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Sundaram Small Cap Fund Regular Plan - Growth

  • Equity
  • Small Cap
  • Very High
  • Current NAV

    ₹227.21 0.6821%

    12-04-2024
  • Annual Returns

    54.33%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.14%
  • Others 3.83%

Market Cap

Allocation
Small Cap 72.85
Mid Cap 10.43
Large Cap 10.21
Others 1.65

Sector Allocation

Financial

Services

Capital Goods

Technology

Healthcare

Materials

Construction

Consumer Staples

Automobile

Consumer Discretionary

Metals & Mining

Chemicals

Energy

Textiles

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
Multi Commodity Exchange Of India Ltd. Small Cap Services (122.29) 2.9% 27358.9 158.28%
Can Fin Homes Ltd. Small Cap Financial (9.92) 2.79% 0 37.85%
KSB Ltd. Small Cap Capital Goods (59.47) 2.78% 72.53 95.73%
Ujjivan Financial Services Ltd. Small Cap Financial (33.21) 2.59% 8.09 107.06%
Kei Industries Ltd. Mid Cap Capital Goods (59.28) 2.57% 65.26 127.13%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (33.21) 2.41% 12.2 88.56%
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (24.06) 2.34% 56.93 77.88%
Power Finance Corporation Ltd. Large Cap Financial (16.83) 2.3% 7.09 204.18%
Greenpanel Industries Ltd. Small Cap Materials (29.03) 2.12% 21.71 16.19%
Radico Khaitan Ltd. Small Cap Consumer Staples (78.43) 2.11% 93.96 62.22%
ICICI Bank Ltd. Large Cap Financial (25.23) 2.01% 18.25 23.94%
Suven Pharmaceuticals Ltd. Small Cap Healthcare (55.62) 1.96% 42.49 33.06%
Brigade Enterprises Ltd. Small Cap Construction (121.41) 1.95% 73.06 104.9%
RateGain Travel Technologies Ltd. Small Cap Technology (35.62) 1.89% 61.57 93.38%
Equitas Small Finance Bank Ltd. Small Cap Financial (25.23) 1.82% 0 43.15%
Westlife Foodworld Ltd. Small Cap Services (69.24) 1.77% 145.21 17.63%
Cyient Ltd. Small Cap Technology (35.62) 1.74% 35.29 90.96%
ICRA Ltd. Small Cap Services (43.31) 1.65% 37.03 16.11%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 1.59% 48.39 61.86%
Sobha Ltd. Small Cap Construction (121.41) 1.55% 167.42 252.34%
Chalet Hotels Ltd. Small Cap Services (69.24) 1.55% 81.61 144.66%
Coforge Ltd. Mid Cap Technology (35.62) 1.52% 49.11 37.92%
Union Bank of India Large Cap Financial (16.44) 1.49% 8.59 121.09%
Birla Corporation Ltd. Small Cap Materials (58.06) 1.48% 37.66 64.27%
Sterling and Wilson Renewable Energy Ltd. Small Cap Capital Goods (57.7) 1.46% -18.59 67.77%
Firstsource Solutions Ltd. Small Cap Services (47.28) 1.39% 27.1 78.76%
Bank of India Mid Cap Financial (16.44) 1.39% 10.17 89.76%
State Bank of India Large Cap Financial (16.44) 1.36% 10.55 45.16%
Gujarat State Petronet Ltd. Small Cap Energy (24.92) 1.36% 13.69 37.84%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 1.28% 4.14 210.47%
Birlasoft Ltd. Small Cap Technology (36.96) 1.27% 83.08 166.81%
Procter & Gamble Health Ltd. Small Cap Healthcare (55.62) 1.24% 0 -1.02%
Bajaj Finance Ltd. Large Cap Financial (33.21) 1.23% 32.37 23.17%
Carborundum Universal Ltd. Small Cap Metals & Mining (68.79) 1.17% 51.51 27.68%
RHI Magnesita India Ltd. Small Cap Capital Goods (37.64) 1.17% -24.53 -4.69%
PVR Inox Ltd. Small Cap Services (33.88) 1.17% -58.76 -8.2%
Neogen Chemicals Ltd. Small Cap Chemicals (58.97) 1.15% 86.21 -3.2%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 1.14% 0 166.23%
