Sundaram Small Cap Fund

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An open ended equity scheme predominantly investing in small cap stocks

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Latest Dividend

Fund Managers

Mr. S. KrishnaKumar

Fund Manager

Mr. S. KrishnaKumar

Sundaram S.M.I.L.E

Fund Features
  • Small cap fund.
  • Invests in attractively valued high growth stocks
  • Currently overweight on sectors aligned towards impending domestic economic recovery
  • Stock selection is bottom-up approach using in-house research
Suitability:

This fund is suitable for investors who are seeking capital appreciation by investing in diversified stocks that are generally termed as small and midcaps and by investing in other equities.

Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
02/08/2017 5.0 0.50 25.2229
18/05/2017 5.0 0.50 24.7617
12/06/2015 10.0 1.00 20.1145
18/03/2016 10.0 1.0 18.3781
05/08/2016 5.0 0.50 21.5640
10/11/2016 5.0 0.50 22.1187
08/02/2017 5.0 0.50 21.4443
Total dividends paid since inception - 225% - 22.50
 
Moderately High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment in diversified stocks that are generally termed as small caps.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Fund Facts

Inception February 15, 2005
Scheme Type Small Cap Fund
Benchmark S&P BSE Smallcap Index
Fund Manager S.Krishnakumar
Investment Objective Achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps.
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout, Reinvest, Sweep
Min. Initial Investment 5,000
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment