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-April-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • PNB Housing Finance Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • Ujjivan Small Finance Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • KSB LTD

  • Balrampur Chini Mills Ltd

  • EID Parry India Ltd

  • Craftsman Automation Ltd

  • Equitas Small Finance Bank Limited

  • S.J.S. Enterprises Ltd

  • Sanofi Consumer Healthcare India Ltd

  • MTAR Technologies Ltd

  • Rate Gain Travel Technologies Ltd

  • CSB Bank Ltd

  • Chalet Hotels Ltd

  • Angel One Ltd May 2025

  • Sobha Ltd

  • DCB Bank Ltd

  • Green Panel Industries Ltd

  • Brigade Enterprises Ltd

  • Westlife Foodworld Ltd

  • Neuland Laboratories Ltd

  • TD Power Systems Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Ceat Ltd

  • Multi Commodity Exchange of India Ltd

  • RHI Magnesita India Ltd

  • Ion Exchange (India) Ltd

  • Kovai Medical Center & Hospital Ltd

  • Gujarat State Petronet Ltd

  • Larsen & Toubro Ltd

  • Emami Ltd

  • Tega Industries Ltd

  • Orient Electric Ltd

  • Cyient Ltd

  • R Systems International Ltd

  • Kalpataru Projects International Ltd

  • Prudent Corporate Advisory Services Ltd

  • Birla Corporation Ltd

  • Zomato Ltd

  • Laurus Labs Ltd

  • NIIT Learning Systems Ltd

  • PVR INOX Ltd

  • SKF India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Carborundum Universal Ltd

  • ESAB India Ltd

  • Neogen Chemicals Ltd

  • Shivalik Bimetal Controls Ltd

  • Electronics Mart India Ltd

  • Senco Gold Ltd

  • Navin Fluorine International Ltd

  • K.P.R. Mill Ltd

  • UTI Asset Management Co Ltd

  • Medi Assist Healthcare Services Ltd

  • Amber Enterprises India Ltd

  • Creditaccess Grameen Ltd

  • KEI Industries Ltd

  • Power Finance Corporation Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • 364 Days - T Bill - 02/05/2025

  • Birlasoft Ltd

  • JK Cement Ltd

  • Tata Motors Ltd

  • HDFC Bank Ltd

  • Deepak Nitrite Ltd

  • IndusInd Bank Ltd

  • Angel One Ltd

  • Hindustan Dorr Oliver Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Sugar

  • Auto Ancillary

  • Household & Personal Products

  • Construction - Real Estate

  • Finance - Housing

  • BPO/ITeS

  • Engineering - Construction

  • Finance - Investment

  • Compressors / Pumps

  • Chemicals

  • Engineering

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Wood & Wood Products

  • Restaurants

  • Port

  • Electric Equipment

  • Tyres & Allied

  • Finance - Stock Broking

  • Environmental Services

  • Refractories

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • e-Commerce

  • Film Production, Distribution & Entertainment

  • Bearings

  • Abrasives

  • Electrodes & Welding Equipment

  • Metal - Non Ferrous

  • Retailing

  • Diamond & Jewellery

  • Finance - Asset Management

  • Textile

  • Business Support

  • 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:

  • 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 ₹3,058.33 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