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you are here: Moneycontrol Mutual Funds Small & Mid Cap Sundaram Mutual Fund Sundaram Small Cap Fund - Regular Plan (G)

Sundaram Small Cap Fund - Regular Plan (G)

Previous Name: Sundaram Small and Medium Indian Leading Equities (S.M.I.L.E) Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 100795
Fact Sheet Buy
93.272 0.24 ( 0.26 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -5.9 137
3 Months -5.5 137
6 Months -17.9 141
1 Year -4.5 129
2 Years 14.8 97
3 Years 11.3 87
5 Years 28.5 19

# Moneycontrol Rank within 147 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -13.2 - - - -
2017 18.5 8.0 -1.7 18.9 53.0
2016 -13.5 13.9 5.7 -8.8 -1.1
2015 3.7 -5.5 -0.5 5.7 6.7
2014 6.0 48.0 12.3 18.2 108.2
2013 -18.9 -5.8 -3.4 21.9 -5.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -5.9 -5.5 -17.9 -4.5 -4.5 14.8 11.3
Category average -2 -0.6 -9 5.6 15 10.2 13.7
Difference of Fund returns and Category returns -3.9 -4.9 -8.9 -10.1 -19.5 4.6 -2.4
Best of Category 1.9 6.9 11.7 29.8 34.2 23.8 37
Worst of Category -7.2 -9.3 -17.9 -5.4 7.5 6 15.7
Benchmark returns # -4.4 -3.1 -14.2 8.3 19.7 13.8 0
Difference of Fund returns and Benchmark returns -1.5 -2.4 -3.7 -12.8 -24.2 1 11.3
# Benchmark Index: S&P BSE SMALLCAP

Investment Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 0005

  • Benchmark:

    S&P BSE SMALLCAP

  • Asset size (Rs Cr):

    1289.01 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 58.7 1.6 -5.6 8.5 15.5 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 1.3 -6.1 7.4 14.4 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.2 -7.3 7.9 16.8 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.1 -0.5 -7.9 6.6 15.3 28.7
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -1.7 -10.3 13.1 22.5 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Rane Holdings Automotive 56.27 4.31
Navin Fluorine Chemicals 48.23 3.70
V-Guard Ind Miscellaneous 46.07 3.53
Heritage Foods Food & Beverage 39.93 3.29
J. K. Cement Cement 42.76 3.28
NRB Bearings Engineering 40.27 3.22
Ashoka Buildcon Cement 42.98 3.09
LG Balakrishnan Engineering 39.54 3.06
Himatsingka Sei Manufacturing 42.06 3.03
PNC Infratech Retail & Real Estate 36.75 2.82
Asset Allocation (%) As on May 31, 2018
Equity 98.22
Others 0.16
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.65
Sector Allocation (%) As on May 31, 2018
Sector %
Cement 21.13
Engineering 17.88
Banking/Finance 8.09
Miscellaneous 7.53
Technology 5.91
Services 5.83
Concentration As on May 31, 2018
Holdings %
Top 5 18.11
Top 10 98.22
Sectors %
Top 3 47.1
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