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 5.40 2.24 58.44 24.66 14.86 17.48
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 58.44 24.66 14.86 2.26 2,146.17
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 71.81 31.33 23.37 1.98 18,831.70
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 59.94 22.07 20.78 1.78 13,649.16
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 46.14 29.51 23.79 1.74 11,250.50
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 58.48 29.64 17.28 1.89 8,785.95
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 74.89 25.54 21.06 1.87 8,189.63

Fund Holdings as on 31-December-2021

  • KPIT Technologies Ltd

  • Persistent Systems Ltd

  • Cyient Ltd

  • Multi Commodity Exchange of India Ltd

  • Can Fin Homes Ltd

  • TREPS

  • Carborundum Universal Ltd

  • Navin Fluorine International Ltd

  • Amrutanjan Health Care Ltd

  • Westlife Development Ltd

  • KSB Ltd

  • Tube Investments of India Ltd

  • Dixon Technologies (India) Ltd

  • Birlasoft Ltd

  • Neogen Chemicals Ltd

  • Laurus Labs Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • City Union Bank Ltd

  • Cash and Other Net Current Assets^

  • Birla Corporation Ltd

  • Timken India Ltd

  • JK Cement Ltd

  • MM Forgings Ltd

  • Cholamandalam Financial Holdings Ltd

  • Amber Enterprises India Ltd

  • Himatsingka Seide Ltd

  • Century Plyboards (India) Ltd

  • Affle (India) Ltd

  • Reverse Repo

  • Green Panel Industries Ltd

  • Balrampur Chini Mills Ltd

  • CSB Bank Ltd

  • Chambal Fertilizers & Chemicals Ltd

  • Quess Corp Ltd

  • RHI Magnesita India Ltd

  • KEC International Ltd

  • Just Dial Ltd

  • Kajaria Ceramics Ltd

  • Procter & Gamble Health Ltd

  • Capacite Infraprojects Ltd

  • EID Parry India Ltd

  • APL Apollo Tubes Ltd

  • Safari Industries (India) Ltd

  • Anupam Rasayan India Ltd

  • Brigade Enterprises Ltd

  • Suven Pharmaceuticals Ltd

  • Ramco Systems Ltd

  • Kovai Medical Center & Hospital Ltd

  • Transport Corporation of India Ltd

  • Indian Energy Exchange Ltd

  • K.P.R. Mill Ltd

  • Lemon Tree Hotels Ltd

  • KEI Industries Ltd

  • Indostar Capital Finance Ltd

  • Mold-Tek Packaging Ltd

  • Computer Age Management Services Ltd

  • Heritage Foods Ltd

  • TTK Prestige Ltd

  • International Paper APPM Ltd

  • Canara Bank

  • Somany Ceramics Ltd

  • Sona BLW Precision Forgings Ltd

  • BEML Ltd

  • TCI Express Ltd

  • Route Mobile Ltd

  • Tata Elxsi Ltd

  • Indian Bank

  • Craftsman Automation Ltd

  • Mastek Ltd

  • Kirloskar Oil Engines Ltd

  • Force Motors Ltd

  • UTI Asset Management Co Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Solar Industries India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Nazara Technologies Ltd

  • Galaxy Surfactants Ltd

  • Subros Ltd

  • Orient Electric Ltd

  • Blue Star Ltd

  • PVR Ltd

  • VIP Industries Ltd

  • Rossari Biotech Ltd

  • NIITLtd

  • Syngene International Ltd

  • Ceat Ltd

  • JK Lakshmi Cement Ltd

  • State Bank of India

  • Vardhman Textiles Ltd

  • Minda Industries Ltd

  • Cera Sanitaryware Ltd

  • PNC Infratech Ltd

  • KNR Construction Ltd

  • Bajaj Finance Ltd

  • Mahindra Logistics Ltd

  • Tata Motors Ltd

  • NCC Ltd

  • Divis Laboratories Ltd

  • Gujarat State Fertilizers & Chemicals Ltd

  • Bank of Baroda

  • ICICI Bank Ltd

  • Astral Ltd

  • Kaveri Seed Company Ltd

  • SBI Life Insurance Company Ltd

  • CE Info Systems Private Limited

  • HDFC Bank Ltd

  • Metro Brands Ltd

  • Central Depository Services (India) Ltd

  • Info Edge (India) Ltd

  • IPCA Laboratories Ltd

  • PI Industries Ltd

  • Cosmo Films Ltd

  • Rallis India Ltd

  • 91 DAY T-BILL 06-Jan-2022

  • Hindustan Dorr-Oliver Ltd @

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Chemicals

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Bank - Private

  • Finance - Stock Broking

  • Finance - Housing

  • Wood & Wood Products

  • Textile

  • Abrasives

  • Air Conditioners

  • Finance - Others

  • Cycles

  • Consumer Durables - Electronics

  • Sugar

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering - Construction

  • Cement & Construction Materials

  • Construction - Real Estate

  • Household & Personal Products

  • Diversified

  • Bearings

  • Forgings

  • Finance - Investment

  • Logistics

  • Bank - Public

  • Fertilizers

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Equipment

  • Auto Ancillary

  • Refractories

  • Finance - NBFC

  • Plastic Products

  • Steel & Iron Products

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Cable

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Paper & Paper Products

  • Finance - Asset Management

  • Film Production, Distribution & Entertainment

  • IT - Education

  • Tyres & Allied

  • Agriculture

  • Insurance

  • Retailing

  • Pesticides & Agrochemicals

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:
  • Sundaram Focused Fund
  • Sundaram Focused Fund
  • Sundaram Large and Mid Cap Fund
  • Sundaram Small Cap Fund
  • Cash

  • Equity

  • Sov

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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 ₹2,146.17 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 ₹-3.04(-1.95%)yesterday to ₹153.2127.

Among its top 3 holdings the fund has exposure to KPIT Technologies Ltd, and

The Sundaram Small Cap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

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

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