- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
3,063.23 Cr.
-
Growth
-
1.98%
-
Equity- Small cap Fund
-
NIFTY Smallcap 250 TRI
-
10 Feb 2005
-
Sundaram Mutual Funds know more
Fund Managed By
Riskometer
Investors understand that their
principal
will be at Very High risk
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 6.79% | -12.62% | -11.13% | 12.14% | 40.09% | 22.83% | 49.39% | 19.68% |
| Category Average | 4.92% | -16.65% | -16.52% | 1.46% | 24.26% | 15.30% | 35.26% | 15.42% |
| Sundaram Small Cap Fund | 5.88% | -15.46% | -16.95% | -2.51% | 22.93% | 14.07% | 33.35% | 11.85% |
| Bandhan Emerging Businesses Fund | 5.64% | -15.71% | -15.27% | 11.59% | 40.09% | 22.83% | 36.04% | - |
| ITI Small Cap Fund | 6.20% | -16.23% | -13.58% | 3.58% | 31.96% | 21.20% | 31.45% | - |
| Tata Small Cap Fund | 5.49% | -15.86% | -17.44% | 5.64% | 22.99% | 19.55% | 35.85% | - |
| Nippon India Small Cap Fund | 5.45% | -16.22% | -17.03% | 0.89% | 27.17% | 19.09% | 40.95% | 19.68% |
| Invesco India Small Cap Fund | 4.53% | -17.73% | -14.30% | 6.87% | 29.83% | 19.07% | 34.78% | - |
Fund Portfolio Details
Equity 95.03%
Debt 0.72%
Others 5.03%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| SAFARI INDUSTRIES (INDIA) LTD. | 2.91% |
| Cholamandalam Financial Holdings Ltd | 2.87% |
| Aster DM Healthcare Ltd | 2.77% |
| Affle (India) Ltd | 2.58% |
| Ujjivan Small Finance Bank Ltd | 2.19% |
| Others | 86.68% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 20.46% |
| Financial Services | 18.90% |
| Technology | 12.50% |
| Capital Goods | 12.04% |
| Healthcare | 9.71% |
| Others | 26.39% |
Portfolio Holdings shown is as of 28 Feb 2025