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

Sundaram Select Micro Cap - Series V - Regular Plan (G)

Previous Name:
Plan: Regular | Option: Growth | Type : Close-Ended
Buy
22.414 -0.04 ( -0.18 %)
NAV as on 05 Mar, 2018
Crisil MF Rank
Riskometer
HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Small & Mid Cap category by Crisil (for quarter ended Jun 2018 ) 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.

The tenure of the scheme shall be 42 months.

Chart

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Returns (NAV as on Mar 05, 2018)
Period Returns(%) Rank#
1 Month 0.9 2
3 Months -0.8 12
6 Months 11.5 6
1 Year 29.4 11
2 Years 33.7 10
3 Years 18.5 11
5 Years - -

# Moneycontrol Rank within 159 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 -7.8 - - - -
2017 19.3 5.7 0.4 21.0 58.0
2016 -10.1 12.2 8.6 -9.0 3.4
2015 10.5 -3.2 1.2 7.6 20.2
2014 - - -0.7 19.5 19.0

View where it stands within its peers

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Performance

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

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.9 -0.8 11.5 29.4 33.7 18.5 0
Category average 3.5 -6.2 -3.6 4 11.8 8.6 14.7
Difference of Fund returns and Category returns -2.6 5.4 15.1 25.4 21.9 9.9 0
Best of Category 0 0 0 0 0 0 0
Worst of Category 0 0 0 0 0 0 0
Benchmark returns # 5.6 -4.2 -5.5 7.5 17.2 12.7 0
Difference of Fund returns and Benchmark returns -4.7 3.4 17 21.9 16.5 5.8 0
# Benchmark Index:

Investment Information

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized.

Registrars
  • Fund Type:

    Close-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Aug 25, 2014

  • Benchmark:

  • Asset size (Rs Cr):

    223.02 ( Dec 31, 2017 )

  • Asset Date:

    Dec 31, 2017

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    S Krishnakumar / Avinash Agarwal
    View performance of schemes managed by the Fund Manager

  • Notes:

    The tenure of the scheme shall be 42 months.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
No record found

Portfolio

Top 10 Holdings As on Feb 28, 2018
Company Sector Value %Assets
CBLO 114.77 49.08
Asset Allocation (%) As on Feb 28, 2018
Equity 42.73
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 49.08
Cash / Call 8.20
Sector Allocation (%) As on Feb 28, 2018
Sector %
Engineering 13.67
Cement 6.93
Cons Durable 4.77
Chemicals 3.30
Banking/Finance 3.08
Services 2.48
Concentration As on Feb 28, 2018
Holdings %
Top 5 49.08
Top 10 49.08
Sectors %
Top 3 25.37
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