Sundaram Small Cap Fund - Growth - Regular Plan

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  • 0.68 %Nav, as on 20-10-2020

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  • Net Change on 20-10-2020

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  • Assets (Cr.)

  • Expense Ratio

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 -1.09 18.82 8.24 -7.24 1.97 14.06
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 8.24 -7.24 1.97 2.41 1,064.03
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 10.36 -0.17 9.10 2.13 9,624.68
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -3.35 -6.48 3.50 1.91 5,779.08
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated -2.34 -5.29 7.59 1.99 5,418.72
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 11.68 4.13 12.30 1.88 5,320.79
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated 18.16 -1.38 7.06 2.00 5,320.06

Fund Holdings as on 30-September-2020

  • Navin Fluorine International Ltd

  • Timken India Ltd

  • Tube Investments of India Ltd

  • Laurus Labs Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Multi Commodity Exchange of India Ltd

  • Amrutanjan Health Care Ltd

  • Brigade Enterprises Ltd

  • The India Cements Ltd

  • Westlife Development Ltd

  • Heritage Foods Ltd

  • Dixon Technologies (India) Ltd

  • KPIT Technologies Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Ramco Industries Ltd

  • TREPS

  • Century Plyboards (India) Ltd

  • V-Guard Industries Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Can Fin Homes Ltd

  • Balrampur Chini Mills Ltd

  • Kalpataru Power Transmission Ltd

  • Astra Microwave Products Ltd

  • Indoco Remedies Ltd

  • Persistent Systems Ltd

  • Himatsingka Seide Ltd

  • CSB Bank Ltd

  • Chambal Fertilizers & Chemicals Ltd

  • LG Balakrishnan & Bros Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Praj Industries Ltd

  • Neogen Chemicals Ltd

  • City Union Bank Ltd

  • AstraZeneca Pharma India Ltd

  • Tata Elxsi Ltd

  • TD Power Systems Ltd

  • ISGEC Heavy Engineering Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Rallis India Ltd

  • MM Forgings Ltd

  • NRB Bearing Ltd

  • Rane Holdings Ltd

  • KSB Ltd

  • Cholamandalam Financial Holdings Ltd

  • Sanofi India Ltd

  • INOX Leisure Ltd

  • Healthcare Global Enterprises Ltd

  • Asian Granito India Ltd

  • Lemon Tree Hotels Ltd

  • International Paper APPM Ltd

  • Finolex Industries Ltd

  • Valiant Organics Ltd

  • Arvind Fashions Ltd

  • Quess Corp Ltd

  • Star Cement Ltd

  • DCB Bank Ltd

  • Capacite Infraprojects Ltd

  • Happiest Minds Technologies Limited

  • Ingersoll Rand (India) Ltd

  • Take Solutions Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Cash and Other Net Current Assets

  • HSIL Ltd

  • Somany Home Innovation Ltd

  • Procter & Gamble Health Ltd

  • Kovai Medical Center & Hospital Ltd

  • Indiamart Intermesh Ltd

  • Khadim India Ltd

  • Indostar Capital Finance Ltd

  • Kennametal India Ltd

  • Hindustan Dorr-Oliver Ltd

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  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • IT - Software

  • Chemicals

  • Bearings

  • Engineering - Industrial Equipments

  • Cycles

  • Bank - Private

  • Construction - Real Estate

  • Air Conditioners

  • Electric Equipment

  • Finance - Stock Broking

  • Fertilizers

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Hospital & Healthcare Services

  • Finance - Others

  • Consumer Durables - Electronics

  • Consumer Food

  • Finance - Investment

  • Wood & Wood Products

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Sugar

  • Transmission Towers / Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Equipment

  • Textile

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Retailing

  • Forgings

  • Film Production, Distribution & Entertainment

  • Plastic Products

  • Paper & Paper Products

  • Compressors / Pumps

  • e-Commerce

  • Finance - NBFC

  • Engineering

  • Engineering - Construction

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Fund Manager

  • Cash

  • 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 ₹1,064.03 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 ₹0.53(0.68%)yesterday to ₹78.8056.

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 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