Sundaram Small Cap Fund Growth

Sundaram Small Cap Fund Growth

+19.95%
3Y annualised
-0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹272.51
Min. for SIP
₹100
Fund size (AUM)
₹3,562.91 Cr
Expense ratio
2.21%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,663
+6.11%
3 years₹1,80,000₹2,11,898
+17.72%
5 years₹3,00,000₹4,38,541
+46.18%
10 years₹6,00,000₹14,26,802
+137.80%

Holdings (70)

NameSectorInstrumentsAssets
MTAR Technologies Ltd.Capital GoodsEquity5.25%
Aster DM Healthcare Ltd.HealthcareEquity3.31%
SJS Enterprises Ltd.AutomobileEquity2.93%
PNB Housing Finance Ltd.FinancialEquity2.81%
RateGain Travel Technologies Ltd.TechnologyEquity2.60%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity2.48%
Eternal Ltd.ServicesEquity2.40%
Affle 3I Ltd.TechnologyEquity2.37%
DCB Bank Ltd.FinancialEquity2.33%
Craftsman Automation Ltd.AutomobileEquity2.30%
KSB Ltd.Capital GoodsEquity1.97%
Axis Bank Ltd.FinancialEquity1.95%
Neuland Laboratories Ltd.HealthcareEquity1.89%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.87%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity1.83%
Angel One Ltd.FinancialEquity1.83%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.81%
Natco Pharma Ltd.HealthcareEquity1.76%
Balrampur Chini Mills Ltd.Consumer StaplesEquity1.73%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.69%
Aavas Financiers Ltd.FinancialEquity1.68%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.56%
Sanofi Consumer Healthcare India Ltd.HealthcareEquity1.55%
Elecon Engineering Company Ltd.Capital GoodsEquity1.53%
Equitas Small Finance Bank Ltd.FinancialEquity1.51%
Greenpanel Industries Ltd.Consumer StaplesEquity1.49%
Chalet Hotels Ltd.ServicesEquity1.42%
Brigade Enterprises Ltd.ConstructionEquity1.40%
Neogen Chemicals Ltd.ChemicalsEquity1.38%
Larsen & Toubro Ltd.ConstructionEquity1.34%
CSB Bank Ltd.FinancialEquity1.33%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.30%
Venus Pipes & Tubes Ltd.Metals & MiningEquity1.25%
Ion Exchange (India) Ltd.Capital GoodsEquity1.22%
Kovai Medical Center & Hospital Ltd.HealthcareEquity1.20%
Kalpataru Projects International Ltd.Capital GoodsEquity1.18%
Gujarat State Petronet Ltd.EnergyEquity1.15%
Prudent Corporate Advisory Services Ltd.FinancialEquity1.13%
RHI Magnesita India Ltd.ConstructionEquity1.12%
Info Edge (India) Ltd.ServicesEquity1.12%
Deepak Nitrite Ltd.ChemicalsEquity1.11%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.04%
Tega Industries Ltd.Metals & MiningEquity1.04%
Electronics Mart India Ltd.ServicesEquity1.02%
Senco Gold Ltd.Consumer DiscretionaryEquity0.99%
Medi Assist Healthcare Services Ltd.ServicesEquity0.98%
Birla Corporation Ltd.ConstructionEquity0.92%
Esab India Ltd.Capital GoodsEquity0.92%
Westlife Foodworld Ltd.ServicesEquity0.88%
Emami Ltd.Consumer StaplesEquity0.84%
K.P.R. Mill Ltd.TextilesEquity0.84%
Orient Electric Ltd.Consumer DiscretionaryEquity0.83%
Ceat Ltd.AutomobileEquity0.82%
UTI Asset Management Company Ltd.FinancialEquity0.80%
Cyient Ltd.TechnologyEquity0.77%
PVR Inox Ltd.ServicesEquity0.75%
R Systems International Ltd.TechnologyEquity0.74%
Sobha Ltd.ConstructionEquity0.72%
Ganesha Ecosphere Ltd.TextilesEquity0.72%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.60%
----Mutual Fund0.60%
OnEMI Technology Solutions Ltd.FinancialEquity0.56%
SKF India (Industrial) Ltd.Capital GoodsEquity0.54%
Carborundum Universal Ltd.Metals & MiningEquity0.49%
Gland Pharma Ltd.HealthcareEquity0.49%
Birlasoft Ltd.TechnologyEquity0.43%
Bandhan Bank Ltd.FinancialEquity0.39%
TD Power Systems Ltd.Capital GoodsEquity0.37%
Navin Fluorine International Ltd.ChemicalsEquity0.35%
Hindustan Dorr-Oliver Ltd.Capital GoodsEquity--
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
Name3Y5Y10YAll
Fund returns+19.9%+19.4%+15.2%+17.0%
Category average (Equity Small Cap)+19.7%+22.6%+16.1%--
Rank (Equity Small Cap)12811--

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

Name1Y3YFund Size(Cr)
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+8.55%+29.15%25,345.79
Invesco India Smallcap Fund Growth
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+7.66%+23.39%11,038.23
Nippon India Small Cap Fund Growth
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+6.10%+20.12%72,672.99
Sundaram Small Cap Fund Growth
Sundaram Small Cap Fund Growth
+9.92%+19.95%3,562.91
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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 ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹272.51. 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. ;

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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,