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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹10000000
AUM (Fund size)
₹1,928 Cr
Lock In Period
N/A
Expense Ratio
2.38
Benchmark
Nifty Smallcap 100
Exit Load
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.
Summary
Latest details for Sundaram Small Cap Fund - Institutional Plan Growth include a ₹165.7589 NAV as of Dec 31,2021 and returns since inception of 95.66%. Minimum investments start at SIP ₹0. The Sundaram Small Cap Fund - Institutional Plan Growth AUM is ₹1,928 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark Nifty Smallcap 100. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 4.61% returns, against a category average of -1.61% and a category best of 12.01%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.61 | -1.61 | 12.01 |
| 6M | 19.09 | 1.28 | 27.35 |
| 1Y | 61.98 | 6.40 | 77.31 |
| 3Y | 25.07 | 16.62 | 116.23 |
Portfolio Analysis
- Equity: 98.06%
- Debt: 1.94%
- Others
As on: 2022-02-28
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About Fund
Sundaram Small Cap Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹1,928 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 2.38. Under the expert guidance of Ravi Gopalakrishnan ,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 FundITI Small Cap Fund Growth | 4 | 2712.5 CR | 1.86 |
| This FundHSBC Small Cap Equity Fund - OLD Growth | 2 | 300.29 CR | 2.5 |
| This FundSundaram Small Cap Fund - Institutional Plan Growth | 0 | 1928.28 CR | 2.38 |
| This FundBandhan Small Cap Fund Growth | 5 | 20474.12 CR | 1.62 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Small Cap Fund Growth | 10.3285 | 82.2358 |
| This FundHSBC Small Cap Equity Fund - OLD Growth | -9.6963 | 90.5929 |
| This FundSundaram Small Cap Fund - Institutional Plan Growth | 61.9801 | 95.6559 |
| This FundBandhan Small Cap Fund Growth | 10.9694 | 107.6087 |
FAQs
Sundaram Small Cap Fund - Institutional Plan 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 Small Cap Fund - Institutional Plan Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Small Cap Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : 4.61%
- 6 Months : 19.09%
- 1 Year : 61.98%
- 3 Years : 25.07%
You can invest in Sundaram Small Cap Fund - Institutional Plan 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 Small Cap Fund - Institutional Plan Growth is ₹1,928 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Small Cap Fund - Institutional Plan 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