Sundaram Small Cap Fund - Growth - Regular Plan

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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 1.79 -12.76 -5.90 6.43 28.78 17.55
NIFTY 50 - TRI 4.44 8.18 17.40 12.07 17.25 14.16
S&P BSE Small-Cap - TRI 5.88 -3.88 8.20 13.57 27.41 8.65

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 -5.90 6.43 28.78 2.36 1,192.25
Aditya Birla Sun Life Small Cap Fund - GROWTH May 31, 2007 3.77 14.60 28.03 2.42 2,246.68
HSBC Small Cap Equity Fund - Growth May 19, 2005 4.05 9.64 31.07 2.26 583.67
ICICI Prudential Smallcap Fund - Growth Oct 18, 2007 -0.54 7.45 17.44 2.74 177.04
Kotak-Small Cap Fund - Growth Feb 24, 2005 4.02 10.67 26.80 2.53 808.03
SBI Small Cap - Regular Plan - Growth Sep 09, 2009 19.26 19.32 36.64 2.80 916.61

Fund Holdings as on 31-July-2018

  • Rane Holdings Ltd

  • Navin Fluorine International Ltd

  • V-Guard Industries Ltd

  • NRB Bearing Ltd

  • Thyrocare Technologies Ltd

  • Heritage Foods Ltd

  • Ashoka Buildcon Ltd

  • JK Cement Ltd

  • LG Balakrishnan & Bros Ltd

  • PNC Infratech Ltd

  • HeidelbergCEMENT India Ltd

  • Himatsingka Seide Ltd

  • Timken India Ltd

  • DCB Bank Ltd

  • HSIL Ltd

  • Ramco Industries Ltd

  • ISGEC Heavy Engineering Ltd

  • Century Plyboards (India) Ltd

  • Kalpataru Power Transmission Ltd

  • Praj Industries Ltd

  • Take Solutions Ltd

  • Taj GVK Hotels & Resorts Ltd

  • ITD Cementation India Ltd

  • The India Cements Ltd

  • Magma Fincorp Ltd

  • Khadim India Ltd

  • Amrutanjan Health Care Ltd

  • Brigade Enterprises Ltd

  • KSB Pumps Ltd

  • Karur Vysya Bank Ltd

  • Capacit'e Infraprojects Ltd

  • TD Power Systems Ltd

  • Rallis India Ltd

  • Star Cement Ltd

  • INOX Leisure Ltd

  • Ramco Systems Ltd

  • Healthcare Global Enterprises Ltd

  • Astra Microwave Products Ltd

  • MM Forgings Ltd

  • Raymond Ltd

  • Sandhar Technologies Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Redington (India) Ltd

  • Asian Granito India Ltd

  • BASF India Ltd

  • Vijaya Bank

  • VA Tech Wabag Ltd

  • Share Application Money pending Allotment

  • Trent Ltd

  • Srei Infrastructure Finance Ltd

  • CBLO

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Bearings

  • Electric Equipment

  • Bank - Private

  • Finance - Investment

  • Chemicals

  • Auto Ancillary

  • IT - Software

  • Ceramics/Marble/Granite/Sanitaryware

  • Hospital & Healthcare Services

  • Consumer Food

  • Construction - Real Estate

  • Finance - NBFC

  • Textile

  • Wood & Wood Products

  • Retailing

  • Transmission Towers / Equipments

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Film Production, Distribution & Entertainment

  • Telecommunication - Equipment

  • Forgings

  • Textile - Weaving

  • Consumer Durables - Domestic Appliances

  • Trading

  • Bank - Public

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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 ₹1,192.25 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 up ₹0.86(0.98%)yesterday to ₹88.91.

Among its top 3 holdings the fund has exposure to Rane Holdings 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

  • Unrated

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