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Sundaram Small Cap Fund Growth
+13.07%
3Y annualised
+1.33% 1D
NAV: 27 Oct '26
₹273.28
Min. for SIP
₹100
Fund size (AUM)
₹4,106.99 Cr
Expense ratio
2.02%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,027 | +1.71% | |
| 3 years | ₹1,80,000 | ₹1,98,026 | +10.01% | |
| 5 years | ₹3,00,000 | ₹4,11,275 | +37.09% | |
| 10 years | ₹6,00,000 | ₹13,57,570 | +126.26% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 5.03% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.18% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.17% |
| Zomato Ltd | Technology | Equity | 3.16% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.83% |
| Affle (India) Ltd | Industrials | Equity | 2.62% |
| PNB Housing Finance Ltd | Financial | Equity | 2.61% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.40% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 2.24% |
| DCB Bank Ltd | Financial | Equity | 2.09% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.08% |
| EID-Parry (India) Ltd | Materials | Equity | 2.02% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.96% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.92% |
| Axis Bank Ltd | Financial | Equity | 1.86% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.71% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.54% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.50% |
| KSB Ltd | Industrials | Equity | 1.50% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.46% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.45% |
| Clean Science And Technology Ltd | Materials | Equity | 1.45% |
| Greenpanel Industries Ltd | Materials | Equity | 1.42% |
| Aavas Financiers Ltd | Financial | Equity | 1.42% |
| Angel One Ltd | Financial | Equity | 1.41% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.38% |
| Ellenbarrie Industrial Gases Ltd | Materials | Equity | 1.32% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 1.31% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.27% |
| Info Edge (India) Ltd | Technology | Equity | 1.25% |
| Ashok Leyland Ltd | Industrials | Equity | 1.21% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.21% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 1.20% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.16% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 1.15% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.12% |
| Natco Pharma Ltd | Healthcare | Equity | 1.11% |
| Bandhan Bank Ltd | Financial | Equity | 1.11% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 1.10% |
| Ion Exchange (India) Ltd | Industrials | Equity | 1.10% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.09% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.09% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.09% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.08% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | Equity | 1.07% |
| Granules India Ltd | Healthcare | Equity | 1.03% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.00% |
| Repo | Unspecified | Repo | 0.98% |
| Delhivery Ltd | Industrials | Equity | 0.97% |
| CSB Bank Ltd | Financial | Equity | 0.94% |
| RHI Magnesita India Ltd | Materials | Equity | 0.93% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.92% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 0.88% |
| Deepak Nitrite Ltd | Materials | Equity | 0.85% |
| SKF India (Industrial) Ltd | Industrials | Equity | 0.83% |
| Cyient Ltd | Technology | Equity | 0.80% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.78% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.76% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 0.75% |
| Birla Corporation Ltd | Materials | Equity | 0.74% |
| One 97 Communications Ltd | Industrials | Equity | 0.73% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.70% |
| Esab India Ltd | Industrials | Equity | 0.70% |
| Gland Pharma Ltd | Healthcare | Equity | 0.70% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.70% |
| R Systems International Ltd | Technology | Equity | 0.69% |
| TD Power Systems Ltd | Industrials | Equity | 0.63% |
| Emami Ltd | Consumer Staples | Equity | 0.62% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.62% |
| Kirloskar Ferrous Industries Ltd | Materials | Equity | 0.56% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.56% |
| Sobha Ltd | Real Estate | Equity | 0.53% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.53% |
| Navin Fluorine International Ltd | Materials | Equity | 0.37% |
| Orient Cables (India) Ltd. | Industrials | Equity | 0.34% |
| Birlasoft Ltd | Technology | Equity | 0.27% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.14% |
| Hindustan Dorr Oliver Ltd | Industrials | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.1% | +13.1% | +13.1% | +16.7% |
| Category average (Equity Small Cap) | +12.1% | +12.5% | +14.9% | +16.1% |
| Rank (Equity Small Cap) | 14 | 12 | 10 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +1.59% | +20.83% | 35,855.60 | |
 | +4.18% | +18.52% | 16,130.64 | |
 | +4.88% | +15.65% | 35,572.02 | |
| +2.87% | +13.07% | 4,106.99 | |
 | +0.12% | +12.42% | 80,905.55 | |
| Compare | ||||
Fund management
RSRohit SeksariaNov 2022 - PresentView details
RS
Rohit Seksaria
Nov 2022 - Present
View details
About Sundaram Small Cap Fund Growth
Sundaram Small Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Small Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹273.28.
The Sundaram Small Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,