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Sundaram Small Cap Fund

Sundaram Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

32.20

as on 07 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 23,104 today.

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NAV Performance

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

Fund Information

  • ₹ 210.170

    as on 07 Dec 2023
  • Regular - Growth

  • 14 / 22

  • ₹ 100

  • ₹ 1,960 Cr.

    as on 31 May 2023
  • 2.08%

  • 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 ₹ 210.170 as on 07 Dec 2023.

This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.08%. 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 Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
  • 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate 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 10.93% 13.67% 30.17% 73.08% 54.78% 43.01% 32.43% 27.98% 63.32% 39.88% 35.06% 43.12% 25.15%
Category Average 6.98% 7.61% 23.74% 33.88% 21.97% 32.76% 23.42% 22.25% 49.94% 31.76% 28.20% 30.78% 20.51%
Sundaram Small Cap Fund 7.61%₹ 10,760 9.57%₹ 10,957 25.97%₹ 12,596 37.61%₹ 13,761 54.33%₹ 15,288 19.36%₹ 14,247 33.35%₹ 32,831 32.20%₹ 23,104 28.46%₹ 54,208 22.45%₹ 27,542 29.27%₹ 1,23,292 21.24%₹ 68,737 18.18%₹ 3,12,218
Nippon India Small Cap Fund 7.86%₹ 10,786 7.32%₹ 10,732 26.47%₹ 12,646 40.15%₹ 14,014 56.65%₹ 15,420 26.94%₹ 16,112 38.15%₹ 34,183 40.35%₹ 27,648 34.66%₹ 58,852 28.20%₹ 34,654 36.15%₹ 1,44,888 27.98%₹ 1,18,085 25.15%₹ 4,55,169
SBI Small Cap Fund 6.51%₹ 10,651 4.18%₹ 10,418 17.91%₹ 11,790 21.17%₹ 12,116 34.34%₹ 14,125 16.41%₹ 13,552 23.74%₹ 30,184 26.66%₹ 20,320 22.35%₹ 49,876 23.80%₹ 29,099 26.90%₹ 1,16,551 27.00%₹ 1,09,350 22.42%₹ 3,92,635
Canara Robeco Small Cap Fund 6.94%₹ 10,693 7.08%₹ 10,708 20.54%₹ 12,053 25.94%₹ 12,594 40.98%₹ 14,516 19.19%₹ 14,205 25.63%₹ 30,697 34.70%₹ 24,441 26.39%₹ 52,714 - - - -
Quant Small Cap Fund 10.93%₹ 11,093 9.24%₹ 10,924 29.52%₹ 12,952 39.49%₹ 13,948 57.27%₹ 15,455 25.04%₹ 15,635 38.05%₹ 34,155 43.01%₹ 29,246 35.06%₹ 59,160 32.43%₹ 40,766 43.12%₹ 1,70,081 - -
Axis Small Cap Fund 5.61%₹ 10,560 6.92%₹ 10,691 19.14%₹ 11,913 28.94%₹ 12,894 41.77%₹ 14,563 17.92%₹ 13,904 27.22%₹ 31,132 29.69%₹ 21,811 25.25%₹ 51,900 26.50%₹ 32,417 28.47%₹ 1,20,995 23.67%₹ 83,800 21.80%₹ 3,79,759

Portfolio Holdings

Portfolio holdings pattern of Sundaram Small Cap Fund as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    95.39%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    4.59%

Top Sector Holdings of Sundaram Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 9.03% ₹ 197.60 Cr.
Pharmaceuticals 6.60% ₹ 144.14 Cr.
Housing Finance 5.86% ₹ 128.07 Cr.
Computers - Software 4.43% ₹ 96.80 Cr.
IT enabled services – software 4.10% ₹ 89.75 Cr.
Others 69.98% -

Top Stock Holdings of Sundaram Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Can Fin Homes Ltd. 3.52% ₹ 76.87 Cr.
Ksb Pumps Ltd. 3.31% ₹ 72.23 Cr.
KPIT Technologies Ltd. 3.13% ₹ 68.37 Cr.
KEI Industries Ltd. 2.99% ₹ 65.31 Cr.
Westlife Development Ltd. 2.64% ₹ 57.61 Cr.
Others 84.41% -

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 5.07%
Net Receivables -0.48%