Jama - Sundaram Small Cap Fund


Sundaram Small Cap Fund


NAV : 205.0862
(-0.35420000000002005
arrow_downward
)
AUM : ₹20 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.9%12.49%31.87%25.48%15.76%37.29%NA



NAV History



Expense Ratio Trends


Fund Details

NAV205.0862
Launch Date02-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio89.0%
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 6 months₹1,14,833₹1,14,516₹318
After 1 year₹1,25,485₹1,24,077₹1,408
After 3 years₹2,58,795₹2,50,377₹8,418
After 20 years₹5,66,28,494₹4,54,24,702₹1,12,03,793

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 : 37.29% 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