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-October-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • MTAR Technologies Ltd

  • EID Parry India Ltd

  • Craftsman Automation Ltd

  • S.J.S. Enterprises Ltd

  • Safari Industries (India) Ltd

  • Rate Gain Travel Technologies Ltd

  • PNB Housing Finance Ltd

  • Cholamandalam Financial Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • Neuland Laboratories Ltd

  • DCB Bank Ltd

  • Axis Bank Ltd

  • Chalet Hotels Ltd

  • CSB Bank Ltd

  • Brigade Enterprises Ltd

  • Green Panel Industries Ltd

  • KSB LTD

  • Adani Ports and Special Economic Zone Ltd

  • Info Edge (India) Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Balrampur Chini Mills Ltd

  • Angel One Ltd

  • Equitas Small Finance Bank Limited

  • Medi Assist Healthcare Services Ltd

  • RHI Magnesita India Ltd

  • Natco Pharma Ltd

  • Kovai Medical Center & Hospital Ltd

  • Larsen & Toubro Ltd

  • Zomato Ltd

  • R Systems International Ltd

  • Tega Industries Ltd

  • Westlife Foodworld Ltd

  • Kalpataru Projects International Ltd

  • Ceat Ltd

  • Ion Exchange (India) Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Deepak Nitrite Ltd

  • Gujarat State Petronet Ltd

  • Birla Corporation Ltd

  • Cyient Ltd

  • Prudent Corporate Advisory Services Ltd

  • Emami Ltd

  • Neogen Chemicals Ltd

  • Shivalik Bimetal Controls Ltd

  • Ganesha Ecosphere Ltd

  • TD Power Systems Ltd

  • Orient Electric Ltd

  • UTI Asset Management Co Ltd

  • Electronics Mart India Ltd

  • PVR INOX Ltd

  • Amber Enterprises India Ltd NOV-2025

  • ESAB India Ltd

  • Sobha Ltd

  • Senco Gold Ltd

  • K.P.R. Mill Ltd

  • Navin Fluorine International Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Carborundum Universal Ltd

  • KEI Industries Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • SKF India (Industrial) Ltd

  • Birlasoft Ltd

  • BSE Ltd

  • Multi Commodity Exchange of India Ltd

  • SKF 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

  • Miscellaneous

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Sugar

  • Household & Personal Products

  • Engineering

  • Chemicals

  • Engineering - Construction

  • Construction - Real Estate

  • Finance - Housing

  • Finance - Investment

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Wood & Wood Products

  • Compressors / Pumps

  • Port

  • Finance - Others

  • Business Support

  • Refractories

  • e-Commerce

  • Restaurants

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Environmental Services

  • Cement & Construction Materials

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Textile - Manmade Fibres

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Finance - Asset Management

  • Retailing

  • Film Production, Distribution & Entertainment

  • Electrodes & Welding Equipment

  • Diamond & Jewellery

  • Textile

  • Abrasives

  • Cable

  • Unspecified

  • Bearings

  • 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 ₹3,495.63 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