Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
25.14%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 May 2025₹275.99
Min. SIP amount₹100
Rating2
Fund size₹3,058.33Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.2%25.1%37.5%18.7%
Category average5.2%23.3%36.1%NA
Rank with in category101314NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
18.6%33.1%10,244.10
5
14.1%29.4%6,199.69
4
4.0%28.6%12,530.32
5
-1.3%28.4%26,221.53
5
8.3%26.1%9,417.80

Holdings (71)

NameSectorInstrumentAssets
HealthcareEquity3.13%
FinancialEquity2.76%
TechnologyEquity2.75%
Consumer DiscretionaryEquity2.69%
FinancialEquity2.62%
FinancialEquity2.26%
Capital GoodsEquity2.24%
Consumer StaplesEquity2.13%
Consumer StaplesEquity2.12%
AutomobileEquity2.12%
FinancialEquity2.05%
AutomobileEquity1.97%
HealthcareEquity1.87%
Capital GoodsEquity1.86%
TechnologyEquity1.78%
FinancialEquity1.77%
ServicesEquity1.73%
Angel One Ltd.
FinancialFutures1.66%
ConstructionEquity1.66%
FinancialEquity1.66%
Consumer StaplesEquity1.62%
ConstructionEquity1.60%
ServicesEquity1.59%
HealthcareEquity1.58%
Capital GoodsEquity1.55%
ServicesEquity1.55%
AutomobileEquity1.53%
ServicesEquity1.47%
ConstructionEquity1.45%
Capital GoodsEquity1.45%
HealthcareEquity1.37%
EnergyEquity1.31%
ConstructionEquity1.30%
Consumer StaplesEquity1.26%
Metals & MiningEquity1.22%
Consumer DiscretionaryEquity1.22%
TechnologyEquity1.12%
TechnologyEquity1.12%
Capital GoodsEquity1.07%
FinancialEquity1.04%
ConstructionEquity1.03%
ServicesEquity1.03%
HealthcareEquity0.99%
ServicesEquity0.97%
ServicesEquity0.95%
Capital GoodsEquity0.94%
HealthcareEquity0.94%
Metals & MiningEquity0.92%
Capital GoodsEquity0.92%
ChemicalsEquity0.88%
Capital GoodsEquity0.87%
ServicesEquity0.86%
Consumer DiscretionaryEquity0.85%
ChemicalsEquity0.85%
TextilesEquity0.84%
FinancialEquity0.84%
ServicesEquity0.83%
Consumer DiscretionaryEquity0.78%
FinancialEquity0.77%
Capital GoodsEquity0.75%
FinancialEquity0.69%
NA
NAMutual Fund0.65%
Reserve Bank of India
FinancialT-Bills0.65%
TechnologyEquity0.64%
ConstructionEquity0.59%
AutomobileEquity0.58%
FinancialEquity0.50%
ChemicalsEquity0.41%
FinancialEquity0.26%
FinancialEquity0.00%
Capital GoodsEquity0.00%
See All

Pros and cons

Category: Equity Small Cap

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.87%

Cons

10Y annualised returns lower than category average by 1.34%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.87%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rohit Seksaria
Nov 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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