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Sundaram Small Cap Fund Direct IDCW
+21.71%
3Y annualised
+0.77% 1D
NAV: 25 May '26
₹40.87
Min. for SIP
₹100
Fund size (AUM)
₹3,562.91 Cr
Expense ratio
0.85%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,990 | +8.32% | |
| 3 years | ₹1,80,000 | ₹2,19,323 | +21.85% | |
| 5 years | ₹3,00,000 | ₹4,60,072 | +53.36% | |
| 10 years | ₹6,00,000 | ₹15,45,761 | +157.63% |
Holdings (70)
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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 | +21.7% | +19.8% | +16.8% | +18.2% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 10 | 7 | 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) | |
|---|---|---|---|---|
Sundaram Small Cap Fund Direct IDCW | +12.61% | +21.71% | 3,562.91 | |
Nippon India Small Cap Fund Direct IDCW | +7.01% | +21.15% | 72,672.99 | |
Invesco India Smallcap Fund Direct IDCW | -- | -- | 11,038.23 | |
Bandhan Small Cap Fund Direct IDCW | -- | -- | 25,345.79 | |
Quant Small Cap Fund Direct Plan IDCW | -- | -- | 30,373.69 | |
| Compare | ||||
Fund management
RSRohit SeksariaNov 2022 - PresentView details
RS
Rohit Seksaria
Nov 2022 - Present
View details
About Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct IDCW 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 Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 25 May 2026 is ₹40.87.
The Sundaram Small Cap Fund Direct IDCW 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₹75,523.60 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,