Sundaram Select Small Cap Series VI Growth Return

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

Showing Funds Performance since Sep 07, 2020

Sundaram Select Small Cap Series VI Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹53 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

Nil

Benchmark

BSE SmallCap Total Return

Sundaram Select Small Cap Series VI 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(%)
1M1.240.047.74
6M17.002.2164.49
1Y56.585.32137.57
3Y14.8113.34202.94

Portfolio Analysis

  • Equity: 25.01%
  • Debt: 75.00%
  • Others
As on: 2021-06-30
View allocation % by

1. Max Financial Services Ltd1.24%
2. Cholamandalam Investment and Finance Company Ltd0.76%
3. ICICI Securities Ltd0.75%
4. Bajaj Finserv Ltd0.71%
5. LIC Housing Finance Ltd0.68%
6. The Federal Bank Ltd0.64%
7. Bank of Baroda0.53%
8. City Union Bank Ltd0.50%
9. L&T Finance Holdings Ltd0.40%
10. JM Financial Ltd0.31%

1. Crompton Greaves Consumer Electricals Ltd1.00%
2. V-Guard Industries Ltd0.49%
3. Cummins India Ltd0.41%
4. Bharat Electronics Ltd0.35%

1. MindTree Ltd0.90%
2. Larsen & Toubro Infotech Ltd0.52%
3. MphasiS Ltd0.51%

1. Bharat Forge Ltd0.69%
2. Ashok Leyland Ltd0.62%
3. Balkrishna Industries Ltd0.29%
4. Amar Raja Batteries Ltd0.26%

1. TATA Consumer Products Ltd0.94%
2. Emami Ltd0.61%

1. Apollo Hospitals Enterprise Ltd1.24%

1. Trent Ltd0.73%
2. Aditya Birla Fashion and Retail Ltd0.43%

1. The Ramco Cements Ltd1.08%

1. Jubilant Foodworks Ltd1.04%
No Data Found
No Data Found

About Fund Sundaram Select Small Cap Series VI Growth

Sundaram Select Small Cap Series VI 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 1.35. 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
Union Retirement Fund Growth0209 CR2.71
ICICI Prudential Bharat Consumption Fund - Series 4 Growth0623 CR1.39
Sundaram Select Small Cap Series VI Growth052 CR1.35
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundUnion Retirement Fund Growth9.179747.6232
This FundICICI Prudential Bharat Consumption Fund - Series 4 Growth18.364150.6122
This FundSundaram Select Small Cap Series VI Growth56.579251.3205
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Select Small Cap Series VI Growth FAQs

Sundaram Select Small Cap Series VI 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 VI Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Small Cap Series VI Growth’s fund performance is as follows:
  • 1 Month : 1.24%
  • 6 Months : 17.00%
  • 1 Year : 56.58%
  • 3 Years : 14.81%
Returns of Sundaram Select Small Cap Series VI Growth are updated daily based on NAV of ₹ 14.089 as on Jul 19,2021. Since inception, the return has been 51.32%.

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

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