Sundaram Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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-Regular Growth 7.83 11.41 7.93 26.81 9.53 16.48
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 - TRI N/A N/A N/A N/A N/A N/A

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Small Cap Fund-Regular Growth Feb 15, 2005 7.93 26.81 9.53 2.13 1,953.04
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 15.76 34.60 18.77 1.94 20,362.58
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 7.37 23.73 15.11 1.91 12,933.64
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 18.93 31.64 19.68 1.74 12,824.65
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 13.69 29.68 20.25 2.04 9,811.15
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 12.31 30.66 14.11 1.88 8,747.73

Fund Holdings as on 31-July-2022

  • TREPS

  • Can Fin Homes Ltd

  • KPIT Technologies Ltd

  • KSB Ltd

  • Ashok Leyland Ltd

  • Westlife Development Ltd

  • Tube Investments of India Ltd

  • Multi Commodity Exchange of India Ltd

  • ICICI Bank Ltd

  • Radico Khaitan Ltd

  • KEI Industries Ltd

  • Amrutanjan Health Care Ltd

  • Computer Age Management Services Ltd

  • Neogen Chemicals Ltd

  • State Bank of India

  • ICRA Ltd

  • Brigade Enterprises Ltd

  • Canara Bank

  • Navin Fluorine International Ltd

  • Birlasoft Ltd

  • Cyient Ltd

  • Carborundum Universal Ltd

  • UTI Asset Management Co Ltd

  • RHI Magnesita India Ltd

  • Housing Development Finance Corporation Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • CE Info Systems Private Limited

  • BEML Ltd

  • Green Panel Industries Ltd

  • Dixon Technologies (India) Ltd

  • Tata Motors Ltd - DVR

  • Orient Electric Ltd

  • Suven Pharmaceuticals Ltd

  • Safari Industries (India) Ltd

  • Birla Corporation Ltd

  • Timken India Ltd

  • Bajaj Finance Ltd

  • Jubilant Foodworks Ltd

  • Amber Enterprises India Ltd

  • Affle (India) Ltd

  • HDFC Bank Ltd

  • CSB Bank Ltd

  • Metro Brands Ltd

  • Cholamandalam Financial Holdings Ltd

  • Kajaria Ceramics Ltd

  • Zydus Wellness Ltd

  • Subros Ltd

  • Axis Bank Ltd

  • Sona BLW Precision Forgings Ltd

  • JK Cement Ltd

  • Century Plyboards (India) Ltd

  • Central Depository Services (India) Ltd

  • Procter & Gamble Health Ltd

  • Balrampur Chini Mills Ltd

  • MM Forgings Ltd

  • Max Financial Services Ltd

  • Mold-Tek Packaging Ltd

  • Force Motors Ltd

  • PNC Infratech Ltd

  • Gland Pharma Ltd

  • KNR Construction Ltd

  • Anupam Rasayan India Ltd

  • Kovai Medical Center & Hospital Ltd

  • Cera Sanitaryware Ltd

  • Tata Elxsi Ltd

  • Persistent Systems Ltd

  • Go Fashion (India ) Ltd

  • K.P.R. Mill Ltd

  • TCI Express Ltd

  • VIP Industries Ltd

  • Route Mobile Ltd

  • Greenlam Industries Ltd

  • Vedant Fashions Ltd

  • Metropolis Healthcare Ltd

  • Heritage Foods Ltd

  • Himatsingka Seide Ltd

  • Hindustan Dorr-Oliver Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Housing

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  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Cycles

  • Wood & Wood Products

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  • Breweries & Distilleries

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  • Ceramics/Marble/Granite/Sanitaryware

  • Retailing

  • Household & Personal Products

  • Engineering - Construction

  • Abrasives

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  • Refractories

  • Consumer Durables - Electronics

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Bearings

  • Air Conditioners

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  • Hospital & Healthcare Services

  • Textile

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  • Sugar

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  • Plastic Products

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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 ₹1,953.04 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended up ₹1.02(0.71%)yesterday to ₹145.3665.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Small Cap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

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

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