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-March-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • PNB Housing Finance Ltd

  • Craftsman Automation Ltd

  • KSB LTD

  • Balrampur Chini Mills Ltd

  • Ujjivan Small Finance Bank Ltd

  • EID Parry India Ltd

  • S.J.S. Enterprises Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Rate Gain Travel Technologies Ltd

  • Chalet Hotels Ltd

  • MTAR Technologies Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Angel One Ltd April 2025

  • Neuland Laboratories Ltd

  • Sobha Ltd

  • Brigade Enterprises Ltd

  • CSB Bank Ltd

  • Adani Ports and Special Economic Zone Ltd

  • TD Power Systems Ltd

  • Navin Fluorine International Ltd

  • DCB Bank Ltd

  • Larsen & Toubro Ltd

  • Ion Exchange (India) Ltd

  • Ceat Ltd

  • Kovai Medical Center & Hospital Ltd

  • Multi Commodity Exchange of India Ltd

  • Tega Industries Ltd

  • Power Finance Corporation Ltd

  • Gujarat State Petronet Ltd

  • Emami Ltd

  • R Systems International Ltd

  • NIIT Learning Systems Ltd

  • Prudent Corporate Advisory Services Ltd

  • Orient Electric Ltd

  • Kalpataru Projects International Ltd

  • Birla Corporation Ltd

  • Cyient Ltd

  • Laurus Labs Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • SKF India Ltd

  • Shivalik Bimetal Controls Ltd

  • PVR INOX Ltd

  • Carborundum Universal Ltd

  • Amber Enterprises India Ltd

  • Neogen Chemicals Ltd

  • ESAB India Ltd

  • Zomato Ltd

  • UTI Asset Management Co Ltd

  • Medi Assist Healthcare Services Ltd

  • Electronics Mart India Ltd

  • K.P.R. Mill Ltd

  • KEI Industries Ltd

  • JK Cement Ltd

  • Creditaccess Grameen Ltd

  • Senco Gold Ltd

  • 364 Days - T Bill - 02/05/2025*

  • Birlasoft Ltd

  • Tata Motors Ltd

  • Radico Khaitan Ltd

  • HDFC Bank Ltd

  • Deepak Nitrite Ltd

  • Cello World Ltd

  • Computer Age Management Services Ltd

  • MM Forgings Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Tube Investments of India Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Carraro India Ltd

  • Angel One Ltd

  • Hindustan Dorr Oliver Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Sugar

  • Household & Personal Products

  • Construction - Real Estate

  • Chemicals

  • BPO/ITeS

  • Engineering - Construction

  • Finance - Investment

  • Miscellaneous

  • Finance - Housing

  • Compressors / Pumps

  • Hotel, Resort & Restaurants

  • Engineering

  • Cement & Construction Materials

  • Wood & Wood Products

  • Refractories

  • Restaurants

  • Port

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Environmental Services

  • Tyres & Allied

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Finance - Others

  • Bearings

  • Abrasives

  • Air Conditioners

  • Film Production, Distribution & Entertainment

  • Metal - Non Ferrous

  • Electrodes & Welding Equipment

  • e-Commerce

  • Finance - Asset Management

  • Business Support

  • Retailing

  • Textile

  • Cable

  • Finance - NBFC

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Breweries & Distilleries

  • Trading

  • Depository Services

  • Forgings

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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:

  • Cash

  • Derivatives

  • Equity

  • MFU

  • Sovereign

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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 ₹2,955.26 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