Sundaram Small Cap Fund Growth

Sundaram Small Cap Fund Growth

Equity
Small Cap
Very High Risk
+19.75%
3Y annualised
-0.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹257.50
Min. SIP amount
Not Supported
Fund size
₹3,450.40 Cr
Expense ratio
1.94%

Holdings (70)

NameSectorInstrumentsAssets
Aster DM Healthcare Ltd.HealthcareEquity3.24%
MTAR Technologies Ltd.Capital GoodsEquity3.16%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity3.04%
RateGain Travel Technologies Ltd.TechnologyEquity2.95%
Craftsman Automation Ltd.AutomobileEquity2.87%
SJS Enterprises Ltd.AutomobileEquity2.84%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity2.79%
Affle 3I Ltd.TechnologyEquity2.74%
PNB Housing Finance Ltd.FinancialEquity2.50%
DCB Bank Ltd.FinancialEquity2.45%
Ujjivan Small Finance Bank Ltd.FinancialEquity2.29%
Neuland Laboratories Ltd.HealthcareEquity2.25%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.12%
Axis Bank Ltd.FinancialEquity2.03%
CSB Bank Ltd.FinancialEquity1.83%
Equitas Small Finance Bank Ltd.FinancialEquity1.74%
Chalet Hotels Ltd.ServicesEquity1.72%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.72%
Angel One Ltd.FinancialEquity1.65%
KSB Ltd.Capital GoodsEquity1.60%
Info Edge (India) Ltd.ServicesEquity1.58%
Sanofi Consumer Healthcare India Ltd.HealthcareEquity1.57%
Greenpanel Industries Ltd.Consumer StaplesEquity1.54%
Balrampur Chini Mills Ltd.Consumer StaplesEquity1.54%
Natco Pharma Ltd.HealthcareEquity1.53%
Brigade Enterprises Ltd.ConstructionEquity1.52%
RHI Magnesita India Ltd.ConstructionEquity1.46%
Larsen & Toubro Ltd.ConstructionEquity1.41%
Eternal Ltd.ServicesEquity1.35%
Medi Assist Healthcare Services Ltd.ServicesEquity1.35%
Kovai Medical Center & Hospital Ltd.HealthcareEquity1.31%
Tega Industries Ltd.Metals & MiningEquity1.24%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.21%
Westlife Foodworld Ltd.ServicesEquity1.19%
Kalpataru Projects International Ltd.Capital GoodsEquity1.17%
R Systems International Ltd.TechnologyEquity1.16%
Ceat Ltd.AutomobileEquity1.15%
Birla Corporation Ltd.ConstructionEquity1.05%
Emami Ltd.Consumer StaplesEquity1.04%
Gujarat State Petronet Ltd.EnergyEquity1.03%
Deepak Nitrite Ltd.ChemicalsEquity1.03%
Cyient Ltd.TechnologyEquity1.03%
Ion Exchange (India) Ltd.Capital GoodsEquity1.02%
Prudent Corporate Advisory Services Ltd.FinancialEquity1.02%
Amber Enterprises India Ltd.Consumer DiscretionaryFutures0.99%
Esab India Ltd.Capital GoodsEquity0.99%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity0.93%
Orient Electric Ltd.Consumer DiscretionaryEquity0.90%
Venus Pipes & Tubes Ltd.Metals & MiningEquity0.89%
Neogen Chemicals Ltd.ChemicalsEquity0.89%
Senco Gold Ltd.Consumer DiscretionaryEquity0.87%
TD Power Systems Ltd.Capital GoodsEquity0.86%
UTI Asset Management Company Ltd.FinancialEquity0.83%
K.P.R. Mill Ltd.TextilesEquity0.81%
Sobha Ltd.ConstructionEquity0.80%
PVR Inox Ltd.ServicesEquity0.78%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.77%
Ganesha Ecosphere Ltd.TextilesEquity0.74%
Electronics Mart India Ltd.ServicesEquity0.72%
Carborundum Universal Ltd.Metals & MiningEquity0.68%
Kei Industries Ltd.Capital GoodsEquity0.65%
BSE Ltd.ServicesEquity0.61%
NANAMutual Fund0.60%
SKF India (Industrial) Ltd.Capital GoodsEquity0.58%
Navin Fluorine International Ltd.ChemicalsEquity0.56%
Birlasoft Ltd.TechnologyEquity0.45%
SKF India Ltd.Capital GoodsEquity0.41%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.31%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.30%
Hindustan Dorr-Oliver Ltd.Capital GoodsEquityNA
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+19.8%+21.5%+14.1%+17.0%
Category average (Equity Small Cap)+19.7%+22.6%+16.1%--
Rank (Equity Small Cap)8911--

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

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.
Check past data

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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 ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹257.50. The Sundaram Small Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,