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Sundaram Select Small Cap - Series IV - Direct Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
  • NAV
    : ₹ 15.1651 0.02%
    (as on 17th April, 2020)
This scheme closed on 17-04-2020 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. At the same time, these investors should also be ready for possibility of higher losses in their investments.

This Scheme
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    S&P BSE SmallCap
  • NA
  • NA
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Returns (NAV as on 17th April, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 09-Apr-20 10004.40 0.04% - 4/41
1 Month 17-Mar-20 10000.00 - - 41/41
3 Month 17-Jan-20 9168.20 -8.32% - 1/39
6 Month 17-Oct-19 10289.50 2.90% - 1/39
YTD 01-Jan-20 9666.10 -3.34% - 41/41
1 Year 16-Apr-19 10440.80 4.41% 4.38% 1/38
2 Year 17-Apr-18 10002.80 0.03% 0.01% 1/28
3 Year 17-Apr-17 11430.70 14.31% 4.55% 1/20
5 Year 17-Apr-15 15165.10 51.65% 8.67% 2/15
Since Inception 17-Apr-15 15165.10 51.65% 8.67% 9/36

SIP Returns (NAV as on 17th April, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 16-Apr-19 12000 12311.19 2.59 % 4.81 %
2 Year 17-Apr-18 24000 25341.52 5.59 % 5.31 %
3 Year 17-Apr-17 36000 37993.99 5.54 % 3.53 %
5 Year 17-Apr-15 60000 72721.52 21.2 % 7.62 %
 

Tax Treatment

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Quant Small Cap - Direct Plan - Growth NA 170.27 11.68 22.80 50.14 176.24 21.53
Kotak Small Cap Fund - Direct Plan - Growth 5 3059.07 3.30 18.49 54.50 128.92 16.53
Nippon India Small Cap Fund - Direct Plan - Growth 3 11961.08 3.12 17.28 48.52 109.82 11.43
Aditya Birla Sun Life Small cap Fund - Direct Plan - Growth 1 2541.61 2.50 14.97 47.33 108.41 3.35
ICICI Prudential Smallcap Fund - Direct Plan - Growth NA 1991.00 1.50 12.38 43.72 107.07 10.81
Canara Robeco Small Cap Fund - Direct Plan - Growth NA 787.59 3.31 11.98 39.58 106.75 0.00
BOI AXA Small Cap Fund - Direct Plan - Growth NA 111.26 5.01 14.87 40.85 106.10 0.00
Edelweiss Small Cap Fund - Direct Plan - Growth NA 717.67 1.16 14.83 45.83 106.08 0.00
HDFC Small Cap Fund - Direct Plan - Growth 2 10050.26 4.03 15.50 44.78 105.23 7.38
Principal Small Cap Fund - Direct Plan - Growth NA 308.86 3.73 12.32 41.93 102.94 0.00

More Funds from Sundaram Mutual Fund

Out of 60 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 3 is/are ranked 4 * , 5 is/are ranked 3 * , 1 is/are ranked 2 * , 5 is/are ranked 1 * , and 44 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Direct Plan - Growth 1 6229.86 -1.24 8.00 35.86 71.54 5.00
Sundaram Money Fund - Direct Plan - Growth 4 3483.24 0.31 0.82 1.62 3.63 5.77
Sundaram Diversified Equity - Direct Plan - Growth 1 2394.94 -1.82 4.91 27.70 62.42 6.31
Sundaram Equity Hybrid Fund - Direct Plan - Growth 3 1656.29 -0.82 3.52 21.28 42.59 11.76
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 3 1478.58 -2.09 7.15 29.10 63.86 11.70
Sundaram Rural and Consumption Fund - Direct Plan - Growth 5 1361.84 -1.56 0.47 22.87 48.34 5.82
Sundaram Ultra Short Term Fund - Direct Plan - Growth 3 1334.54 0.36 0.86 1.85 5.00 0.00
Sundaram Services Fund - Direct Plan - Growth NA 1330.95 -2.32 5.04 30.71 65.32 0.00
Sundaram Small Cap Fund - Direct Plan - Growth 3 1229.87 3.05 12.50 41.54 98.01 2.95
Sundaram Select Focus - Direct Plan - Growth 2 1216.71 -1.85 3.21 24.13 53.31 13.02

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