The 4-Year-Old Small Cap Fund Has Given 77.35% SIP Returns In 2 Years

You begin SIP investing with a long-term financial objective in mind. Mutual fund SIP is one smartest investment decision one can take in the early days of their life as an investor. This Small cap Mutual fund scheme has given good returns in lump-sum as well as SIP Investment. Read to know more!

Sundaram Select Micro Cap - Series XIV - Direct Plan-Growth

It is a small-cap medium-sized mutual fund of its category launched on 28 April 2017 by the Sundaram Mutual Fund. The Series XIV Direct-Growth scheme of the fund has worth Rs 214.72 Crores of assets under management (AUM). The Scheme's recent declared NAV or Net Asset Value dated 01st April 2022 is Rs 16.7728. The expense ratio of this scheme is 0.73%, it very close to its category average. The benchmark of this scheme is S&P BSE Small-Cap TRI. This scheme has no lock-in period. This fund is risky to invest. For investment, this fund is good to park money for 3 to years. 

Absolute And Annualized Returns

Lump-Sum Investment Returns

The scheme has given 44.48% returns in the last 1 year. On the other hand, since its inception, it has delivered 11.06% average annual returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	44.48%	44.48%
2 Year	205.14%	74.68%
3 Year	76.25%	20.77%
Since Inception	67.73%	11.06%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	12.30%	23.58%
2 Year	65.96%	57.56%
3 Year	77.35%	41.00%

Portfolio

Indian equities account for 39.03 percent of the fund's holdings, with small-cap companies accounting for 33.44 percent. The financial, automobile, services, materials, and technology sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Financial and Automobile industries. Escorts Ltd., Crompton Greaves Ltd., Century Plyboards (India) Ltd., Equitas Micro Finance India Pvt Ltd., and Persistent Systems Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.