Sundaram Select Small Cap Fund - Series III Add to compare
15.7714
-0.0005
(0%)
1 day change as on 31 Mar 2020
Investment Objective: The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related struments of companies that can be termed as "smallcaps".
Fund Type Entry Load Average Asset Size (Rs cr.)
Close Ended Nil 56.70
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
31-03-2015 S Krishnakumar 0.00
Benchmark Email / Website Bonus
S&P BSE SMALL CAP sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Select Small Cap Fund - Series III 56.85 -0.42 1.74 12.41 11.54 6.63 -- 9.53
DSP A.C.E. Fund - Series 2 82.80 4.93 3.10 6.28 11.27 -- -- 4.71
Sundaram Select Small Cap Fund - Series IV 59.73 -5.82 -4.08 5.92 4.98 4.68 -- 8.34
Sundaram TOP 100-Series - VII 20.75 0.16 -0.44 6.79 4.21 7.98 -- 8.15
Axis Equity Advantage Fund - Series 2 106.63 -12.01 -10.21 -7.96 0.27 -- -- 3.6
DSP Close Ended Equity Fund - 3 Years 32.81 -7.78 -10.06 -6.53 -3.05 0.94 6.93 7.19
Top 10 Holdings
Company Name Sector Name Asset %
Triparty Repo Current Assets 52.38
Cash Current Assets 26.14
The Ramco Cements Ltd. Cement & Cement Products 4.01
Aditya Birla Fashion & Retail Ltd. Consumer Goods 2.18
Max Financial Services Ltd. Financial Services 1.95
 
Company Name Sector Name Asset %
Thermax Ltd. Industrial Manufacturing 1.9
City Union Bank Ltd. Financial Services 1.89
Mahindra & Mahindra Financial Services Ltd. Financial Services 1.44
L&T Technology Services Ltd. IT 1.43
EIH Ltd. Services 1.41
AUM Movement
Asset Allocation