Sundaram Select Small Cap Fund - Series IV Add to compare
15.1587
0.0886
(0.59%)
1 day change as on 13 Dec 2019
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 51.35
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
17-04-2015 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 IV 57.62 -0.90 12.01 4.90 13.65 10.08 -- 9.21
IIFL Focused Equity Fund 476.45 0.60 10.95 6.56 27.11 14.32 10.98 11.83
Axis Bluechip Fund 9481.19 0.41 9.58 6.31 18.56 19.40 10.75 12.3
Axis Small Cap Fund 1366.45 -1.83 6.90 5.74 18.10 13.47 11.47 20.69
DSP Focus Fund 2034.71 0.39 13.46 6.92 17.57 11.79 9.27 10.24
Axis Multicap Fund 5117.59 0.16 9.28 6.51 17.21 -- -- 11.87
Top 10 Holdings
Company Name Sector Name Asset %
Reverse Repo Current Assets 4.63
The Ramco Cements Ltd. Cement & Cement Products 4.32
Trent Ltd. Consumer Goods 3.84
Bajaj Finserv Ltd. Financial Services 3.75
Jubilant Foodworks Ltd Consumer Goods 3.66
 
Company Name Sector Name Asset %
Siemens Ltd. Industrial Manufacturing 3.42
SBI Life Insurance Company Ltd. Financial Services 3.16
ICICI Lombard General Insurance Company Ltd. Financial Services 3.13
Thermax Ltd. Industrial Manufacturing 3.09
Whirlpool of India Ltd. Consumer Goods 3.06
AUM Movement
Asset Allocation