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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on NA

Sundaram Select Micro Cap-Series XVII-(G)-Direct Plan

Top 10 Holdings
Company
(%)
Hindustan Petroleum Corporation Ltd.
0.40
Greenpanel Industries Ltd.
0.24
Quess Corp Ltd.
NA
Equitas Holdings Ltd. - (Amalgamated)
NA
Healthcare Global Enterprises Ltd.
NA
Top 10 Sectors
Sectors
(%)
Refineries
0.40
Wood & Wood Products
0.24
Asset Allocation
Market Cap Allocation
  Scheme Benchmark (S&P BSE Small-Cap)
Large-Cap 0.00 12.67
Mid-Cap 0.40 39.76
Small-Cap 0.24 93.06

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 27/05/20
to 27/05/21
136.79122.16
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 22/03/19
to 24/03/20
-45.17-39.85
Ratios
Standard Deviation[%] 16.03
Sharpe Ratio [%] -0.26
Turnover Ratio [%] 26.00
Modified Duration
YTM
Riskometer
riskometer

Investors understand that their principal will be at low to moderate risk

Fund Details
Category
Small cap Fund
Inception Date (Regular Plan)
NA
Inception Date (Direct Plan)
NA
Expense Ratio (Direct Plan) %
NA
Expense Ratio (Regular Plan) %
NA
Investing Style
Small Value
Fund Manager
Rohit Seksaria,Sudhir Kedia
Scheme Benchmark
S&P BSE SMALL-CAP
AUM (Rs. in Cr.)
116.47
Fund Objective

To seek capital appreciation by investing predominantly in equity/equityrelated instruments of companies that can be termed as micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment willbe considered to be in micro-cap category

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Sundaram Select Micro Cap-Series XVII-(G)-Direct Plan S&P BSE Small-Cap

Performance Comparison with similar Schemes and Benchmark