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Home Mf Research Sundaram Small Cap Fund Institutional Plan Growth
SUNDARAM MUTUAL FUND

SUNDARAM SMALL CAP FUND - INSTITUTIONAL PLAN - GROWTH

Equity Equity Small Cap
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2021-12-31)
165.76 0.86%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2021-12-24 ₹1,000.00 ₹1,034.38
3.44 %
Two Week 2021-12-16 ₹1,000.00 ₹1,014.03
1.40 %
1 Month 2021-12-01 ₹1,000.00 ₹1,046.18
4.62 %
Three Months 2021-10-04 ₹3,000.00 ₹3,088.45
2.95 %
Six Months 2021-07-05 ₹6,000.00 ₹6,479.33
7.99 %
One Year 2020-12-31 ₹12,000.00 ₹15,354.93
27.96 %
Three Year 2019-01-01 ₹36,000.00 ₹66,638.63
85.11 %
Five Year 2017-01-02 ₹60,000.00 ₹108,430.16
80.72 %
Ten Year 2012-01-03 ₹120,000.00 ₹346,200.46
188.50 %
Since Inception 2008-04-15 ₹167,000.00 ₹613,556.72
267.40 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Cholamandalam Financial Holdings Ltd Financials Equity 3.0
KSB LTD Industrial Products Equity 2.6
Ujjivan Small Finance Bank Ltd Financials Equity 2.5
Safari Industries Ltd Consumer Durables Equity 2.4
Multi Commodity Exchange of India Ltd Finance Equity 2.3
Green Panel Industries Ltd Consumer Durables Equity 2.3
Rate Gain Travel Technologies Ltd Services Equity 2.1
Equitas Small Finance Bank Limited Financials Equity 2.1
Brigade Enterprises Ltd Real Estate Equity 2.1
Radico Khaitan Ltd Consumer Products Equity 2.1
Affle Ltd Media Equity 2.1
Westlife Foodworld Ltd Consumer Services Equity 1.8
JB Chemicals & Pharmaceuticals Ltd Healthcare Equity 1.8
Aster DM Healthcare Ltd Healthcare Equity 1.7
Sobha Ltd Real Estate Equity 0.2
KEI Industries Ltd Capital Goods Equity 1.6
Sterling and Wilson Renewable Energy Ltd Renewable Energy Equity 1.6
Chalet Hotels Ltd Real Estate Equity 1.5
Cyient Ltd Information Technology Equity 1.5
Ceat Ltd Consumer Products Equity 1.5
Coforge Ltd Information Technology Equity 1.4
Power Finance Corporation Ltd Financials Equity 1.4
CSB Bank Ltd Financials Equity 1.4
Carborundum Universal Ltd Industrial Products Equity 1.4
Creditaccess Grameen Ltd Financials Equity 1.4
PVR INOX Ltd Media Equity 1.4
Kalpataru Projects International Ltd Construction Equity 1.4
TD Power Systems Ltd Capital Goods Equity 1.3
Navin Fluorine International Ltd Chemicals Equity 1.3
Larsen & Toubro Ltd Construction Equity 1.3
RHI Magnesita India Ltd Materials Equity 1.3
Angel One Ltd Financials Equity 1.3
Emami Ltd Consumer Products Equity 1.3
Neogen Chemicals Ltd Chemicals Equity 1.3
Gujarat State Petronet Ltd Energy Equity 1.3
Orient Electric Ltd Consumer Durables Equity 1.3
Birla Corporation Ltd Materials Equity 1.2
Bank of India Financials Equity 1.2
S.J.S. Enterprises Ltd Consumer Products Equity 1.1
Procter & Gamble Health Ltd Consumer Products Equity 1.1
Tata Motors Ltd - DVR Automobiles Equity 1.1
Kovai Medical Center & Hospital Ltd Healthcare Equity 1.1
Amrutanjan Health Care Ltd Healthcare Equity 1.1
K.P.R. Mill Ltd Textiles Equity 1.1
Can Fin Homes Ltd Financials Equity 1.1
Senco Gold Ltd Consumer Products Equity 1.1
Tube Investments of India Ltd Industrial Products Equity 1.0
EID Parry India Ltd Agriculture Equity 1.0
PNB Housing Finance Ltd Finance Equity 1.0
Balrampur Chini Mills Ltd Agriculture Equity 1.0
HDFC Bank Ltd Financials Equity 1.0
Birlasoft Ltd Information Technology Equity 1.0
Gillette India Ltd Consumer Products Equity 0.9
RBL Bank Ltd Financials Equity 0.9
Amber Enterprises India Ltd Consumer Products Equity 0.9
Prudent Corporate Advisory Services Ltd Financials Equity 0.9
UTI Asset Management Co Ltd Financials Equity 0.8
NIIT Learning Systems Ltd Education Equity 0.8
BSE Ltd Finance Equity 0.8
DOMS Industries Ltd Consumer Products Equity 0.7
PNC Infratech Ltd Construction Equity 0.7
Mold-Tek Packaging Ltd Consumer Products Equity 0.7
Persistent Systems Ltd Information Technology Equity 0.7
JK Cement Ltd Materials Equity 0.7
Triveni Turbine Ltd Capital Goods Equity 0.7
Deepak Nitrite Ltd Chemicals Equity 0.6
Cello World Ltd Consumer Products Equity 0.6
Craftsman Automation Ltd Industrial Products Equity 0.6
Firstsource Solutions Ltd Services Equity 0.5
MM Forgings Ltd Industrial Products Equity 0.5
Computer Age Management Services Ltd Services Equity 0.5
ESAB India Ltd Industrial Products Equity 0.4
Dixon Technologies Ltd Consumer Electronics Equity 0.4
Central Depository Services Ltd Finance Equity 0.4
Medi Assist Healthcare Services Ltd Healthcare Equity 0.4
Butterfly Gandhimathi Appliances Ltd Consumer Products Equity 0.4
TCI Express Ltd Logistics Equity 0.3
INOX India Ltd Entertainment Equity 0.3
Laurus Labs Ltd Pharmaceuticals Equity 0.3
Cera Sanitaryware Ltd Consumer Durables Equity 0.3
ICRA Ltd Finance Equity 0.3
Hindustan Dorr Oliver Ltd Capital Goods Equity 0.0
SIP Calculator
Risk Ratios
Standard Deviation
14.1
Beta
0.7
Sharpe Ratio
1.2
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Rohit Seksaria (22 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
If up to 25% of the units are redeemed within 365 days, no exit load. More than 25% incurs 1% exit load.

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