Sundaram Small Cap Fund - Growth - Regular Plan Regular Plan

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  • Net Change on 21-06-2018

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Fund Overview

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Small Cap Fund -6.23 -5.14 -5.06 12.00 28.32 18.25
NIFTY 50 - TRI 2.02 6.80 13.15 10.81 15.17 13.88
S&P BSE Small-Cap - TRI -3.82 -3.04 6.99 15.97 25.06 8.62

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Small Cap Fund Feb 15, 2005 -5.06 12.00 28.32 2.55 1,305.08
HSBC Small Cap Equity Fund May 19, 2005 4.04 13.59 28.58 2.39 629.81
Kotak Small Cap Fund Feb 24, 2005 3.23 14.30 23.95 2.30 852.93
SBI Small Cap Fund Sep 09, 2009 18.76 20.81 34.65 2.32 808.86
Sundaram Small Cap Fund Feb 15, 2005 -5.06 12.00 28.32 2.55 1,305.08

Fund Holdings as on 31-May-2018

  • Rane Holdings Ltd

  • Navin Fluorine International Ltd

  • V-Guard Industries Ltd

  • Heritage Foods Ltd

  • JK Cement Ltd

  • NRB Bearing Ltd

  • Ashoka Buildcon Ltd

  • LG Balakrishnan & Bros Ltd

  • Himatsingka Seide Ltd

  • PNC Infratech Ltd

  • Take Solutions Ltd

  • Thyrocare Technologies Ltd

  • DCB Bank Ltd

  • Praj Industries Ltd

  • Kalpataru Power Transmission Ltd

  • Century Plyboards (India) Ltd

  • ITD Cementation India Ltd

  • HSIL Ltd

  • Ramco Industries Ltd

  • Timken India Ltd

  • HeidelbergCEMENT India Ltd

  • Magma Fincorp Ltd

  • ISGEC Heavy Engineering Ltd

  • The India Cements Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Brigade Enterprises Ltd

  • CBLO

  • Khadim India Ltd

  • INOX Leisure Ltd

  • Capacit'e Infraprojects Ltd

  • Karur Vysya Bank Ltd

  • Amrutanjan Health Care Ltd

  • Gateway Distriparks Ltd

  • KSB Pumps Ltd

  • Star Cement Ltd

  • TD Power Systems Ltd

  • Rallis India Ltd

  • Raymond Ltd

  • Asian Granito India Ltd

  • Ramco Systems Ltd

  • Healthcare Global Enterprises Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Astra Microwave Products Ltd

  • Sandhar Technologies Ltd

  • VA Tech Wabag Ltd

  • Redington (India) Ltd

  • Srei Infrastructure Finance Ltd

  • Vijaya Bank

  • Solara Active Pharma Sciences Ltd

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Bearings

  • Electric Equipment

  • Finance - Investment

  • Bank - Private

  • Auto Ancillary

  • IT - Software

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Food

  • Construction - Real Estate

  • Finance - NBFC

  • Textile

  • Hospital & Healthcare Services

  • Transmission Towers / Equipments

  • Wood & Wood Products

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Household & Personal Products

  • Film Production, Distribution & Entertainment

  • Logistics

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Textile - Weaving

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Equipment

  • Trading

  • Bank - Public

  • Unspecified

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About Sundaram Small Cap Fund

Scheme Analysis

Sundaram Small Cap Fund is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 15-Feb-2005 and currently has an AUM of ₹1,305.08 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Small-Cap - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended down ₹-0.72(-0.77%)yesterday to ₹93.03.

Among its top 3 holdings the fund has exposure to Rane Holdings Ltd, Navin Fluorine International Ltd and V-Guard Industries Ltd

The Sundaram Small Cap Fund is managed by S. Krishnakumar .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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