Sundaram Small Cap Fund Growth

Equity
Small Cap
Very High Risk
19.76%
3Y annualised
+0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹256.25
Rating
3
Min. SIP amount
Not Supported
Fund size
₹3,393.53Cr

Return calculator

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

Holdings (67)

NameSectorInstrumentAssets
HealthcareEquity3.38%
Consumer StaplesEquity3.27%
TechnologyEquity3.06%
FinancialEquity2.88%
AutomobileEquity2.80%
Consumer DiscretionaryEquity2.54%
AutomobileEquity2.35%
FinancialEquity2.20%
FinancialEquity2.17%
Consumer StaplesEquity2.05%
FinancialEquity1.90%
Capital GoodsEquity1.86%
Consumer StaplesEquity1.85%
ServicesEquity1.79%
FinancialEquity1.77%
HealthcareEquity1.76%
Capital GoodsEquity1.73%
FinancialEquity1.72%
HealthcareEquity1.68%
FinancialEquity1.64%
TechnologyEquity1.59%
ServicesEquity1.58%
HealthcareEquity1.58%
ServicesEquity1.55%
Metals & MiningEquity1.55%
Capital GoodsEquity1.51%
ConstructionEquity1.48%
ConstructionEquity1.42%
HealthcareEquity1.39%
AutomobileEquity1.37%
ServicesEquity1.36%
FinancialEquity1.32%
Capital GoodsEquity1.30%
ServicesEquity1.28%
ConstructionEquity1.28%
ServicesEquity1.26%
ConstructionEquity1.24%
TechnologyEquity1.24%
TextilesEquity1.23%
FinancialEquity1.23%
Consumer StaplesEquity1.20%
ConstructionEquity1.19%
EnergyEquity1.15%
Capital GoodsEquity1.14%
Capital GoodsEquity1.12%
TechnologyEquity1.12%
Capital GoodsEquity1.07%
Consumer DiscretionaryEquity1.02%
FinancialEquity0.99%
AutomobileEquity0.97%
Capital GoodsEquity0.95%
Consumer DiscretionaryEquity0.91%
ServicesEquity0.91%
TextilesEquity0.87%
ServicesEquity0.84%
ChemicalsEquity0.80%
FinancialEquity0.78%
Consumer DiscretionaryEquity0.78%
HealthcareEquity0.78%
Metals & MiningEquity0.76%
ChemicalsEquity0.67%
Capital GoodsEquity0.62%
NA
NAMutual Fund0.60%
TechnologyEquity0.58%
ServicesEquity0.42%
ChemicalsEquity0.35%
Capital GoodsEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.8%19.8%27.8%17.3%
Category average-6.2%20.4%28.2%NA
Rank with in category141712NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
4
0.5%25.0%7,580.46
4
-10.6%23.9%29,462.70
4
-0.3%23.4%36,353.10
5
-6.4%23.1%65,922.00
4
-9.4%22.7%13,824.99

Expense ratio, exit load and tax

Expense ratio: 1.94%

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

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%.

Understand terms
Check past data

Fund management

Ravi Gopalakrishnan
Jan 2022 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

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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