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 28-February-2026

  • TREPS

  • MTAR Technologies Ltd

  • Aster DM Healthcare Ltd

  • S.J.S. Enterprises Ltd

  • EID Parry India Ltd

  • DCB Bank Ltd

  • PNB Housing Finance Ltd

  • Safari Industries (India) Ltd

  • Craftsman Automation Ltd

  • Rate Gain Travel Technologies Ltd

  • Affle (India) Ltd

  • Axis Bank Ltd

  • Zomato Ltd

  • Cholamandalam Financial Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • Natco Pharma Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Neuland Laboratories Ltd

  • Balrampur Chini Mills Ltd

  • KSB LTD

  • Amber Enterprises India Ltd

  • Chalet Hotels Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Equitas Small Finance Bank Limited

  • Larsen & Toubro Ltd

  • Angel One Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • CSB Bank Ltd

  • RHI Magnesita India Ltd

  • Aavas Financiers Ltd

  • Neogen Chemicals Ltd

  • Brigade Enterprises Ltd

  • Green Panel Industries Ltd

  • Info Edge (India) Ltd

  • Kalpataru Projects International Ltd

  • Tega Industries Ltd

  • Ion Exchange (India) Ltd

  • Kovai Medical Center & Hospital Ltd

  • Gujarat State Petronet Ltd

  • Ceat Ltd

  • Medi Assist Healthcare Services Ltd

  • Deepak Nitrite Ltd

  • Venus Pipes & Tubes Ltd

  • Westlife Foodworld Ltd

  • Senco Gold Ltd

  • Prudent Corporate Advisory Services Ltd

  • Shivalik Bimetal Controls Ltd

  • Birla Corporation Ltd

  • Emami Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Orient Electric Ltd

  • UTI Asset Management Co Ltd

  • Electronics Mart India Ltd

  • R Systems International Ltd

  • Cyient Ltd

  • ESAB India Ltd

  • K.P.R. Mill Ltd

  • PVR INOX Ltd

  • Sobha Ltd

  • Carborundum Universal Ltd

  • SKF India (Industrial) Ltd

  • Ganesha Ecosphere Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • TD Power Systems Ltd

  • Birlasoft Ltd

  • Navin Fluorine International Ltd

  • Cash and Other Net Current Assets

  • Hindustan Dorr Oliver Ltd @

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  • Bank - Private

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Hospital & Healthcare Services

  • Sugar

  • Engineering

  • Finance - Housing

  • BPO/ITeS

  • Household & Personal Products

  • Chemicals

  • Engineering - Construction

  • e-Commerce

  • Construction - Real Estate

  • Steel & Iron Products

  • Finance - Investment

  • Port

  • Compressors / Pumps

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

  • Refractories

  • Wood & Wood Products

  • Engineering - Industrial Equipments

  • Environmental Services

  • Gas Transmission/Marketing

  • Business Support

  • Tyres & Allied

  • Diamond & Jewellery

  • Restaurants

  • Finance - Others

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Finance - Asset Management

  • Retailing

  • Electrodes & Welding Equipment

  • Textile

  • Film Production, Distribution & Entertainment

  • Abrasives

  • Bearings

  • Textile - Manmade Fibres

  • Electric Equipment

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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 ₹3,306.19 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 TREPS, 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