundaram Select Small Cap Series V Growth | 0 | 112.96 CR | 1.31 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Capital Builder Fund - Series 1 Growth | -2.5525 | 38.2483 |
| This FundNippon India Capital Builder Fund II - Series B Growth | -3.6231 | 38.739 |
| This FundSundaram Select Small Cap Series V Growth | 51.3413 | 39.0281 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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%
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