Sundaram Small Cap Fund - Growth - Suspended Plan

This Scheme Sundaram Small Cap Fund - Growth - Suspended Plan is Merged with Sundaram Small Cap Fund - Growth - Regular Plan
Other Plans and Options
  • 0.86 %Nav, as on 31-12-2021

  • Previous Nav

  • Net Change on 31-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Suspended 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 Institutional Plan - Growth 4.61 4.99 61.98 25.05 16.93 15.18
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

Fund Holdings as on 30-September-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • Craftsman Automation Ltd

  • Safari Industries (India) Ltd

  • S.J.S. Enterprises Ltd

  • EID Parry India Ltd

  • Rate Gain Travel Technologies Ltd

  • PNB Housing Finance Ltd

  • Ujjivan Small Finance Bank Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Cholamandalam Financial Holdings Ltd

  • MTAR Technologies Ltd

  • Neuland Laboratories Ltd

  • Chalet Hotels Ltd

  • KSB LTD

  • DCB Bank Ltd

  • Green Panel Industries Ltd

  • CSB Bank Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Balrampur Chini Mills Ltd

  • Equitas Small Finance Bank Limited

  • Brigade Enterprises Ltd

  • Axis Bank Ltd

  • Westlife Foodworld Ltd

  • Zomato Ltd

  • Angel One Ltd

  • Medi Assist Healthcare Services Ltd

  • Ceat Ltd

  • Info Edge (India) Ltd

  • Kovai Medical Center & Hospital Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • Larsen & Toubro Ltd

  • Kalpataru Projects International Ltd

  • Tega Industries Ltd

  • R Systems International Ltd

  • Ion Exchange (India) Ltd

  • Birla Corporation Ltd

  • Gujarat State Petronet Ltd

  • Prudent Corporate Advisory Services Ltd

  • Neogen Chemicals Ltd

  • Emami Ltd

  • Cyient Ltd

  • TD Power Systems Ltd

  • Shivalik Bimetal Controls Ltd

  • SKF India Ltd

  • PVR INOX Ltd

  • UTI Asset Management Co Ltd

  • Ganesha Ecosphere Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Orient Electric Ltd

  • Amber Enterprises India Ltd

  • ESAB India Ltd

  • Senco Gold Ltd

  • Electronics Mart India Ltd

  • Sobha Ltd

  • K.P.R. Mill Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Carborundum Universal Ltd

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Deepak Nitrite Ltd

  • Birlasoft Ltd

  • BSE Ltd

  • Multi Commodity Exchange of India Ltd

  • Hindustan Dorr Oliver Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Sugar

  • Household & Personal Products

  • Miscellaneous

  • Engineering - Construction

  • Finance - Housing

  • Construction - Real Estate

  • Chemicals

  • Finance - Investment

  • Engineering

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

  • Compressors / Pumps

  • Wood & Wood Products

  • Port

  • Finance - Others

  • Restaurants

  • e-Commerce

  • Business Support

  • Tyres & Allied

  • Refractories

  • Engineering - Industrial Equipments

  • Environmental Services

  • Cement & Construction Materials

  • Gas Transmission/Marketing

  • Electric Equipment

  • Metal - Non Ferrous

  • Bearings

  • Film Production, Distribution & Entertainment

  • Finance - Asset Management

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Electrodes & Welding Equipment

  • Diamond & Jewellery

  • Retailing

  • Textile

  • Abrasives

  • Cable

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:
  • Education:
  • Experience:
  • Basic Details:
  • Funds Managed:

  • Cash

  • Equity

  • MFU

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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 27-Nov-2009 and currently has an AUM of ₹3,340.55 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 ₹1.41(0.86%)yesterday to ₹165.7589.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare Ltd, and

The Sundaram Small Cap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

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

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