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Sundaram Small Cap Fund Growth
+18.31%
3Y annualised
-0.59% 1D
NAV: 16 Jul '26
₹290.71
Min. for SIP
₹100
Fund size (AUM)
₹3,871.80 Cr
Expense ratio
1.99%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹66,715 | +11.19% | |
| 3 years | ₹1,80,000 | ₹2,18,893 | +21.61% | |
| 5 years | ₹3,00,000 | ₹4,54,595 | +51.53% | |
| 10 years | ₹6,00,000 | ₹14,90,667 | +148.44% |
Holdings (75)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 5.21% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.56% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 3.41% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.31% |
| Repo | Unspecified | Repo | 2.79% |
| Zomato Ltd | Technology | Equity | 2.77% |
| PNB Housing Finance Ltd | Financial | Equity | 2.57% |
| Affle (India) Ltd | Industrials | Equity | 2.42% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.38% |
| Neuland Laboratories Ltd | Healthcare | Equity | 2.15% |
| DCB Bank Ltd | Financial | Equity | 2.13% |
| EID-Parry (India) Ltd | Materials | Equity | 2.12% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 2.05% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.94% |
| Axis Bank Ltd | Financial | Equity | 1.90% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.83% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.82% |
| Angel One Ltd | Financial | Equity | 1.80% |
| KSB Ltd | Industrials | Equity | 1.78% |
| Aavas Financiers Ltd | Financial | Equity | 1.70% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.70% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.62% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.48% |
| Natco Pharma Ltd | Healthcare | Equity | 1.48% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.44% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.42% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.41% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 1.38% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | Equity | 1.37% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.34% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.28% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.26% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.24% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.19% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 1.17% |
| Ion Exchange (India) Ltd | Industrials | Equity | 1.16% |
| Greenpanel Industries Ltd | Materials | Equity | 1.14% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.10% |
| CSB Bank Ltd | Financial | Equity | 1.09% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.09% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 1.05% |
| Info Edge (India) Ltd | Technology | Equity | 1.04% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 1.02% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 1.02% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 0.98% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 0.96% |
| RHI Magnesita India Ltd | Materials | Equity | 0.94% |
| SKF India (Industrial) Ltd | Industrials | Equity | 0.92% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 0.92% |
| Birla Corporation Ltd | Materials | Equity | 0.92% |
| Deepak Nitrite Ltd | Materials | Equity | 0.91% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.88% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 0.79% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.79% |
| Ellenbarrie Industrial Gases Ltd | Materials | Equity | 0.78% |
| Esab India Ltd | Industrials | Equity | 0.77% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.73% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.72% |
| Cyient Ltd | Technology | Equity | 0.71% |
| Emami Ltd | Consumer Staples | Equity | 0.71% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.67% |
| Sobha Ltd | Real Estate | Equity | 0.64% |
| Gland Pharma Ltd | Healthcare | Equity | 0.64% |
| PVR Ltd | Consumer Discretionary | Equity | 0.62% |
| R Systems International Ltd | Technology | Equity | 0.61% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.51% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.43% |
| Carborundum Universal Ltd | Materials | Equity | 0.40% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.37% |
| Bandhan Bank Ltd | Financial | Equity | 0.37% |
| Navin Fluorine International Ltd | Materials | Equity | 0.37% |
| Birlasoft Ltd | Technology | Equity | 0.30% |
| TD Power Systems Ltd | Industrials | Equity | 0.27% |
| Neogen Chemicals Ltd | Materials | Equity | 0.24% |
| 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 | +18.3% | +16.7% | +15.0% | +17.2% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 13 | 9 | 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) | |
|---|---|---|---|---|
 | +4.63% | +26.51% | 28,466.18 | |
 | +9.52% | +22.85% | 13,384.88 | |
 | +8.80% | +20.13% | 33,739.05 | |
| +8.99% | +18.31% | 3,871.80 | |
 | +3.52% | +17.33% | 78,407.03 | |
| 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 ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹290.71.
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₹76,991.28 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,