Sundaram Small Cap Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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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 2.68 -2.65 -0.60 21.37 5.73 16.19
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 -0.60 21.37 5.73 2.12 2,021.28
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 6.70 29.79 13.66 1.83 23,701.28
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 6.54 24.61 12.11 1.84 15,348.09
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 5.14 24.29 10.85 1.77 14,649.44
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 2.91 22.67 16.95 1.92 11,390.24
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 -0.28 24.25 9.44 1.84 9,160.66

Fund Holdings as on 31-December-2022

  • TREPS

  • KSB Ltd

  • KPIT Technologies Ltd

  • Westlife Foodworld Ltd

  • Can Fin Homes Ltd

  • Ashok Leyland Ltd

  • State Bank of India

  • Radico Khaitan Ltd

  • KEI Industries Ltd

  • RHI Magnesita India Ltd

  • ICICI Bank Ltd

  • ICRA Ltd

  • Canara Bank

  • Multi Commodity Exchange of India Ltd

  • Amrutanjan Health Care Ltd

  • UTI Asset Management Co Ltd

  • Computer Age Management Services Ltd

  • Safari Industries (India) Ltd

  • Neogen Chemicals Ltd

  • HDFC Bank Ltd

  • Brigade Enterprises Ltd

  • Green Panel Industries Ltd

  • Carborundum Universal Ltd

  • BEML Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Cyient Ltd

  • Metro Brands Ltd

  • Triveni Turbine Ltd

  • Dixon Technologies (India) Ltd

  • Suven Pharmaceuticals Ltd

  • Navin Fluorine International Ltd

  • Birlasoft Ltd

  • Tube Investments of India Ltd

  • Birla Corporation Ltd

  • CSB Bank Ltd

  • Axis Bank Ltd

  • Tata Motors Ltd - DVR

  • Orient Electric Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Force Motors Ltd

  • JK Cement Ltd

  • Affle (India) Ltd

  • CE Info Systems Private Limited

  • Prudent Corporate Advisory Services Ltd

  • Housing Development Finance Corporation Ltd

  • Jubilant Foodworks Ltd

  • Mold-Tek Packaging Ltd

  • Cholamandalam Financial Holdings Ltd

  • INOX Leisure Ltd

  • Sona BLW Precision Forgings Ltd

  • Bajaj Finance Ltd

  • Central Depository Services (India) Ltd

  • Balrampur Chini Mills Ltd

  • PNC Infratech Ltd

  • Cera Sanitaryware Ltd

  • Subros Ltd

  • KNR Construction Ltd

  • Century Plyboards (India) Ltd

  • Amber Enterprises India Ltd

  • Kovai Medical Center & Hospital Ltd

  • Procter & Gamble Health Ltd

  • TCI Express Ltd

  • Go Fashion (India ) Ltd

  • MM Forgings Ltd

  • VIP Industries Ltd

  • K.P.R. Mill Ltd

  • Max Financial Services Ltd

  • Anupam Rasayan India Ltd

  • Persistent Systems Ltd

  • Vedant Fashions Ltd

  • BEML Land and Assets Ltd

  • Equitas Holdings Ltd

  • Hindustan Dorr-Oliver Ltd @

  • Cash and Other Net Current Assets

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  • IT - Software

  • Engineering - Industrial Equipments

  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Chemicals

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Breweries & Distilleries

  • Wood & Wood Products

  • Cable

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Refractories

  • Retailing

  • Ratings

  • Finance - Stock Broking

  • Finance - NBFC

  • Finance - Asset Management

  • Auto Ancillary

  • Engineering - Construction

  • Construction - Real Estate

  • Abrasives

  • Finance - Others

  • Consumer Durables - Electronics

  • Cycles

  • Diversified

  • Cement & Construction Materials

  • Consumer Food

  • Plastic Products

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Sugar

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Textile

  • Hospital & Healthcare Services

  • Logistics

  • Forgings

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹2,021.28 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 ₹-1.72(-1.17%)yesterday to ₹146.1121.

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

The Sundaram Small Cap Fund is managed by Ravi Gopalakrishnan and Rohit Seksaria.

Fund House Contact

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

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