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Sundaram Small Cap Fund

Sundaram Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.93

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,992 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

  • ₹ 129.818

    as on 28 Jun 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 ₹ 129.818 as on 28 Jun 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 3.32% 8.58% 25.76% 73.08% 66.59% 36.41% 17.81% 23.99% -0.94% 31.90% 45.97% 22.97% 22.55%
Category Average -0.87% -6.74% -9.59% 7.20% 44.24% 22.50% 11.97% 18.44% -10.91% 21.81% 28.32% 17.60% 16.75%
Sundaram Small Cap Fund -0.12%₹ 9,987 -8.75%₹ 9,125 -13.65%₹ 8,635 1.76%₹ 10,176 -13.98%₹ 11,074 40.71%₹ 19,837 19.22%₹ 28,959 16.93%₹ 15,992 24.63%₹ 51,455 6.45%₹ 13,673 14.37%₹ 85,986 16.43%₹ 45,827 14.60%₹ 2,57,446
Kotak Small Cap Fund -1.55%₹ 9,844 -7.16%₹ 9,283 -10.19%₹ 8,980 5.94%₹ 10,594 -9.63%₹ 11,367 50.93%₹ 22,832 26.12%₹ 30,821 27.49%₹ 20,735 33.09%₹ 57,642 15.61%₹ 20,657 22.97%₹ 1,06,049 19.85%₹ 61,213 19.69%₹ 3,38,628
Nippon India Small Cap Fund 0.69%₹ 10,068 -5.53%₹ 9,446 -8.97%₹ 9,103 10.47%₹ 11,046 -4.51%₹ 11,706 49.90%₹ 22,518 29.25%₹ 31,680 25.59%₹ 19,823 34.03%₹ 58,354 16.37%₹ 21,352 22.19%₹ 1,04,070 23.99%₹ 85,946 22.55%₹ 3,95,311
Axis Small Cap Fund -0.18%₹ 9,982 -6.62%₹ 9,337 -8.12%₹ 9,188 10.08%₹ 11,007 -5.30%₹ 11,654 41.00%₹ 19,918 23.13%₹ 30,009 24.29%₹ 19,211 26.88%₹ 53,059 17.81%₹ 22,699 21.87%₹ 1,03,264 - -
Quant Small Cap Fund -3.40%₹ 9,660 -10.61%₹ 8,938 -11.97%₹ 8,803 0.48%₹ 10,047 -15.81%₹ 10,949 66.59%₹ 27,831 30.71%₹ 32,085 36.41%₹ 25,402 45.97%₹ 67,973 - - - -
HDFC Small Cap Fund -1.96%₹ 9,803 -8.18%₹ 9,181 -13.87%₹ 8,612 0.26%₹ 10,025 -15.29%₹ 10,984 41.37%₹ 20,023 19.33%₹ 28,989 15.23%₹ 15,305 24.11%₹ 51,091 12.39%₹ 17,938 15.19%₹ 87,751 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Small Cap Fund as on 29 Jun 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%