Kovai Medical Center & Hospital Ltd. Small Cap Healthcare (93.27) 1.1% 0 108.65%
Aster DM Healthcare Ltd. Small Cap Healthcare (93.27) 1.09% 75.04 97.37%
TD Power Systems Ltd. Small Cap Capital Goods (54.95) 1.07% 40.1 100.03%
CSB Bank Ltd. Small Cap Financial (25.23) 1.03% 0 42.85%
Affle (India) Ltd. Small Cap Technology (33.88) 1.02% 55.28 13.51%
Central Depository Services (India) Ltd. Small Cap Financial 1.01% 0%
HDFC Bank Ltd. Large Cap Financial (25.23) 1.01% 19.51 -10.01%
Amrutanjan Health Care Ltd. Small Cap Healthcare (55.62) 1.01% 0 7.15%
PNC Infratech Ltd. Small Cap Construction (32.89) 0.97% -22.68 -43.81%
Angel One Ltd. Small Cap Financial (33.21) 0.97% 24.62 130.32%
UTI Asset Management Company Ltd. Small Cap Financial (44.17) 0.92% 16.94 31.9%
NIIT Learning Systems Ltd. Small Cap Services (67.48) 0.9% 32.34 0%
Gillette India Ltd. Small Cap Consumer Staples (54.51) 0.88% 25.73 48.46%
Balrampur Chini Mills Ltd. Small Cap Consumer Staples (9.68) 0.87% 12.99 -8.63%
Tube Investments Of India Ltd. Mid Cap Automobile (103.63) 0.86% 51.62 33.66%
SJS Enterprises Ltd. Small Cap Automobile (44.22) 0.84% 69.29 137.29%
Computer Age Management Services Ltd. Small Cap Services (33.21) 0.81% 47.15 44.19%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.81% 33.85 6.16%
JK Cement Ltd. Mid Cap Materials (58.06) 0.78% 48.13 44.21%
DOMS Industries Ltd. Small Cap Consumer Staples (27.03) 0.78% 0 0%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.77% 0 6.43%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (127.79) 0.73% 132.33 167.04%
Triveni Turbine Ltd. Small Cap Construction (59.04) 0.72% 69.43 57.81%
Mold-Tek Packaging Ltd. Small Cap Materials (47.42) 0.71% 44.31 -9.19%
Inox India Ltd. Small Cap Metals & Mining (57.7) 0.65% 68.38 0%
Force Motors Ltd. Small Cap Automobile (96.54) 0.65% 29.06 569.21%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (48.45) 0.63% 82.01 57.95%
Orient Electric Ltd. Small Cap Consumer Discretionary (79.98) 0.6% 0 -6.67%
Prudent Corporate Advisory Services Ltd. Small Cap Financial (33.21) 0.57% 41.95 69.38%
Arman Financial Services Ltd. Small Cap Financial (26.13) 0.46% 55.51 41.07%
MM Forgings Ltd. Small Cap Metals & Mining (48.45) 0.45% 16.23 4.55%
KPIT Technologies Ltd. Mid Cap Technology (35.62) 0.42% 74.54 73.16%
Butterfly Gandhimathi Appliances Ltd. Small Cap Consumer Discretionary (79.98) 0.42% 0 -29.88%
Persistent Systems Ltd. Mid Cap Technology (35.12) 0.39% 60.39 85.06%
Medi Assist Healthcare Services Ltd. Services (222.33) 0.37% 61.54 0%
Cera Sanitaryware Ltd. Small Cap Materials (24.32) 0.36% -83.25 12.49%
TCI Express Ltd. Small Cap Services (33.74) 0.36% 30.91 -25.56%
Go Fashion (India) Ltd. Small Cap Services (134.52) 0.27% 0 13.23%
CE Info Systems Ltd. Small Cap Technology (45.72) 0.22% 18.8 37.71%

Market Cap

Allocation
Others 3.83

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.84% 0%
Others Others -0.01% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Small Cap Fund Regular Plan?

The top holdings of this fund are Multi Commodity Exchange Of India Ltd., Can Fin Homes Ltd., KSB Ltd., Ujjivan Financial Services Ltd., Kei Industries Ltd.

Top 5 Sector for Sundaram Small Cap Fund Regular Plan?

The major sectors of this fund are Financial, Services, Capital Goods, Technology, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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