Reliabull Wealth Managers Pvt. Ltd.

Sundaram Small Cap Fund(G)

As on May-27-2022 change fund

129.98

1.74 (1.36%)

fund objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2017-2018	2018-2019	2019-2020	2020-2021	2021-2022
NAV in Rs (as on 31-Mar-2022)	98.51	84.43	52.52	106.29	145.75
Net Assets(Rs Crores) (as on 31-Mar-2022)	1277.64	1189.79	731.55	1248.41	2030.73
Scheme Returns(%)(Absolute)	10.91	-16.11	-38.20	103.15	35.95
B'mark Returns(%)(Absolute)	10.18	-15.85	-46.65	129.15	26.00
Category Rank	128/353	260/261	213/234	25/218	29/204

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2021-2022	21.25	13.15	4.72	-4.55
2020-2021	22.02	20.46	23.35	11.61
2019-2020	-3.86	-9.15	2.36	-30.42
2018-2019	-9.59	-12.80	3.46	5.08
2017-2018	9.15	-0.86	19.29	-13.17

Top 10 holdings

company	(%)
KPIT Technologies Ltd.	3.38
Can Fin Homes Ltd.	3.10
Multi Commodity Exchange Of In...	2.73
KSB Ltd.	2.49
Tube Investments of India Ltd.	2.41
Amrutanjan Health Care Ltd.	2.29
Computer Age Management Servic...	2.11
Ashok Leyland Ltd.	2.09
Neogen Chemicals Ltd.	2.06
ICICI Bank Ltd.	1.99

Top 10 sectors

sectors	(%)
IT - Software	10.17
Pharmaceuticals & Drugs	6.58
Bank - Private	4.92
Chemicals	4.72
Finance - Housing	4.21
Engineering - Industrial Equipments	3.98
Bank - Public	3.33
Automobiles-Trucks/Lcv	3.04
Wood & Wood Products	2.81
Finance - Stock Broking	2.73

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Small Cap Fund(G)	Small-Growth	15-Feb-2005	1,999.96	6.45	14.99	7.03	16.74	15.99
Quant Small Cap Fund(G)	Small-Growth	16-Oct-1996	1,822.46	12.99	35.44	19.25	14.18	10.66
BOI AXA Small Cap Fund-Reg(G)	Small-Growth	19-Dec-2018	296.55	9.84	28.99	NA	NA	27.59
Canara Rob Small Cap Fund-Reg(G)	Small-Growth	15-Feb-2019	2,514.25	23.07	27.81	NA	NA	27.14
Kotak Small Cap Fund(G)	Small-Growth	24-Feb-2005	7,384.60	13.06	27.58	15.85	20.46	17.00
Axis Small Cap Fund-Reg(G)	Small-Growth	29-Nov-2013	9,261.23	13.79	25.16	18.38	NA	22.57
Edelweiss Small Cap Fund-Reg(G)	Small-Growth	07-Feb-2019	1,169.32	10.68	24.23	NA	NA	27.04
Union Small Cap Fund-Reg(G)	Small-Growth	10-Jun-2014	607.11	11.13	24.10	13.10	NA	12.93
Nippon India Small Cap Fund(G)	Small-Growth	16-Sep-2010	19,768.28	15.69	23.60	16.29	24.43	19.18
SBI Small Cap Fund-Reg(G)	Small-Growth	09-Sep-2009	12,097.84	10.29	23.55	18.09	25.32	19.68
Tata Small Cap Fund-Reg(G)	Small-Growth	12-Nov-2018	2,092.05	13.47	22.79	NA	NA	21.16
ICICI Pru Smallcap Fund(G)	Small-Growth	18-Oct-2007	3,619.64	16.65	22.27	13.50	16.88	11.34
DSP Small Cap Fund-Reg(G)	Small-Growth	14-Jun-2007	8,848.57	15.10	21.82	11.41	21.43	16.86
Invesco India Smallcap Fund-Reg(G)	Small-Growth	30-Oct-2018	1,256.90	7.89	20.57	NA	NA	19.44
L&T Emerging Businesses Fund-Reg(G)	Small-Growth	12-May-2014	8,014.47	16.32	18.75	12.28	NA	19.20
IDBI Small Cap Fund(G)	Small-Growth	21-Jun-2017	134.44	14.64	18.47	NA	NA	9.95
Sundaram Emerging Small Cap-Sr-II-Reg(G)	Small-Growth	09-Apr-2018	315.12	19.94	17.30	NA	NA	9.73
HDFC Small Cap Fund-Reg(G)	Small-Growth	03-Apr-2008	12,955.51	7.93	14.38	12.94	17.85	14.27
HSBC Small Cap Equity Fund(G)	Small-Growth	19-May-2005	313.03	6.31	13.87	8.13	16.02	12.53
Franklin India Smaller Cos Fund(G)	Small-Growth	13-Jan-2006	7,014.48	8.10	13.65	8.50	19.98	13.59
Aditya Birla SL Small Cap Fund(G)	Small-Growth	31-May-2007	2,814.24	-1.23	9.82	5.10	15.57	10.79
UTI Small Cap Fund-Reg(G)	Small-Growth	22-Dec-2020	2,113.82	11.29	NA	NA	NA	25.11
IDFC Emerging Businesses Fund-Reg(G)	Small-Growth	25-Feb-2020	1,399.37	5.89	NA	NA	NA	34.31
ITI Small Cap Fund-Reg(G)	Small-Growth	17-Feb-2020	396.17	-12.76	NA	NA	NA	10.44
PGIM India Small Cap Fund-Reg(G)	Small-Growth	29-Jul-2021	1,802.03	NA	NA	NA	NA	-2.50

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