Sundaram Select Small Cap Fund - Series IV Add to compare
14.8864
-0.0004
(0%)
1 day change as on 01 Apr 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 56.20
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 59.73 -5.81 -4.40 4.96 4.70 5.08 -- 8.35
DSP A.C.E. Fund - Series 2 82.80 6.67 3.80 6.15 11.98 -- -- 5.24
Sundaram Select Small Cap Fund - Series III 56.85 -0.13 1.40 11.38 11.17 7.03 -- 9.53
Sundaram TOP 100-Series - VII 20.75 0.19 -0.97 5.00 4.39 8.14 -- 8.15
Axis Equity Advantage Fund - Series 2 106.63 -10.69 -10.03 -8.08 0.91 -- -- 3.75
Edelweiss Maiden Opportunities Fund - Series 1 362.23 -19.30 -14.34 -9.74 -3.26 -- -- -7.2
Top 10 Holdings
Company Name Sector Name Asset %
Triparty Repo Current Assets 54.99
The Ramco Cements Ltd. Cement & Cement Products 4
City Union Bank Ltd. Financial Services 2.82
Crompton Greaves Consumer Electricals Ltd. Consumer Goods 2.79
Tata Consumer Products Ltd. Consumer Goods 2.76
 
Company Name Sector Name Asset %
Siemens Ltd. Industrial Manufacturing 2.63
Cash Current Assets 2.57
Aditya Birla Fashion & Retail Ltd. Consumer Goods 2.19
Max Financial Services Ltd. Financial Services 2.04
J K Cement Ltd. Cement & Cement Products 1.97
AUM Movement
Asset Allocation