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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 Apr-17-2020

Sundaram Select Small Cap Series-IV(G)-Direct Plan

Top 10 Holdings
Company
(%)
TREPS
99.21
Cash and Other Net Current Assets
0.79
Top 10 Sectors
Sectors
(%)
No Data Found
Asset Allocation
Market Cap Allocation
  Scheme Benchmark (S&P BSE Small-Cap)
Large-Cap 16.17 1.21
Mid-Cap 69.33 45.85
Small-Cap 14.50 64.88

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 26/02/16
to 28/02/17
50.4143.28
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 25/01/18
to 28/01/19
-16.71-29.06
Ratios
Standard Deviation[%] 16.79
Sharpe Ratio [%] 0.04
Turnover Ratio [%] 28.00
Modified Duration
YTM
Riskometer
high risk

Investors understand that their principal will be at high risk

Fund Details
Category
Market 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
S. Krishnakumar,Dwijendra Srivastava
Scheme Benchmark
S&P BSE SMALL-CAP
AUM (Rs. in Cr.)
56.04
Fund Objective

To seek capital appreciation by investing predominantly in equity/equityrelated instruments of companies that can be termed as small-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. The fund will invest in stocks that are equal to or lower than the 101st stock and upto 300th stock in the NSE (after sorting the stocks by market-capin descending order).

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

Performance Comparison with similar Schemes and Benchmark