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Sundaram Small Cap Fund

Sundaram Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.06

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,597 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

  • ₹ 149.856

    as on 21 Oct 2021
  • Regular - Growth

  • 13 / 22

  • ₹ 100

  • ₹ 1,461 Cr.

    as on 21 Oct 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 ₹ 149.856 as on 21 Oct 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 7.81% 14.59% 48.84% 120.20% 83.92% 38.35% 21.82% 24.75% 117.82% 114.56% 72.42% 31.69% 26.20%
Category Average 4.70% 9.81% 39.18% 90.81% 46.55% 27.44% 16.90% 20.17% 82.20% 71.64% 46.66% 25.75% 21.32%
Sundaram Small Cap Fund 4.83%₹ 10,483 11.71%₹ 11,170 40.01%₹ 14,000 90.07%₹ 19,006 83.89%₹ 16,928 43.18%₹ 20,582 69.26%₹ 43,433 25.06%₹ 19,597 44.44%₹ 66,720 12.36%₹ 17,913 22.96%₹ 1,06,063 18.22%₹ 53,376 19.37%₹ 3,32,934
Kotak Small Cap Fund 5.07%₹ 10,506 12.80%₹ 11,279 39.00%₹ 13,899 103.87%₹ 20,387 89.02%₹ 17,205 52.93%₹ 23,495 79.80%₹ 46,762 35.38%₹ 24,873 54.80%₹ 75,768 20.35%₹ 25,258 31.69%₹ 1,30,568 21.58%₹ 70,704 23.91%₹ 4,25,599
SBI Small Cap Fund 5.39%₹ 10,538 9.91%₹ 10,990 29.92%₹ 12,991 76.74%₹ 17,674 64.14%₹ 15,839 40.29%₹ 19,753 59.58%₹ 40,463 28.76%₹ 21,392 42.83%₹ 65,383 21.82%₹ 26,843 27.33%₹ 1,17,770 - -
Axis Small Cap Fund 1.96%₹ 10,195 9.01%₹ 10,901 35.63%₹ 13,563 75.06%₹ 17,505 70.24%₹ 16,179 38.42%₹ 19,229 58.93%₹ 40,266 33.34%₹ 23,761 44.02%₹ 66,370 20.77%₹ 25,705 28.96%₹ 1,22,435 - -
Quant Small Cap Fund 7.81%₹ 10,781 9.36%₹ 10,936 48.84%₹ 14,884 120.21%₹ 22,020 117.82%₹ 18,727 83.92%₹ 34,053 114.56%₹ 58,411 38.35%₹ 26,553 72.42%₹ 92,968 - - - -
Nippon India Small Cap Fund 2.55%₹ 10,254 9.05%₹ 10,904 38.44%₹ 13,843 99.23%₹ 19,923 85.25%₹ 17,002 47.86%₹ 21,955 73.86%₹ 44,874 28.51%₹ 21,268 48.98%₹ 70,597 20.78%₹ 25,714 28.81%₹ 1,21,986 24.75%₹ 91,416 26.20%₹ 4,82,011

Portfolio Holdings

Portfolio holdings pattern of Sundaram Small Cap Fund as on 22 Oct 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%