Jama - Sundaram Small Cap Fund


Sundaram Small Cap Fund


NAV : 138.8887
(+0.522500000000008
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)
AUM : ₹1,003 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.01%-8.46%-13.12%2.91%42.22%18.12%7.45%



NAV History



Expense Ratio Trends


Fund Details

NAV138.8887
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio88.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,02,910₹1,01,765₹1,145
After 3 years₹1,64,818₹1,59,857₹4,961
After 20 years₹27,97,027₹22,81,429₹5,15,598

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 18.12% Past 3 yr Data




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.
Fund Manager:
Ravi Gopalakrishnan