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Sundaram Small Cap Fund

Sundaram Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.26

as on 02 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,319 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

  • ₹ 137.615

    as on 02 Aug 2021
  • Regular - Growth

  • 13 / 22

  • ₹ 100

  • ₹ 1,461 Cr.

    as on 02 Aug 2021
  • 2.25%

    since 31 May 2021
  • 15 Feb 2005

  • Equity - Small Cap Fund

  • Nifty Smallcap 100 TRI

  • 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 ₹ 137.615 as on 02 Aug 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 2.25%. Ideally you shoulds compare this fund with the benchmark Nifty Smallcap 100 TRI.

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 10.13% 35.24% 75.39% 155.69% 81.20% 35.90% 22.68% 22.97% 166.39% 123.34% 72.06% 29.14% 25.94%
Category Average 6.72% 25.21% 44.52% 106.62% 46.58% 20.17% 17.37% 18.37% 105.19% 70.99% 43.41% 24.09% 20.69%
Sundaram Small Cap Fund 5.14%₹ 10,513 22.47%₹ 12,247 42.34%₹ 14,234 103.95%₹ 20,394 99.36%₹ 17,748 40.77%₹ 19,834 64.56%₹ 41,979 15.26%₹ 15,319 39.01%₹ 62,266 12.63%₹ 18,132 20.03%₹ 98,779 16.15%₹ 44,724 18.32%₹ 3,14,538
Kotak Small Cap Fund 6.03%₹ 10,603 22.80%₹ 12,280 43.59%₹ 14,359 121.68%₹ 22,168 111.28%₹ 18,375 53.89%₹ 23,709 77.18%₹ 45,921 26.43%₹ 20,221 50.26%₹ 71,694 20.10%₹ 25,004 29.14%₹ 1,22,919 19.54%₹ 59,662 22.91%₹ 4,03,284
SBI Small Cap Fund 4.12%₹ 10,411 16.93%₹ 11,692 30.88%₹ 13,088 89.85%₹ 18,985 77.04%₹ 16,546 42.45%₹ 20,312 57.71%₹ 39,895 21.40%₹ 17,901 39.36%₹ 62,548 22.45%₹ 27,539 25.89%₹ 1,13,773 - -
Axis Small Cap Fund 5.77%₹ 10,576 21.64%₹ 12,163 37.16%₹ 13,716 89.89%₹ 18,988 88.19%₹ 17,151 42.83%₹ 20,421 58.42%₹ 40,110 27.20%₹ 20,594 42.12%₹ 64,781 20.98%₹ 25,927 27.61%₹ 1,18,527 - -
Quant Small Cap Fund 10.13%₹ 11,013 35.24%₹ 13,523 75.39%₹ 17,538 155.70%₹ 25,569 166.39%₹ 21,147 81.20%₹ 32,886 123.34%₹ 61,503 35.90%₹ 25,118 72.06%₹ 92,552 - - - -
Nippon India Small Cap Fund 6.34%₹ 10,634 25.21%₹ 12,521 50.47%₹ 15,047 114.91%₹ 21,490 113.51%₹ 18,491 48.47%₹ 22,067 74.86%₹ 45,188 22.44%₹ 18,367 46.47%₹ 68,417 22.68%₹ 27,804 27.86%₹ 1,19,254 22.97%₹ 79,203 25.94%₹ 4,74,982

Portfolio Holdings

Portfolio holdings pattern of Sundaram Small Cap Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    94.01%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.02%

Top Sector Holdings of Sundaram Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 12.20% ₹ 178.32 Cr.
Computers - software 9.19% ₹ 134.30 Cr.
It enabled services – software 5.23% ₹ 76.43 Cr.
Banks 5.15% ₹ 75.18 Cr.
Other financial services 5.09% ₹ 74.26 Cr.
Others 63.14% -

Top Stock Holdings of Sundaram Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Laurus Labs Ltd. 3.37% ₹ 49.28 Cr.
Persistent Systems Ltd. 3.31% ₹ 48.38 Cr.
Navin Flourine International Ltd. 3.22% ₹ 46.98 Cr.
Ksb Pumps Ltd. 3.20% ₹ 46.82 Cr.
Multi Commodity Exchange Of India Ltd. 2.99% ₹ 43.66 Cr.
Others 83.91% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 3.45%
TREPS 2.46%
Net Receivables 0.11%