Sundaram Emerging Small Cap Series I Regular Plan - Growth

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Close ended equity scheme NAV 16.9995 0 09 March, 2023

Fund Details

Category Close ended equity scheme
Fund Type Close Ended
Investment Plan Growth
Launch Date 09 March, 2018
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 315.18 (As on 28-02-2023)
Turn over 19%
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 10
Exit Load Nil
Expense Ratio 1.38% (As on 28-02-2023)
Fund Manager Ranjana Gupta

Investment Returns (As on 09 Mar, 2023)

Duration Returns Benchmark Category
1 W 0.29% - -
1 M 0.71% - -
3 M 1.83% - -
6 M 3.34% - -
1 Y 4.58% - -
2 Y 5.02% - -
3 Y 5.96% - -
5 Y 7.75% - -

Risk Mesasures (As on 09 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 27.39 0.9 4.04 0.9
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 4.58% 5.96% 7.75%
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