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Sundaram Small Cap Fund - Institutional Plan - Growth Option INF903J01504

NAV / 1-Day Return
163.62 / 0.49%
Total Assets
34.0 Bil
Inception Date
Nov 30, 2009
Expense Ratio
1.950%
Fee Level
Load
1.00%
Category
India Fund Small-Cap
Investment Style
Mid Growth
Minimum Initial Investment
100
Status
Limited
TTM Yield
0.00%
Turnover
49%

Morningstar’s Analysis

Dormant Funds

This share class is not eligible for a Morningstar Medalist Rating. The fund is marked as dormant. A fund must be active in order to qualify for a Medalist Rating. Rated on Nov 30, 2024

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD
Manager Change : Full Partial
Total Return %
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Investment
-32.49 46.13 -4.76 110.12 8.21 0.14 56.66 -28.63 -5.16 27.36 59.89
Category
-28.55 41.39 4.06 87.98 11.95 5.53 56.64 -16.86 -1.11 31.09 N/A
Index
-25.73 32.15 7.19 34.31 0.99 3.19 36.29 -2.11 9.69 19.99 N/A
Quartile Rank
Quartile Rank is fourth Quartile Rank is first Quartile Rank is fourth Quartile Rank is first Quartile Rank is third Quartile Rank is fourth Quartile Rank is first Quartile Rank is fourth Quartile Rank is third Quartile Rank is third
Percentile Rank
85 21 82 4 53 79 17 91 68 56
# of Invest. in Cat.
33 33 33 62 74 74 74 93 120 139
Category Name
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN054 India Fund Small-Cap
IN054 India Fund Small-Cap
IN054 India Fund Small-Cap
IN054 India Fund Small-Cap


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 95.20 0.00 95.20 93.53 100.00
Fixed Income 0.58 0.00 0.58 0.02 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 4.23 0.11 4.34 6.80 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Nov 30, 2009
Number of Managers
1
Longest Tenure
2.2 Years
Average Tenure
2.2 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Nov 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
No.
%
Equity Holding
82 97.62
Bond Holding
0 0.00
Other Holding
2 2.38
Equity Holdings
82
Bond Holdings
0
Other Holdings
2
% Assets in Top 10 Holdings
23
Reported Turnover %
48.52
As of 03/31/24
Active Share
90.71
Women Directors %
19
Women Executives %
7
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Safari Industries (India) Ltd
2.97 Feb 28, 2021 1,009,062,720
INR Indian Rupee
20.91 Consumer Cyclical
Affle India Ltd
2.57 May 31, 2021 875,072,874
INR Indian Rupee
20.91 Communication Services
Aster DM Healthcare Ltd Ordinary Shares
2.55 Nov 30, 2023 868,920,874
INR Indian Rupee
42.06 Healthcare
Greenpanel Industries Ltd Ordinary Shares
2.32 Jul 31, 2021 787,715,338
INR Indian Rupee
-15.70 Basic Materials
Rategain Travel Technologies Ltd
2.20 Jun 30, 2023 747,750,025
INR Indian Rupee
-1.05 Technology
Cholamandalam Financial Holdings Ltd
2.12 Jan 31, 2020 720,672,133
INR Indian Rupee
38.19 Financial Services
KSB Ltd
2.12 May 31, 2014 719,728,074
INR Indian Rupee
4.28 Industrials
Brigade Enterprises Ltd
1.99 Dec 31, 2012 677,494,664
INR Indian Rupee
10.92 Real Estate
E I D Parry India Ltd
1.96 Jul 31, 2024 667,115,981
INR Indian Rupee
44.77 Basic Materials
Chalet Hotels Ltd
1.92 Feb 28, 2023 652,106,099
INR Indian Rupee
8.78 Consumer Cyclical
Holdings as of Dec 31, 2024 | The top 84 largest holdings are available for display across Equity, Bond and Other.


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