Sundaram Emerging Small Cap Series I Regular Plan - Growth

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Close ended equity scheme NAV 16.8904 -1.81 23 September, 2022
Sundaram Emerging Small Cap Series I Regular Plan - Growth was previously known as

Sundaram Emerging Small Cap Series I (G)

Fund Details

Category Close ended equity scheme
Fund Type Close Ended
Investment Plan Growth
Launch Date 09 March, 2018
Benchmark S&P BSe Small Cap Index
Asset Size(Cr) 268.20 (As on 30-06-2022)
Turn over 35.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 10
Exit Load Nil
Expense Ratio 1.38% (As on 31-05-2022)
Fund Manager Dwijendra Srivastava,Rohit Seksaria,Sudhir Kedia

Investment Returns (As on 23 Sep, 2022)

Duration Returns Benchmark Category
1 W 0.54% - -
1 M 2.85% - -
3 M -12.68% - -
6 M -16.71% - -
1 Y -2.21% - -
2 Y 42.7% - -
3 Y 16.93% - -
5 Y 6.91% - -

Risk Mesasures (As on 23 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.66 3.58 0.92
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 3.52%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Emerging Small Cap Series I Regular Plan - Growth -2.21% 16.93% 6.91%
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