Sundaram Small Cap Fund - Growth - Regular Plan

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  • Net Change on 26-07-2021

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 7.06 24.06 101.78 15.47 12.17 17.18
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 101.78 15.47 12.17 2.27 1,460.70
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 111.74 22.72 22.25 1.98 15,353.12
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 111.44 16.85 19.28 1.83 12,459.50
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 84.14 22.63 21.82 1.93 9,091.47
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 95.32 20.89 15.53 1.90 7,630.47
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated 109.18 15.03 18.75 1.90 6,860.45

Fund Holdings as on 30-June-2021

  • Reverse Repo

  • Laurus Labs Ltd

  • Persistent Systems Ltd

  • Navin Fluorine International Ltd

  • KSB Ltd

  • Multi Commodity Exchange of India Ltd

  • Amrutanjan Health Care Ltd

  • Cyient Ltd

  • Can Fin Homes Ltd

  • TREPS

  • Dixon Technologies (India) Ltd

  • CSB Bank Ltd

  • Century Plyboards (India) Ltd

  • City Union Bank Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Westlife Development Ltd

  • KPIT Technologies Ltd

  • MM Forgings Ltd

  • Himatsingka Seide Ltd

  • Carborundum Universal Ltd

  • Cholamandalam Financial Holdings Ltd

  • Tube Investments of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Quess Corp Ltd

  • Capacite Infraprojects Ltd

  • Happiest Minds Technologies Limited

  • Chambal Fertilizers & Chemicals Ltd

  • Amber Enterprises India Ltd

  • Brigade Enterprises Ltd

  • Procter & Gamble Health Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • JK Cement Ltd

  • Balrampur Chini Mills Ltd

  • KEC International Ltd

  • EID Parry India Ltd

  • Indoco Remedies Ltd

  • Birla Corporation Ltd

  • Heritage Foods Ltd

  • Timken India Ltd

  • Just Dial Ltd

  • Birlasoft Ltd

  • Affle (India) Ltd

  • Neogen Chemicals Ltd

  • Kajaria Ceramics Ltd

  • Indostar Capital Finance Ltd

  • Ramco Systems Ltd

  • Anupam Rasayan India Ltd

  • Lemon Tree Hotels Ltd

  • Suven Pharmaceuticals Ltd

  • APL Apollo Tubes Ltd

  • International Paper APPM Ltd

  • Kovai Medical Center & Hospital Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Safari Industries (India) Ltd

  • Orient Refractories Ltd

  • Somany Ceramics Ltd

  • Computer Age Management Services Ltd

  • Indian Bank

  • The India Cements Ltd

  • Angel Broking ltd

  • Nazara Technologies Ltd

  • Astra Microwave Products Ltd

  • Cash and Other Net Current Assets

  • Valiant Organics Ltd

  • Hindustan Dorr-Oliver Ltd @

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Chemicals

  • Bank - Private

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Air Conditioners

  • Sugar

  • Finance - Housing

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Wood & Wood Products

  • Finance - Others

  • Forgings

  • Textile

  • Finance - Investment

  • Abrasives

  • Cycles

  • Cement & Construction Materials

  • Ceramics/Marble/Granite/Sanitaryware

  • Fertilizers

  • Telecommunication - Equipment

  • Engineering - Construction

  • Diversified

  • Consumer Food

  • Bearings

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Steel & Iron Products

  • Paper & Paper Products

  • Hospital & Healthcare Services

  • Refractories

  • BPO/ITeS

  • Bank - Public

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About Sundaram Small Cap Fund

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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 ₹1,460.70 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 ₹0.75(0.56%)yesterday to ₹135.7348.

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

The Sundaram Small Cap Fund is managed by Ratish Varier 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