Sundaram Small Cap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 22-01-2019

  • PersonalFN Rating

    Sundaram Small Cap Fund - Growth - Regular Plan 1 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • 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-Regular Growth -1.23 3.37 -29.37 7.81 20.50 15.99
NIFTY 50 - TRI 1.61 6.83 1.03 15.28 12.90 13.55
S&P BSE Small-Cap - TRI -2.05 3.91 -26.34 11.47 17.91 6.69

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-Regular Growth Feb 15, 2005 -29.37 7.81 20.50 2.35 1,088.30
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 -8.68 13.21 21.66 2.67 246.26
HSBC Small Cap Equity Fund - Growth May 19, 2005 -26.06 10.72 19.08 2.41 754.69
ICICI Prudential Smallcap Fund - Growth Oct 18, 2007 -24.97 8.63 11.95 2.61 176.29
Kotak-Small Cap Fund - Growth Feb 24, 2005 -18.80 12.58 19.33 2.24 1,067.41
Quant Small Cap Fund -Growth Oct 16, 1996 1.70 5.37 7.14 2.25 1.32

Fund Holdings as on 31-December-2018

  • NRB Bearing Ltd

  • Navin Fluorine International Ltd

  • V-Guard Industries Ltd

  • TREPS

  • Praj Industries Ltd

  • Rane Holdings Ltd

  • DCB Bank Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Heritage Foods Ltd

  • HeidelbergCEMENT India Ltd

  • Kalpataru Power Transmission Ltd

  • Ramco Industries Ltd

  • PNC Infratech Ltd

  • ISGEC Heavy Engineering Ltd

  • LG Balakrishnan & Bros Ltd

  • Timken India Ltd

  • INOX Leisure Ltd

  • ITD Cementation India Ltd

  • Himatsingka Seide Ltd

  • Ashoka Buildcon Ltd

  • HSIL Ltd

  • The India Cements Ltd

  • Take Solutions Ltd

  • Century Plyboards (India) Ltd

  • Brigade Enterprises Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Amrutanjan Health Care Ltd

  • MM Forgings Ltd

  • Magma Fincorp Ltd

  • KSB Ltd

  • Karur Vysya Bank Ltd

  • Healthcare Global Enterprises Ltd

  • Capacit'e Infraprojects Ltd

  • TD Power Systems Ltd

  • Khadim India Ltd

  • Rallis India Ltd

  • Raymond Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ramco Systems Ltd

  • Sandhar Technologies Ltd

  • Johnson Controls – Hitachi Air Conditioning India Ltd

  • Astra Microwave Products Ltd

  • Star Cement Ltd

  • Trent Ltd

  • Redington (India) Ltd

  • VA Tech Wabag Ltd

  • Asian Granito India Ltd

  • Westlife Development Ltd

  • Cash and Other Net Current Assets

  • Hindustan Dorr-Oliver Ltd **

View More
  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Bearings

  • Engineering - Construction

  • Electric Equipment

  • Bank - Private

  • Chemicals

  • Miscellaneous

  • Auto Ancillary

  • Construction - Real Estate

  • Finance - Investment

  • Hospital & Healthcare Services

  • IT - Software

  • Consumer Food

  • Transmission Towers / Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

  • Retailing

  • Textile

  • Wood & Wood Products

  • Hotel, Resort & Restaurants

  • Pharmaceuticals & Drugs

  • Forgings

  • Finance - NBFC

  • Pesticides & Agrochemicals

  • Textile - Weaving

  • Trading

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Telecommunication - Equipment

View More

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 ₹1,088.30 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 ₹-0.82(-1.03%)yesterday to ₹78.23.

Among its top 3 holdings the fund has exposure to NRB Bearing 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

View More