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Sundaram Small Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
21.732 0.05 (0.25%)

NAV as on 20 Jun, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Small and Medium Indian Leading Equities (S.M.I.L.E) Fund has been renamed as Sundaram Small Cap Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 20 Jun, 2018)

Period Returns (%) Rank #
1 mth -6.2 136
3 mth -5.0 130
6 mth -15.0 134
1 year -4.3 127
2 year 18.6 90
3 year 15.1 64
5 year 103.5 15

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -19.8 - - - -
2017 16.1 6.1 -3.4 16.9 42.1
2016 -18.1 14.0 3.4 -10.9 -10.4
2015 3.8 -10.1 -0.4 5.8 1.9
2014 6.2 37.3 12.4 12.7 84.9
2013 -19.5 -5.7 -3.1 22.0 -6.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -8.1 -12.6 -23.3 -16.9 18.6 15.1 103.5
Category avg -3.0 -0.8 -7.1 5.1 15.2 10.7 13.4
Difference of Fund returns and Category returns -5.1 -11.8 -16.2 -22.0 3.4 4.4 90.1
Best of category 1.0 6.4 11.7 29.8 34.2 24.7 37.0
Worst of category -8.1 -9.3 -15.5 -5.4 7.7 6.4 15.7
Benchmark returns # -1.7 -3.1 -10.8 6.2 20.5 14.5 --
Difference of Fund returns and Benchmark returns -6.4 -9.5 -12.5 -23.1 -1.9 0.6 103.5
# Benchmark Index: S&P BSE SMALLCAP

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark S&P BSE SMALLCAP
Asset Size (Rs cr) 96.25 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Mar-26-2018) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar
View performance of schemes managed by the Fund Manager
Notes Sundaram Small and Medium Indian Leading Equities (S.M.I.L.E) Fund has been renamed as Sundaram Small Cap Fund w.e.f. May 04, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
2,460.33 1.7 -4.0 8.4 16.2 27.6
HDFC MidCap Opportunities (G) Rank 3
17,638.27 1.5 -4.5 7.2 15.1 26.5
Franklin (I) Smaller Co -Direct (G) Rank 3
1,472.67 -0.1 -5.2 6.9 17.4 29.9
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.4 -5.8 5.6 15.9 28.4
Reliance Small Cap - Direct (G) Rank 3
1,001.82 -1.6 -8.2 12.8 23.4 37.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Rane Holdings Automotive 65.35 4.67
Navin Fluorine Chemicals 54.05 3.86
V-Guard Ind Miscellaneous 50.14 3.58
Ashoka Buildcon Cement 46.73 3.34
J. K. Cement Cement 45.49 3.25
Himatsingka Sei Manufacturing 44.04 3.15
NRB Bearings Engineering 43.84 3.13
Heritage Foods Food & Beverage 42.72 3.05
DCB Bank Banking/Finance 41.03 2.93
LG Balakrishnan Engineering 39.96 2.86

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Cement 21.55 21.77 21.77
Engineering 17.36 16.73 16.73
Banking/Finance 8.06 5.68 5.68
Miscellaneous 7.58 9.52 9.52
Services 5.55 4.67 4.67
Technology 5.48 4.39 4.39

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 98.87
Others 0.15
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.95

View All

Concentration

Holdings (%)
Top 5 18.70
Top 10 33.82
Sector (%)
Top 3 46.97

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