Sundaram Small Cap Fund - Direct Plan - Growth Option
Very High Risk
Equity
2 Star
NAV as of Aug 14, 2025
₹278.54
-0.09%1D Change
Returns since inception
18.02%p.a.
Very High Risk
Equity
2 Star
NAV as of Aug 14, 2025
₹278.54
-0.09%1D Change
Returns since inception
18.02%p.a.
Sundaram Small Cap Fund - Direct Plan - Growth Option
Very High Risk|Equity|2 Star
NAV as of Aug 14, 2025
₹278.54
-0.09%1D
Returns since inception
18.02%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)₹3,438.89 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 | 5.11% |
| Aster DM Healthcare Ltd Ordinary Shares | 3.38% |
| E I D Parry India Ltd | 3.27% |
| Affle 3i Ltd | 3.06% |
| PNB Housing Finance Ltd | 2.88% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Axis Small Cap Fund Direc... | ₹ 26,143 Cr | ₹121.04 | -0.16% | Very High |
| Edelweiss Small Cap Fund ... | ₹ 4,980 Cr | ₹47.58 | -0.16% | Very High |
| ICICI Prudential Smallcap... | ₹ 8,498 Cr | ₹96.83 | -0.55% | Very High |
| DSP Small Cap Fund Direct... | ₹ 12,098 Cr | ₹210.16 | -0.39% | Very High |
NAV History
FUND | Sundaram Small Cap Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Aug 14, 2025) | ₹278.54 |
| Class | Equity | Small Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria |
FUND | Sundaram Small Cap Fund - Direct Plan - Growth Option |
|---|---|
| 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 | 0.12% | -4.55% | 2.1% | 15.17% | 2.1% | 21.38% |
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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.54 Lakhs ₹
Min investment of ₹300 required
