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 6.18 25.67 -18.21 -12.57 -1.31 13.02
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 -18.21 -12.57 -1.31 2.44 802.82
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -9.86 -2.91 7.56 2.17 6,943.83
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated -22.04 -4.45 4.83 2.00 6,593.65
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -22.99 -9.62 0.94 1.96 4,600.92
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated -19.78 -7.85 5.66 2.08 4,186.74
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated -8.13 -6.60 4.11 2.02 3,891.12

Fund Holdings as on 31-May-2020

  • Navin Fluorine International Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • JK Cement Ltd

  • Tube Investments of India Ltd

  • Timken India Ltd

  • HeidelbergCement India Ltd

  • The India Cements Ltd

  • Amrutanjan Health Care Ltd

  • V-Guard Industries Ltd

  • INOX Leisure Ltd

  • Westlife Development Ltd

  • NRB Bearing Ltd

  • Laurus Labs Ltd

  • Heritage Foods Ltd

  • Thyrocare Technologies Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Ramco Industries Ltd

  • Brigade Enterprises Ltd

  • Kalpataru Power Transmission Ltd

  • LG Balakrishnan & Bros Ltd

  • Indoco Remedies Ltd

  • DCB Bank Ltd

  • ISGEC Heavy Engineering Ltd

  • Reverse Repo

  • Century Plyboards (India) Ltd

  • Praj Industries Ltd

  • KSB Ltd

  • Sanofi India Ltd

  • Neogen Chemicals Ltd

  • TD Power Systems Ltd

  • Rane Holdings Ltd

  • Healthcare Global Enterprises Ltd

  • Astra Microwave Products Ltd

  • Amar Raja Batteries Ltd

  • Cash and Other Net Current Assets

  • Indian Railway Catering & Tourism Corporation Ltd

  • Rallis India Ltd

  • KEI Industries Ltd

  • Ingersoll Rand (India) Ltd

  • Take Solutions Ltd

  • KPIT Technologies Ltd

  • Star Cement Ltd

  • HSIL Ltd

  • Raymond Ltd

  • Lemon Tree Hotels Ltd

  • ITD Cementation India Ltd

  • Ujjivan Small Finance Bank Ltd

  • Somany Home Innovation Ltd

  • Himatsingka Seide Ltd

  • MM Forgings Ltd

  • Cholamandalam Financial Holdings Ltd

  • Capacite Infraprojects Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Quess Corp Ltd

  • Sandhar Technologies Ltd

  • Asian Granito India Ltd

  • CSB Bank Ltd

  • City Union Bank Ltd

  • Arvind Fashions Ltd

  • VA Tech Wabag Ltd

  • Magma Fincorp Ltd

  • Khadim India Ltd

  • Kennametal India Ltd

  • TCNS Clothing Co. Ltd

  • Hindustan Dorr-Oliver Ltd

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  • Cement & Construction Materials

  • Chemicals

  • Pharmaceuticals & Drugs

  • Bearings

  • Air Conditioners

  • Cycles

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Bank - Private

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • Finance - Others

  • Construction - Real Estate

  • Auto Ancillary

  • Consumer Food

  • Hospital & Healthcare Services

  • Finance - Investment

  • IT - Software

  • Transmission Towers / Equipments

  • Wood & Wood Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Equipment

  • Batteries

  • Travel Services

  • Pesticides & Agrochemicals

  • Cable

  • Compressors / Pumps

  • Textile - Weaving

  • Engineering - Construction

  • Textile

  • Forgings

  • Retailing

  • Finance - NBFC

  • Engineering

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Fund Manager

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  • Equity

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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 ₹802.82 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 ₹0.47(0.72%)yesterday to ₹66.2749.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, and

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