Sundaram Small Cap Fund Regular Plan - Growth

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NAV
₹ 250.9331 ₹ 0.06 (0.02 %)
as on 29-05-2025
Asset Size (AUM)
3,058.33 Cr
Launch Date
Feb 10, 2005
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as smallcap stocks
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 10, 2005
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17.15

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.69 %
Expense Ratio
1.96%
Volatility
14.09 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1: Mr. Rohit Seksaria
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 29-05-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 8.51 24.9 24.44 34.57 13.72
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 22.16 0.0 0.0 0.0 0.0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 19.62 42.37 32.55 37.35 0.0
DSP Small Cap Fund - Regular - Growth 15-06-2007 15.45 26.07 23.11 35.07 16.93
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 14.34 23.37 21.96 0.0 0.0
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 13.4 31.69 28.49 34.9 0.0
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 13.28 0.0 0.0 0.0 0.0
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 12.11 23.44 22.41 31.8 18.32
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 10.76 19.48 16.26 0.0 0.0
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 9.73 27.45 25.62 35.96 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings