Sundaram Small Cap Fund - Direct Plan - Growth Option
Very High Risk
Equity
2 Star
NAV as of Jul 04, 2025
₹291.02
0.24%1D Change
Returns since inception
18.59%p.a.
Very High Risk
Equity
2 Star
NAV as of Jul 04, 2025
₹291.02
0.24%1D Change
Returns since inception
18.59%p.a.
Sundaram Small Cap Fund - Direct Plan - Growth Option
Very High Risk|Equity|2 Star
NAV as of Jul 04, 2025
₹291.02
0.24%1D
Returns since inception
18.59%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating2 Star
- Expense ratio0.86%
- Exit Load1% within 365 days
- AUM (Fund size)₹3,310.65 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Treps | 6.33% |
| Aster DM Healthcare Ltd Ordinary Shares | 3.21% |
| Safari Industries (India) Ltd | 2.86% |
| PNB Housing Finance Ltd | 2.86% |
| Affle 3i Ltd | 2.78% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Small Cap Fund Direct... | ₹ 12,098 Cr | ₹156.66 | 0.92% | Very High |
| Axis Small Cap Fund Direc... | ₹ 25,062 Cr | ₹125.87 | 0.13% | Very High |
| Edelweiss Small Cap Fund ... | ₹ 4,580 Cr | ₹49.69 | 0.15% | Very High |
| Canara Robeco Small Cap F... | ₹ 12,370 Cr | ₹44.15 | 0.18% | Very High |
NAV History - SUNDARAM SMALL CAP FUND - DIRECT GROWTH
FUND | SUNDARAM SMALL CAP FUND - DIRECT GROWTH |
|---|---|
| NAV (Jul 04, 2025) | ₹291.02 |
| Class | Equity | Small Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria |
FUND | SUNDARAM SMALL CAP FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM SMALL CAP F... | 1.64% | 3.94% | 15.78% | 0.83% | 5.18% | 27.91% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.83 Lakhs ₹
Min investment of ₹300 required
