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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
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刀塔2决赛
NAV as of ( Sep 09, 2022 )
₹ 163.74 0.37 % 1-D Change
Returns
17.41% p.a.
You get upto 1.24% extra returns
ET Money's Fund Report Card - Sundaram Small Cap Fund
ET Money Rank
11
Out of 16
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
2/5
Downside Protection
Good
Controlled losses during market corrections
2/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
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Scheme Details
| ET Money Rank | 11 Out of 16 |
| VRO Rating | |
| Expense ratio | 0.87% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,953 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Smallcap 250 TRI |
| Min. Investment |
SIP ₹ 100 & Lumpsum ₹ 100 |
About Sundaram Small Cap Fund
Sundaram Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from
Sundaram Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Small Cap Fund Direct-Growth has ₹1,953 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.87%, which is higher than what most other
Small Cap
funds charge.
.....
- Sundaram Small Cap Fund Direct-Growth returns of last 1-year are 10.38%. Since launch, it has delivered 17.97% average annual returns. The fund has doubled the money invested in it every 2 yrs.
- Sundaram Small Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
- The fund has the majority of its money invested in Financial, Services, Technology, Capital Goods, Automobile sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in Can Fin Homes Ltd., KPIT Engineering Ltd., KSB Pumps Ltd., Ashok Leyland Ltd., Westlife Development Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jul 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 9.63%
Mid Cap 16.94%
Small Cap 67.56%
Other Cap 0%
Allocation by Sector
Financial 18.96%
Services 10.84%
Technology 10.46%
Capital Goods 10.19%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Repo 5.9%
Other Holdings
Others 5.9%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with small cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Small Cap Fund | 22.77% | ||
| Axis Small Cap Fund | 21.41% | ||
| SBI Small Cap Fund | 20.57% | ||
| Kotak Small Cap Fund | 19.72% | ||
| Nippon India Small Cap | 19.5% | ||
| ICICI Prudential Smallcap Fund | 17.06% | ||
| L&T Emerging Businesses Fund | 14.96% | ||
| Sundaram Small Cap Fund | 10.4% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 5.12% | 5.8% | 19 / 24 |
| 3 months | 19.58% | 18.04% | 7 / 24 |
| 6 months | 9.43% | 8.95% | 12 / 24 |
| 1 year | 8.45% | 9.41% | 15 / 22 |
| 3 years | 29.88% | 34.17% | 13 / 17 |
| 5 years | 10.4% | 16.42% | 11 / 12 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Sundaram Small Cap Fund
EQUITY SMALL CAP
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
- Std. Dev : 27.65
- Alpha : 4.27
- Beta : 0.91
- Sharpe : 1.02
- Sortino : 0.97
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Ravi Gopalakrishnan
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
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Sudhir Kedia
Mr. Kedia is CA, CMA and MBA.
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Sundaram Mutual Fund
TOTAL AUM:
₹39,954 Crs
As on Jun 30, 2022
- Phone: 1860-425-7237
-
Address: Sundaram Towers, 2nd Floor,
46, Whites Road,
Royapettah
Chennai, 600014
