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-June-2025

  • Cash and Other Net Current Assets

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • PNB Housing Finance Ltd

  • EID Parry India Ltd

  • Safari Industries (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • S.J.S. Enterprises Ltd

  • Ujjivan Small Finance Bank Ltd

  • Craftsman Automation Ltd

  • KSB LTD

  • Balrampur Chini Mills Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Angel One Ltd

  • MTAR Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Chalet Hotels Ltd

  • DCB Bank Ltd

  • CSB Bank Ltd

  • Green Panel Industries Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Rate Gain Travel Technologies Ltd

  • Westlife Foodworld Ltd

  • Neuland Laboratories Ltd

  • TREPS

  • Brigade Enterprises Ltd

  • Ceat Ltd

  • TD Power Systems Ltd

  • Ion Exchange (India) Ltd

  • RHI Magnesita India Ltd

  • Natco Pharma Ltd

  • R Systems International Ltd

  • Kovai Medical Center & Hospital Ltd

  • Larsen & Toubro Ltd

  • Medi Assist Healthcare Services Ltd

  • Tega Industries Ltd

  • Kalpataru Projects International Ltd

  • Gujarat State Petronet Ltd

  • Cyient Ltd

  • Shivalik Bimetal Controls Ltd

  • Birla Corporation Ltd

  • Zomato Ltd

  • Sobha Ltd

  • Ganesha Ecosphere Ltd

  • Prudent Corporate Advisory Services Ltd

  • Emami Ltd

  • Orient Electric Ltd

  • SKF India Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Electronics Mart India Ltd

  • UTI Asset Management Co Ltd

  • ESAB India Ltd

  • PVR INOX Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • K.P.R. Mill Ltd

  • Neogen Chemicals Ltd

  • Carborundum Universal Ltd

  • Amber Enterprises India Ltd

  • Senco Gold Ltd

  • Creditaccess Grameen Ltd

  • Navin Fluorine International Ltd

  • REC Ltd

  • Birlasoft Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • Laurus Labs Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Tata Motors Ltd

  • Multi Commodity Exchange of India Ltd

  • HDFC Bank Ltd

  • Deepak Nitrite Ltd

  • Hindustan Dorr Oliver Ltd @

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Miscellaneous

  • Sugar

  • IT - Software

  • Hospital & Healthcare Services

  • Household & Personal Products

  • BPO/ITeS

  • Finance - Housing

  • Construction - Real Estate

  • Finance - Investment

  • Engineering - Construction

  • Finance - Stock Broking

  • Compressors / Pumps

  • Chemicals

  • Engineering

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Wood & Wood Products

  • Port

  • Restaurants

  • Tyres & Allied

  • Electric Equipment

  • Environmental Services

  • Refractories

  • Business Support

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • e-Commerce

  • Finance - Others

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Retailing

  • Finance - Asset Management

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Textile

  • Abrasives

  • Air Conditioners

  • Diamond & Jewellery

  • Finance - NBFC

  • Finance Term Lending

  • Cable

  • Automobiles-Trucks/Lcv

View More

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

View More

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 ₹3,438.89 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 Cash and Other Net Current Assets, 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