Sundaram Small Cap Fund - Growth - Regular Plan

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  • (-0.39%)Nav, as on 08-12-2023

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  • Net Change on 08-12-2023

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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 7.11 8.29 36.97 32.26 22.34 17.54
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 36.97 32.26 22.34 1.99 2,877.59
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 38.95 40.55 28.06 1.55 41,018.84
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 36.73 36.10 22.09 1.65 25,408.97
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 20.21 26.69 23.72 1.64 22,894.86
Kotak-Small Cap Fund - Growth Feb 24, 2005 27.53 30.78 25.93 1.68 13,376.62
HSBC Small Cap Fund - Regular Growth May 12, 2014 38.69 38.58 23.10 1.73 12,795.35

Fund Holdings as on 30-November-2023

  • TREPS

  • Multi Commodity Exchange of India Ltd

  • Suven Pharmaceuticals Ltd

  • KEI Industries Ltd

  • KSB LTD

  • Can Fin Homes Ltd

  • Safari Industries (India) Ltd

  • ICICI Bank Ltd

  • Westlife Foodworld Ltd

  • Radico Khaitan Ltd

  • Ujjivan Financial Services Ltd

  • Cholamandalam Financial Holdings Ltd

  • Cyient Ltd

  • Power Finance Corporation Ltd

  • Brigade Enterprises Ltd

  • Equitas Small Finance Bank Limited

  • Coforge Ltd

  • State Bank of India

  • Rate Gain Travel Technologies Ltd

  • ICRA Ltd

  • HDFC Bank Ltd

  • KPIT Technologies Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • PVR INOX Ltd

  • Neogen Chemicals Ltd

  • Carborundum Universal Ltd

  • Green Panel Industries Ltd

  • K.P.R. Mill Ltd

  • Procter & Gamble Health Ltd

  • RHI Magnesita India Ltd

  • Birla Corporation Ltd

  • Firstsource Solutions Ltd

  • Chalet Hotels Ltd

  • Bajaj Finance Ltd

  • Affle (India) Ltd

  • Balrampur Chini Mills Ltd

  • LTIMindtree Ltd

  • CSB Bank Ltd

  • Gujarat State Petronet Ltd

  • Birlasoft Ltd

  • Kovai Medical Center & Hospital Ltd

  • Central Depository Services (India) Ltd

  • TD Power Systems Ltd

  • Tata Motors Ltd - DVR

  • Amrutanjan Health Care Ltd

  • Gillette India Ltd

  • Navin Fluorine International Ltd

  • Tube Investments of India Ltd

  • Sobha Developers Ltd

  • UTI Asset Management Co Ltd

  • S.J.S. Enterprises Ltd

  • Vedant Fashions Ltd

  • JK Cement Ltd

  • PNC Infratech Ltd

  • Aster DM Healthcare Ltd

  • Angel One Ltd

  • Computer Age Management Services Ltd

  • Mold-Tek Packaging Ltd

  • Triveni Turbine Ltd

  • Force Motors Ltd

  • Orient Electric Ltd

  • KNR Construction Ltd

  • Dixon Technologies (India) Ltd

  • Sona BLW Precision Forgings Ltd

  • Prudent Corporate Advisory Services Ltd

  • NIIT Learning Systems Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • TCI Express Ltd

  • MM Forgings Ltd

  • Persistent Systems Limited December 2023

  • Cera Sanitaryware Ltd

  • CE Info Systems Private Limited

  • Go Fashion (India ) Ltd

  • Margin Money For Derivatives

  • Persistent Systems Ltd

  • Hindustan Dorr - Oliver Ltd @

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Finance - Stock Broking

  • Finance Term Lending

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • BPO/ITeS

  • Cable

  • Finance - Housing

  • Construction - Real Estate

  • Chemicals

  • Restaurants

  • Textile

  • Breweries & Distilleries

  • Finance - Investment

  • Hospital & Healthcare Services

  • Bank - Public

  • Ratings

  • Finance - Others

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Engineering - Construction

  • Abrasives

  • Wood & Wood Products

  • Refractories

  • Diversified

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Sugar

  • Gas Transmission/Marketing

  • Electric Equipment

  • Cycles

  • Finance - Asset Management

  • Cement & Construction Materials

  • Plastic Products

  • Automobiles-Trucks/Lcv

  • Consumer Durables - Electronics

  • Logistics

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Retailing

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Fund Manager

  • Cash

  • Derivatives

  • 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 ₹2,877.59 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 ₹-0.83(-0.39%)yesterday to ₹209.3446.

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