Sundaram Small Cap Fund - Institutional Plan - Growth Option
EquitySmall-Cap
165.76
1.41(0.86%)
NAV as on 31 Dec, 2021
CAGR
27.45%
- AUM (Crs.)3,495.63
- Expense Ratio1.93 %
- Sharpe Ratio / Category Average0.76 / 0.76
- Standard Deviation / Category Average29.21 / 16.80
- Beta / Category Average0.95 / 0.81
- Portfolio Turnover / Category Average82.29 / 49.76
- Top 5 Stocks Wt.14.60
- Top 10 Stocks Wt.27.22
- Top 3 Sectors Wt.56.02
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
- Top 5 Stocksundefined%
- Top 3 Sectorsundefined%
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria
- Launch Date30 Nov, 2009
- BenchmarkS&P BSE 500
Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Riskometer
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