Mutual Fund- 

sundaram small cap fund

By Rajendra

Mar 23, 2023

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Scheme Analysis

Category 

SmallCap

Inception

Mar 28, 2005

Benchmark

Nifty Small Cap 250

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1,962 Cr

Fund Manager

Ravi Gopalakrishnan Rohit Seksaria

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Sndaram Small Cap Fund

– Invests  in attractively valued high growth stocks

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

13,090

54,951

96,988

Returns

18.20%

30.02%

19.48%

Monthly SIP of 1,000

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

Top 5 Holding

KSB

Can Fin Home

KPIT Tech

Radico Khaitan

Westlife

3.50

3.20

2.90

2.80

2.70

Total  -  15.10

– Currently   overweight on sectors aligned towards impending domestic economic recovery

KSB Ltd

Can Fin Homes

Ashok Leyland

WestLife Developer

SBI

Over Weights

Under Weights

Apollo Tyres

Redington

Elgi Equipment

IDFC

Citi Union Bank

Industrial Product

Consumer Durable

Capital market

Top 5 Sector

11.60

10.90

8.40

8.10

7.60

Finance

Bank

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

5.50%

23.90%

7.80%