Sundaram Small Cap Fund - Growth - Direct Plan

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  • Net Change on 27-02-2024

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 3.91 11.55 56.60 31.32 26.07 19.25
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 - Direct Plan - Growth Option Jan 02, 2013 56.60 31.32 26.07 0.86 3,063.23
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 59.57 37.61 32.66 0.73 45,894.01
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 54.77 33.86 25.90 0.61 28,606.62
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 38.64 25.80 27.35 0.68 24,861.53
Axis Small Cap Fund - Direct Plan - Growth Nov 29, 2013 44.11 30.31 29.82 0.53 19,530.69
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 76.37 47.03 39.99 0.77 15,663.84

Fund Holdings as on 31-January-2024

  • TREPS

  • KSB LTD

  • Multi Commodity Exchange of India Ltd

  • KEI Industries Ltd

  • Can Fin Homes Ltd

  • Cholamandalam Financial Holdings Ltd

  • Suven Pharmaceuticals Ltd

  • ICICI Bank Ltd

  • Power Finance Corporation Ltd

  • Safari Industries (India) Ltd

  • Ujjivan Financial Services Ltd

  • Radico Khaitan Ltd

  • Green Panel Industries Ltd

  • Brigade Enterprises Ltd

  • Westlife Foodworld Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • State Bank of India

  • JB Chemicals & Pharmaceuticals Ltd

  • Cyient Ltd

  • ICRA Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Chalet Hotels Ltd

  • Bank of India

  • Coforge Ltd

  • Sobha Developers Ltd

  • Birlasoft Ltd

  • Firstsource Solutions Ltd

  • Birla Corporation Ltd

  • Gujarat State Petronet Ltd

  • RHI Magnesita India Ltd

  • Neogen Chemicals Ltd

  • Procter & Gamble Health Ltd

  • PVR INOX Ltd

  • Carborundum Universal Ltd

  • Tata Motors Ltd - DVR

  • K.P.R. Mill Ltd

  • Affle (India) Ltd

  • TD Power Systems Ltd

  • Bajaj Finance Ltd

  • HDFC Bank Ltd

  • PNC Infratech Ltd

  • Kovai Medical Center & Hospital Ltd

  • Tube Investments of India Ltd

  • UTI Asset Management Co Ltd

  • Central Depository Services (India) Ltd

  • Amrutanjan Health Care Ltd

  • Balrampur Chini Mills Ltd

  • Gillette India Ltd

  • Aster DM Healthcare Ltd

  • Navin Fluorine International Ltd

  • NIIT Learning Systems Ltd

  • Angel One Ltd

  • S.J.S. Enterprises Ltd

  • Computer Age Management Services Ltd

  • JK Cement Ltd

  • LTIMindtree Ltd

  • DOMS Industries Ltd

  • Mold-Tek Packaging Ltd

  • CSB Bank Ltd

  • Dixon Technologies (India) Ltd

  • Orient Electric Ltd

  • Force Motors Ltd

  • Prudent Corporate Advisory Services Ltd

  • Sona BLW Precision Forgings Ltd

  • Triveni Turbine Ltd

  • Arman Financial Services Ltd

  • INOX India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • TCI Express Ltd

  • MM Forgings Ltd

  • KPIT Technologies Ltd

  • Cera Sanitaryware Ltd

  • Persistent Systems Ltd

  • Medi Assist Healthcare Services Ltd

  • Go Fashion (India ) Ltd

  • CE Info Systems Private Limited

  • Cash and Other Net Current Assets

  • Hindustan Dorr Oliver Ltd @

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  • Household & Personal Products

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  • Finance - Housing

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  • Wood & Wood Products

  • Restaurants

  • Hospital & Healthcare Services

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  • Finance - NBFC

  • Ratings

  • Hotel, Resort & Restaurants

  • Diversified

  • Auto Ancillary

  • Gas Transmission/Marketing

  • Refractories

  • Film Production, Distribution & Entertainment

  • Abrasives

  • Textile

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Cycles

  • Finance - Asset Management

  • Sugar

  • Cement & Construction Materials

  • Printing & Stationery

  • Plastic Products

  • Consumer Durables - Electronics

  • Automobiles-Trucks/Lcv

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  • Ceramics/Marble/Granite/Sanitaryware

  • Business Support

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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 02-Jan-2013 and currently has an AUM of ₹3,063.23 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 ₹0.14(0.06%)yesterday to ₹246.3509.

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