Sundaram Small Cap Fund Institutional-Growth
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Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
- Minimum Investment₹10000000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹4107 Cr
- Created onN/A
Fund Ranking
#
/ 35 in
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-
- 1 Year-
- 3 Year (CAGR)-
- All Time (CAGR)-
Category Return
- 6 Month11.1%
- 1 Year6.7%
- 3 Year (CAGR)13.2%
- All Time (CAGR)16.4%
Asset Allocation
- Equity95.9%
- Debt0.8%
- Other3.4%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.21%
- Balrampur Chini Mills1.27%
- Birla Corporation0.74%
- Ceat0.78%
- Deepak Nitrite0.85%
Fund Information
- Expense Ratio0.00%
- Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
Jan 2022 - Present
Rohit Seksaria
Nov 2022 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.