Mutual Fund- 

sundaram small cap fund

By Rajendra

Sep 25, 2022

image source -Unsplash

Scheme Analysis

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Sundaram Small Cap Fund

Category 

Small Cap

Inception

Feb,   2005

Benchmark

BSE 250 SmallCap

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AUM  - 2,044 Cr

Fund Manager

Ravi Gopalkrishnan

– Invests  in attractively valued high growth stocks

– Stock  selection approach is bottom-up using in-house research

Top 5 Holding

KSB

Can Fin Home

KPIT Tech

westlife

Ashok Leyland

3.40

3.20

3.00

2.60

2.60

Total  -  14.80

– Currently   overweight on sectors aligned towards impending domestic economic recovery

Industrial Product

Consumer Durable

Bank

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Top 5 Sector -34.48%

11.50

11.30

8.90

8.10

7.10

IT

Capital Market

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Scheme Performance

Exit Load

1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

8.70%

29.90%

10.10%