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Snapshot
Snapshot
Sundaram Small Cap Fund (IDCW)
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Summary
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram Small Cap Fund (IDCW)
AMC : Sundaram Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 03-Jan-05
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 3871.80
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 23.38 % NA
Date 24-Jul-25 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -2.02 -0.08 9.72 16.01 8.09 17.88 16.70 16.91
Category Avg -0.08 1.30 4.76 6.52 3.89 14.55 14.04 13.59
Category Best 3.01 8.95 21.75 33.72 25.31 41.33 24.98 42.24
Category Worst -2.02 -3.81 -7.83 -9.63 -15.66 -2.57 2.31 -12.48
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8445 5.6179 0.7103 1.1658 0.0262
Asset Allocation
Holdings
Company Name% Hold
MTAR Technologie 5.21
Rategain Travel 3.56
Aster DM Health. 3.41
SJS Enterprises 3.31
Eternal 2.77
PNB Housing 2.57
Affle 3i 2.42
Craftsman Auto 2.38
Neuland Labs. 2.15
DCB Bank 2.13
EID Parry 2.12
Safari Inds. 2.05
Axis Bank 1.90
Chola Financial 1.83
Adani Ports 1.82
Angel One 1.80
KSB 1.78
AAVAS Financiers 1.70
Balrampur Chini 1.70
Ujjivan Small 1.62
Elecon Engg.Co 1.48
Natco Pharma 1.48
Venus Pipes 1.44
Brigade Enterpr. 1.42
Chalet Hotels 1.41
Equitas Sma. Fin 1.38
Sanofi Consumer 1.37
Amber Enterp. 1.34
Larsen & Toubro 1.28
ZF Commercial 1.26
Interglobe Aviat 1.24
Kalpataru Proj. 1.19
Kovai Medical 1.17
ION Exchange 1.16
Greenpanel Inds. 1.14
Prudent Corp. 1.10
CSB Bank 1.09
Five-Star Bus.Fi 1.09
Onemi Technology 1.05
Info Edg.(India) 1.04
Gujarat Energy 1.02
Medi Assist Ser. 1.02
Shivalik Bimetal 0.98
Senco Gold 0.96
RHI Magnesita 0.94
SKF India Indus. 0.92
Electronics Mart 0.92
Birla Corpn. 0.92
Deepak Nitrite 0.91
CEAT 0.88
K P R Mill Ltd 0.79
Ellen.Indl.Gas 0.78
Esab India 0.77
Orient Electric 0.73
UTI AMC 0.72
Cyient 0.71
Emami 0.71
Westlife Food 0.67
Sobha 0.64
Gland Pharma 0.64
PVR Inox 0.62
R Systems Intl. 0.61
Ganesha Ecosphe. 0.51
J B Chemicals & 0.43
Carborundum Uni. 0.40
Bandhan Bank 0.37
Navin Fluo.Intl. 0.37
Birlasoft Ltd 0.30
TD Power Systems 0.27
Neogen Chemicals 0.24
Hind.Dorr-Oliver 0.00
TBILL-364D 0.79
TREPS 2.79
Net CA & Others 0.37
Sundaram Liquid Fund - Direct (G) 1.94
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