RG
Ravi GopalakrishnanFund Manager Since 1 Jan 2022
EquitySmall-Cap
Sundaram Small Cap Fund - Regular Plan - Growth Option
3Y Annualised
17.56%
0.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.94%
0.21% 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
4 years 3 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹2955.26 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Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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 - IDCW Direct
10.82%
4th
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
20th
Sundaram Small Cap Fund - Regular Plan - Growth Option
2.94%
Fund Managers
SK
Sudhir KediaFund Manager Since 1 Jan 2022
About Sundaram Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund - Regular Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 20 years, having been launched on 2005-02-15. Sundaram Small Cap Fund - Regular Plan - Growth Option has ₹2955.26 Cr worth of assets under management (AUM) as of Thu May 08 2025. The latest Net Asset Value (NAV) of Sundaram Small Cap Fund - Regular Plan - Growth Option as of Mon May 05 2025 is ₹234.7334. The fund has an expense ratio of 1.98%, which is medium comparable to most other Equity funds.
Sundaram Small Cap Fund - Regular Plan - Growth Option returns for the last 1 year are -0.22%. Since launch, it has delivered 16.85% average annual returns.
The Sundaram Small Cap Fund - Regular Plan - Growth Option has the majority of its money invested in Healthcare, Communication Services, Consumer Cyclical, Financial Services, Industrials, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Sundaram Small Cap Fund - Regular Plan - Growth Option.
- Aster DM Healthcare Ltd Ordinary Shares: 3.11%
- Affle India Ltd: 2.78%
- Safari Industries (India) Ltd: 2.68%
- Cholamandalam Financial Holdings Ltd: 2.58%
- PNB Housing Finance Ltd: 2.43%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2005-02-15 |
| 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 - Regular 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
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
14.53%
expense ratio
0.80%
fund size
₹5618.99 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
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expense ratio
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fund size
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Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
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expense ratio
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fund size
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Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹352.67 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.03%
expense ratio
0.42%
fund size
₹352.67 Cr
FAQs
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