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 6.55 20.39 17.84 -5.52 8.10 15.21
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 Unrated 17.84 -5.52 8.10 2.24 1,208.19
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 23.70 1.64 15.45 2.06 10,916.19
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated 17.16 0.31 14.04 1.79 9,596.12
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 29.35 4.30 18.44 1.92 6,628.36
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated 17.61 -1.60 10.63 1.87 6,216.37
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 25.84 0.17 12.75 1.91 6,001.14

Fund Holdings as on 31-December-2020

  • Laurus Labs Ltd

  • Tube Investments of India Ltd

  • Dixon Technologies (India) Ltd

  • Navin Fluorine International Ltd

  • Brigade Enterprises Ltd

  • The India Cements Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Timken India Ltd

  • Persistent Systems Ltd

  • Westlife Development Ltd

  • Amrutanjan Health Care Ltd

  • City Union Bank Ltd

  • KPIT Technologies Ltd

  • Heritage Foods Ltd

  • Multi Commodity Exchange of India Ltd

  • Praj Industries Ltd

  • Ramco Industries Ltd

  • KSB Ltd

  • Indoco Remedies Ltd

  • Century Plyboards (India) Ltd

  • Can Fin Homes Ltd

  • Himatsingka Seide Ltd

  • Rane Holdings Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • LG Balakrishnan & Bros Ltd

  • Balrampur Chini Mills Ltd

  • CSB Bank Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Astra Microwave Products Ltd

  • Chambal Fertilizers & Chemicals Ltd

  • Healthcare Global Enterprises Ltd

  • MM Forgings Ltd

  • Capacite Infraprojects Ltd

  • Cholamandalam Financial Holdings Ltd

  • AstraZeneca Pharma India Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Lemon Tree Hotels Ltd

  • Neogen Chemicals Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Cyient Ltd

  • Quess Corp Ltd

  • Arvind Fashions Ltd

  • International Paper APPM Ltd

  • Asian Granito India Ltd

  • Equitas Holdings Ltd

  • Indostar Capital Finance Ltd

  • Valiant Organics Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Finolex Industries Ltd

  • Ingersoll Rand (India) Ltd

  • INOX Leisure Ltd

  • Happiest Minds Technologies Limited

  • DCB Bank Ltd

  • Procter & Gamble Health Ltd

  • Kovai Medical Center & Hospital Ltd

  • Take Solutions Ltd

  • Cash and Other Net Current Assets

  • TREPS

  • Reverse Repo

  • Hindustan Dorr-Oliver Ltd @

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Cement & Construction Materials

  • Chemicals

  • Construction - Real Estate

  • Bank - Private

  • Engineering - Industrial Equipments

  • Cycles

  • Consumer Durables - Electronics

  • Finance - Investment

  • Air Conditioners

  • Bearings

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Consumer Food

  • Finance - Stock Broking

  • Miscellaneous

  • Wood & Wood Products

  • Finance - Housing

  • Hospital & Healthcare Services

  • Textile

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Auto Ancillary

  • Sugar

  • Telecommunication - Equipment

  • Forgings

  • Paper & Paper Products

  • Retailing

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Compressors / Pumps

  • Film Production, Distribution & Entertainment

  • Engineering - Construction

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Fund Manager

  • Cash

  • Equity

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About Sundaram Small Cap Fund

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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 ₹1,208.19 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 down ₹-1.15(-1.19%)yesterday to ₹95.552.

Among its top 3 holdings the fund has exposure to Laurus Labs Ltd, and

The Sundaram Small Cap Fund is managed by S. Krishnakumar and Ratish Varier.

Fund House Contact

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

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