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 31-August-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • EID Parry India Ltd

  • Affle (India) Ltd

  • Craftsman Automation Ltd

  • Safari Industries (India) Ltd

  • S.J.S. Enterprises Ltd

  • PNB Housing Finance Ltd

  • Rate Gain Travel Technologies Ltd

  • Ujjivan Small Finance Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • Chalet Hotels Ltd

  • Balrampur Chini Mills Ltd

  • KSB LTD

  • Neuland Laboratories Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Green Panel Industries Ltd

  • DCB Bank Ltd

  • MTAR Technologies Ltd

  • CSB Bank Ltd

  • Westlife Foodworld Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Tega Industries Ltd

  • TD Power Systems Ltd

  • Angel One Ltd

  • Natco Pharma Ltd

  • Kovai Medical Center & Hospital Ltd

  • RHI Magnesita India Ltd

  • Equitas Small Finance Bank Limited

  • Zomato Ltd

  • R Systems International Ltd

  • Medi Assist Healthcare Services Ltd

  • Brigade Enterprises Ltd

  • Ceat Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Kalpataru Projects International Ltd

  • Info Edge (India) Ltd

  • Ion Exchange (India) Ltd

  • Birla Corporation Ltd

  • Prudent Corporate Advisory Services Ltd

  • Emami Ltd

  • Ganesha Ecosphere Ltd

  • Cyient Ltd

  • Gujarat State Petronet Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Sobha Ltd

  • Shivalik Bimetal Controls Ltd

  • PVR INOX Ltd

  • Orient Electric Ltd

  • SKF India Ltd

  • UTI Asset Management Co Ltd

  • Neogen Chemicals Ltd

  • Senco Gold Ltd

  • ESAB India Ltd

  • Creditaccess Grameen Ltd

  • Amber Enterprises India Ltd

  • Electronics Mart India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • K.P.R. Mill Ltd

  • Carborundum Universal Ltd

  • Navin Fluorine International Ltd

  • KEI Industries Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Birlasoft Ltd

  • Multi Commodity Exchange of India Ltd

  • Deepak Nitrite Ltd

  • Cash and Other Net Current Assets

  • Hindustan Dorr Oliver Ltd @

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  • Bank - Private

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • IT - Software

  • Sugar

  • Hospital & Healthcare Services

  • Miscellaneous

  • BPO/ITeS

  • Household & Personal Products

  • Engineering - Construction

  • Construction - Real Estate

  • Finance - Housing

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • Chemicals

  • Finance - Stock Broking

  • Compressors / Pumps

  • Wood & Wood Products

  • Engineering

  • Restaurants

  • Port

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Refractories

  • e-Commerce

  • Business Support

  • Tyres & Allied

  • Environmental Services

  • Cement & Construction Materials

  • Finance - Others

  • Textile - Manmade Fibres

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Film Production, Distribution & Entertainment

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Finance - Asset Management

  • Diamond & Jewellery

  • Electrodes & Welding Equipment

  • Finance - NBFC

  • Air Conditioners

  • 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 ₹3,282.20 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