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-May-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • PNB Housing Finance Ltd

  • Affle (India) Ltd

  • KSB LTD

  • Craftsman Automation Ltd

  • EID Parry India Ltd

  • Ujjivan Small Finance Bank Ltd

  • S.J.S. Enterprises Ltd

  • Balrampur Chini Mills Ltd

  • Cholamandalam Financial Holdings Ltd

  • Angel One Ltd

  • MTAR Technologies Ltd

  • Chalet Hotels Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Equitas Small Finance Bank Limited

  • TD Power Systems Ltd

  • CSB Bank Ltd

  • Adani Ports and Special Economic Zone Ltd

  • DCB Bank Ltd

  • Sobha Ltd

  • Rate Gain Travel Technologies Ltd

  • Green Panel Industries Ltd

  • Ceat Ltd

  • Brigade Enterprises Ltd

  • Neuland Laboratories Ltd

  • Westlife Foodworld Ltd

  • Multi Commodity Exchange of India Ltd

  • Ion Exchange (India) Ltd

  • Kovai Medical Center & Hospital Ltd

  • RHI Magnesita India Ltd

  • Tega Industries Ltd

  • Larsen & Toubro Ltd

  • Prudent Corporate Advisory Services Ltd

  • Birla Corporation Ltd

  • Gujarat State Petronet Ltd

  • Medi Assist Healthcare Services Ltd

  • R Systems International Ltd

  • Cyient Ltd

  • Kalpataru Projects International Ltd

  • Orient Electric Ltd

  • Emami Ltd

  • Zomato Ltd

  • SKF India Ltd

  • Laurus Labs Ltd

  • PVR INOX Ltd

  • ESAB India Ltd

  • Shivalik Bimetal Controls Ltd

  • UTI Asset Management Co Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Neogen Chemicals Ltd

  • K.P.R. Mill Ltd

  • Senco Gold Ltd

  • Carborundum Universal Ltd

  • Electronics Mart India Ltd

  • Amber Enterprises India Ltd

  • Creditaccess Grameen Ltd

  • KEI Industries Ltd

  • REC Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Birlasoft Ltd

  • Tata Motors Ltd

  • JK Cement Ltd

  • Navin Fluorine International Ltd

  • IndusInd Bank Ltd

  • NIIT Learning Systems Ltd

  • HDFC Bank Ltd

  • Deepak Nitrite Ltd

  • Cash and Other Net Current Assets

  • Hindustan Dorr Oliver Ltd @

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Sugar

  • Household & Personal Products

  • Finance - Stock Broking

  • Construction - Real Estate

  • Finance - Housing

  • BPO/ITeS

  • Engineering - Construction

  • Compressors / Pumps

  • Finance - Investment

  • Engineering

  • Chemicals

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Electric Equipment

  • Port

  • Wood & Wood Products

  • Tyres & Allied

  • Restaurants

  • Environmental Services

  • Refractories

  • Engineering - Industrial Equipments

  • Finance - Others

  • Gas Transmission/Marketing

  • Business Support

  • Consumer Durables - Domestic Appliances

  • e-Commerce

  • Bearings

  • Film Production, Distribution & Entertainment

  • Finance - Asset Management

  • Metal - Non Ferrous

  • Electrodes & Welding Equipment

  • Textile

  • Diamond & Jewellery

  • Abrasives

  • Retailing

  • Air Conditioners

  • Finance - NBFC

  • Cable

  • Finance Term Lending

  • Automobiles-Trucks/Lcv

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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 ₹3,310.65 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