RG
Ravi GopalakrishnanFund Manager Since 1 Jan 2022
EquitySmall-Cap
Sundaram Small Cap Fund - Direct Plan - Growth Option
3Y Annualised
20.35%
-0.62% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.93%
-0.62% 1D
Benchmark
Motilal Oswal Nifty Microcap 250 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 9 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹3495.63 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
12.01%
2nd
HSBC Small Cap Equity Fund Direct Growth
10.82%
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
4th
HSBC Small Cap Equity Fund - IDCW Direct
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
53rd
Sundaram Small Cap Fund - Direct Plan - Growth Option
-2.93%
Fund Managers
SK
Sudhir KediaFund Manager Since 1 Jan 2022
About Sundaram Small Cap Fund - Direct Plan - Growth Option
Sundaram Small Cap Fund - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Small Cap Fund - Direct Plan - Growth Option has ₹3495.63 Cr worth of assets under management (AUM) as of Mon Dec 08 2025. The latest Net Asset Value (NAV) of Sundaram Small Cap Fund - Direct Plan - Growth Option as of Fri Dec 05 2025 is ₹288.7302. The fund has an expense ratio of 0.85%, which is medium comparable to most other Equity funds.
Sundaram Small Cap Fund - Direct Plan - Growth Option returns for the last 1 year are -1.34%. Since launch, it has delivered 17.88% average annual returns.
The Sundaram Small Cap Fund - Direct Plan - Growth Option has the majority of its money invested in Healthcare, Communication Services, Industrials, Basic Materials, Consumer Cyclical, Technology, Financial Services sectors.
Top 5 Holdings of Sundaram Small Cap Fund - Direct Plan - Growth Option.
- Aster DM Healthcare Ltd Ordinary Shares: 3.26%
- Affle 3i Ltd: 2.93%
- MTAR Technologies Ltd: 2.92%
- E I D Parry India Ltd: 2.81%
- Craftsman Automation Ltd: 2.69%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Small Cap Fund - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
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Sundaram Banking & PSU Fund Growth
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Sundaram Banking & PSU Fund Regular Growth
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3Y CAGR
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expense ratio
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fund size
₹403.70 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
