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 5.66 17.26 44.73 25.32 25.04 17.99
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - 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 44.73 25.32 25.04 1.94 3,108.53
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 56.64 34.25 33.98 1.47 51,566.11
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 42.19 27.49 25.82 1.60 29,175.05
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 43.26 25.02 28.13 1.59 28,375.34
Quant Small Cap Fund -Growth Oct 16, 1996 66.97 34.56 42.95 1.63 21,242.79
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 37.62 25.58 27.82 1.63 20,504.37

Fund Holdings as on 31-May-2024

  • Ujjivan Small Finance Bank Ltd

  • KSB LTD

  • Power Finance Corporation Ltd

  • TREPS

  • Can Fin Homes Ltd

  • Brigade Enterprises Ltd

  • Safari Industries (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • Radico Khaitan Ltd

  • Westlife Foodworld Ltd

  • Multi Commodity Exchange of India Ltd

  • KEI Industries Ltd

  • Sobha Developers Ltd

  • Equitas Small Finance Bank Limited

  • Sundaram Liquid Fund - Direct Growth

  • Suven Pharmaceuticals Ltd

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • RHI Magnesita India Ltd

  • Carborundum Universal Ltd

  • Cyient Ltd

  • State Bank of India

  • Chalet Hotels Ltd

  • Angel One Ltd

  • ICRA Ltd

  • Affle (India) Ltd

  • HDFC Bank Ltd

  • Bank of India

  • Coforge Ltd

  • PVR INOX Ltd

  • Neogen Chemicals Ltd

  • Birla Corporation Ltd

  • Bajaj Finance Ltd

  • Tata Motors Ltd - DVR

  • Firstsource Solutions Ltd

  • Gujarat State Petronet Ltd

  • TD Power Systems Ltd

  • Emami Ltd

  • Kovai Medical Center & Hospital Ltd

  • PNC Infratech Ltd

  • Senco Gold Ltd

  • Procter & Gamble Health Ltd

  • K.P.R. Mill Ltd

  • Navin Fluorine International Ltd

  • Amrutanjan Health Care Ltd

  • Orient Electric Ltd

  • Aster DM Healthcare Ltd

  • S.J.S. Enterprises Ltd

  • CSB Bank Ltd

  • Dixon Technologies (India) Ltd

  • DOMS Industries Ltd

  • Birlasoft Ltd

  • Gillette India Ltd

  • Union Bank of India

  • Central Depository Services (India) Ltd

  • Balrampur Chini Mills Ltd

  • Tube Investments of India Ltd

  • UTI Asset Management Co Ltd

  • Persistent Systems Ltd

  • Triveni Turbine Ltd

  • NIIT Learning Systems Ltd

  • Computer Age Management Services Ltd

  • Prudent Corporate Advisory Services Ltd

  • JK Cement Ltd

  • Mold-Tek Packaging Ltd

  • MM Forgings Ltd

  • INOX India Ltd

  • Arman Financial Services Ltd

  • KPIT Technologies Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Medi Assist Healthcare Services Ltd

  • TCI Express Ltd

  • Cera Sanitaryware Ltd

  • Hindustan Dorr Oliver Ltd @

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Construction - Real Estate

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  • Engineering - Construction

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  • BPO/ITeS

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  • Chemicals

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  • Breweries & Distilleries

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  • Cable

  • Wood & Wood Products

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  • Finance - NBFC

  • Depository Services

  • Hotel, Resort & Restaurants

  • Consumer Durables - Domestic Appliances

  • Ratings

  • Film Production, Distribution & Entertainment

  • Diversified

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Diamond & Jewellery

  • Textile

  • Auto Ancillary

  • Consumer Durables - Electronics

  • Printing & Stationery

  • Sugar

  • Cycles

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  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹3,108.53 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended up ₹0.28(0.11%)yesterday to ₹245.9956.

Among its top 3 holdings the fund has exposure to Ujjivan Small Finance Bank Ltd, 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