Sundaram Small Cap Fund - Growth - Regular Plan

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  • (-0.3%)Nav, as on 02-07-2025

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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 3.80 16.63 3.63 26.28 32.21 17.36
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - 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 3.63 26.28 32.21 1.94 3,310.65
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 0.34 30.46 38.04 1.41 63,006.73
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 4.96 29.40 34.37 1.59 34,032.09
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -0.97 21.92 29.11 1.56 34,028.06
Quant Small Cap Fund -Growth Oct 16, 1996 -2.53 31.76 44.23 1.58 28,205.21
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 7.04 24.81 31.25 1.60 25,062.36

Fund Holdings as on 31-May-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • PNB Housing Finance Ltd

  • Affle (India) Ltd

  • KSB LTD

  • Craftsman Automation Ltd

  • EID Parry India Ltd

  • Ujjivan Small Finance Bank Ltd

  • S.J.S. Enterprises Ltd

  • Balrampur Chini Mills Ltd

  • Cholamandalam Financial Holdings Ltd

  • Angel One Ltd

  • MTAR Technologies Ltd

  • Chalet Hotels Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Equitas Small Finance Bank Limited

  • TD Power Systems Ltd

  • CSB Bank Ltd

  • Adani Ports and Special Economic Zone Ltd

  • DCB Bank Ltd

  • Sobha Ltd

  • Rate Gain Travel Technologies Ltd

  • Green Panel Industries Ltd

  • Ceat Ltd

  • Brigade Enterprises Ltd

  • Neuland Laboratories Ltd

  • Westlife Foodworld Ltd

  • Multi Commodity Exchange of India Ltd

  • Ion Exchange (India) Ltd

  • Kovai Medical Center & Hospital Ltd

  • RHI Magnesita India Ltd

  • Tega Industries Ltd

  • Larsen & Toubro Ltd

  • Prudent Corporate Advisory Services Ltd

  • Birla Corporation Ltd

  • Gujarat State Petronet Ltd

  • Medi Assist Healthcare Services Ltd

  • R Systems International Ltd

  • Cyient Ltd

  • Kalpataru Projects International Ltd

  • Orient Electric Ltd

  • Emami Ltd

  • Zomato Ltd

  • SKF India Ltd

  • Laurus Labs Ltd

  • PVR INOX Ltd

  • ESAB India Ltd

  • Shivalik Bimetal Controls Ltd

  • UTI Asset Management Co Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Neogen Chemicals Ltd

  • K.P.R. Mill Ltd

  • Senco Gold Ltd

  • Carborundum Universal Ltd

  • Electronics Mart India Ltd

  • Amber Enterprises India Ltd

  • Creditaccess Grameen Ltd

  • KEI Industries Ltd

  • REC Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Birlasoft Ltd

  • Tata Motors Ltd

  • JK Cement Ltd

  • Navin Fluorine International Ltd

  • IndusInd Bank Ltd

  • NIIT Learning Systems Ltd

  • HDFC Bank Ltd

  • Deepak Nitrite Ltd

  • Cash and Other Net Current Assets

  • Hindustan Dorr Oliver Ltd @

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Sugar

  • Household & Personal Products

  • Finance - Stock Broking

  • Construction - Real Estate

  • Finance - Housing

  • BPO/ITeS

  • Engineering - Construction

  • Compressors / Pumps

  • Finance - Investment

  • Engineering

  • Chemicals

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Electric Equipment

  • Port

  • Wood & Wood Products

  • Tyres & Allied

  • Restaurants

  • Environmental Services

  • Refractories

  • Engineering - Industrial Equipments

  • Finance - Others

  • Gas Transmission/Marketing

  • Business Support

  • Consumer Durables - Domestic Appliances

  • e-Commerce

  • Bearings

  • Film Production, Distribution & Entertainment

  • Finance - Asset Management

  • Metal - Non Ferrous

  • Electrodes & Welding Equipment

  • Textile

  • Diamond & Jewellery

  • Abrasives

  • Retailing

  • Air Conditioners

  • Finance - NBFC

  • Cable

  • Finance Term Lending

  • Automobiles-Trucks/Lcv

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  • Cash

  • Equity

  • MFU

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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 ₹3,310.65 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended down ₹-0.78(-0.3%)yesterday to ₹260.4601.

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

The Sundaram Small Cap Fund is managed by Rohit Seksaria .

Fund House Contact

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

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