MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Small Cap Fund

Sundaram Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.25

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,163 today.

Invest Now

NAV Performance

Sundaram Small Cap Fund performance graph for last 3 years
Performance of Sundaram Small Cap Fund for last 3 Years

Fund Information

  • ₹ 153.123

    as on 01 Dec 2022
  • Regular - Growth

  • 12 / 22

  • ₹ 100

  • ₹ 1,529 Cr.

    as on 31 Dec 2021
  • 2.26%

  • 15 Feb 2005

  • Equity - Small Cap Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Small Cap Fund is an Open-ended Equity Fund. The fund belongs to Small Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 15 Feb 2005. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 153.123 as on 01 Dec 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.26%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

List of Fund Managers of Sundaram Small Cap Fund

  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
  • About Ratish Varier

    Picture of Ratish Varier

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.40% 8.89% 25.76% 73.08% 54.78% 51.93% 18.27% 24.26% 26.04% 28.25% 50.22% 27.80% 24.24%
Category Average 2.00% 3.83% 13.84% 10.38% 34.89% 30.79% 12.21% 18.45% 14.15% 20.41% 33.52% 22.30% 18.07%
Sundaram Small Cap Fund 1.09%₹ 10,108 2.84%₹ 10,284 13.23%₹ 11,322 4.82%₹ 10,482 11.54%₹ 12,736 31.37%₹ 17,258 17.95%₹ 28,627 26.25%₹ 20,163 30.08%₹ 55,392 7.79%₹ 14,557 19.89%₹ 98,447 16.49%₹ 46,080 16.24%₹ 2,81,237
Kotak Small Cap Fund 0.73%₹ 10,072 -0.35%₹ 9,964 7.36%₹ 10,736 1.09%₹ 10,109 5.42%₹ 12,349 33.10%₹ 17,716 16.34%₹ 28,200 32.12%₹ 23,114 32.78%₹ 57,407 15.94%₹ 20,955 25.43%₹ 1,12,534 19.05%₹ 57,288 20.33%₹ 3,50,628
Nippon India Small Cap Fund 3.03%₹ 10,303 5.64%₹ 10,563 17.15%₹ 11,715 15.91%₹ 11,591 21.89%₹ 13,378 42.02%₹ 20,171 28.07%₹ 31,361 35.25%₹ 24,802 40.09%₹ 63,124 16.31%₹ 21,296 27.80%₹ 1,19,083 24.26%₹ 87,894 24.24%₹ 4,33,411
Axis Small Cap Fund 2.52%₹ 10,251 3.42%₹ 10,341 12.16%₹ 11,216 8.74%₹ 10,873 13.66%₹ 12,870 31.62%₹ 17,323 20.71%₹ 29,362 27.43%₹ 20,732 30.13%₹ 55,427 18.27%₹ 23,150 25.14%₹ 1,11,742 - -
Quant Small Cap Fund 4.87%₹ 10,487 8.89%₹ 10,888 17.51%₹ 11,751 11.79%₹ 11,179 20.99%₹ 13,323 47.02%₹ 21,613 28.25%₹ 31,412 51.93%₹ 35,193 50.22%₹ 71,639 - - - -
HDFC Small Cap Fund 4.43%₹ 10,442 6.59%₹ 10,658 19.42%₹ 11,942 11.42%₹ 11,142 21.43%₹ 13,350 36.53%₹ 18,639 23.47%₹ 30,108 27.56%₹ 20,795 34.27%₹ 58,548 13.02%₹ 18,445 22.03%₹ 1,03,698 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Small Cap Fund as on 02 Dec 2022 are listed below:

  • Equity Holdings:

    95.03%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    5.09%

Top Sector Holdings of Sundaram Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 11.11% ₹ 238.48 Cr.
Pharmaceuticals 8.22% ₹ 181.60 Cr.
IT enabled services – software 5.53% ₹ 118.49 Cr.
Banks 4.48% ₹ 96.38 Cr.
Other Financial Services 4.29% ₹ 92.04 Cr.
Others 66.37% -

Top Stock Holdings of Sundaram Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
KPIT Technologies Ltd. 3.73% ₹ 79.96 Cr.
Persistent Systems Ltd. 3.61% ₹ 77.58 Cr.
Cyient Ltd. 2.97% ₹ 63.64 Cr.
Multi Commodity Exchange Of India Ltd. 2.82% ₹ 60.52 Cr.
Can Fin Homes Ltd. 2.70% ₹ 57.86 Cr.
Others 84.17% -

Top Debt Instrument Type holdings of Sundaram Small Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .15 Cr.
Others 99.99% -

Top Debt Holdings of Sundaram Small Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .15 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.31%
Net Receivables 1.53%
Reverse Repo 1.25%