Sundaram Select Small Cap Fund - Series V Add to compare
10.531
0.0613
(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 79.30
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
23-06-2017 S Krishnakumar,Dwijendra Srivastava 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 V 89.18 -0.97 11.81 5.30 13.64 -- -- 1.87
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 %
The Ramco Cements Ltd. Cement & Cement Products 4.51
Trent Ltd. Consumer Goods 3.83
Bajaj Finserv Ltd. Financial Services 3.72
Jubilant Foodworks Ltd Consumer Goods 3.62
Siemens Ltd. Industrial Manufacturing 3.39
 
Company Name Sector Name Asset %
SBI Life Insurance Company Ltd. Financial Services 3.15
ICICI Lombard General Insurance Company Ltd. Financial Services 3.09
Thermax Ltd. Industrial Manufacturing 3.06
City Union Bank Ltd. Financial Services 3.03
Apollo Hospitals Enterprise Ltd. Healthcare Services 3.03
AUM Movement
Asset Allocation