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-November-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • MTAR Technologies Ltd

  • Safari Industries (India) Ltd

  • Rate Gain Travel Technologies Ltd

  • Craftsman Automation Ltd

  • S.J.S. Enterprises Ltd

  • EID Parry India Ltd

  • Affle (India) Ltd

  • PNB Housing Finance Ltd

  • DCB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Neuland Laboratories Ltd

  • Cholamandalam Financial Holdings Ltd

  • Axis Bank Ltd

  • CSB Bank Ltd

  • Equitas Small Finance Bank Limited

  • Chalet Hotels Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Angel One Ltd

  • KSB LTD

  • Info Edge (India) Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Green Panel Industries Ltd

  • Balrampur Chini Mills Ltd

  • Natco Pharma Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • Larsen & Toubro Ltd

  • Zomato Ltd

  • Medi Assist Healthcare Services Ltd

  • Kovai Medical Center & Hospital Ltd

  • Tega Industries Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Westlife Foodworld Ltd

  • Kalpataru Projects International Ltd

  • R Systems International Ltd

  • Ceat Ltd

  • Birla Corporation Ltd

  • Emami Ltd

  • Gujarat State Petronet Ltd

  • Deepak Nitrite Ltd

  • Cyient Ltd

  • Ion Exchange (India) Ltd

  • Prudent Corporate Advisory Services Ltd

  • Amber Enterprises India Ltd DEC-2025

  • ESAB India Ltd

  • Shivalik Bimetal Controls Ltd

  • Orient Electric Ltd

  • Venus Pipes & Tubes Ltd

  • Neogen Chemicals Ltd

  • Senco Gold Ltd

  • TD Power Systems Ltd

  • UTI Asset Management Co Ltd

  • K.P.R. Mill Ltd

  • Sobha Ltd

  • PVR INOX Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Ganesha Ecosphere Ltd

  • Electronics Mart India Ltd

  • Carborundum Universal Ltd

  • KEI Industries Ltd

  • BSE Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • SKF India (Industrial) Ltd

  • Navin Fluorine International Ltd

  • Birlasoft Ltd

  • SKF India Ltd

  • Multi Commodity Exchange of India Ltd

  • Amber Enterprises 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

  • Sugar

  • BPO/ITeS

  • Household & Personal Products

  • Miscellaneous

  • Engineering

  • Engineering - Construction

  • Finance - Housing

  • Chemicals

  • Construction - Real Estate

  • Finance - Investment

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Port

  • Finance - Others

  • Compressors / Pumps

  • Wood & Wood Products

  • Refractories

  • e-Commerce

  • Business Support

  • Engineering - Industrial Equipments

  • Restaurants

  • Tyres & Allied

  • Cement & Construction Materials

  • Gas Transmission/Marketing

  • Environmental Services

  • Bearings

  • Electrodes & Welding Equipment

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Diamond & Jewellery

  • Electric Equipment

  • Finance - Asset Management

  • Textile

  • Film Production, Distribution & Entertainment

  • Textile - Manmade Fibres

  • Retailing

  • Abrasives

  • Cable

  • Air Conditioners

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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

  • Derivatives

  • 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 ₹3,450.40 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