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NAV: 01 Oct 2025
₹37.64
Rating
3
Min. SIP amount
₹100
Fund size
₹3,282.20Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (67)
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Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -4.2% | 21.6% | 28.9% | 18.5% |
| Category average | -8.6% | 20.2% | 27.4% | NA |
| Rank with in category | 12 | 15 | 12 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Small Cap Fund Direct IDCW | 4 | -8.0% | 23.6% | 64,821.04 |
Franklin India Small Cap Fund Direct IDCW | 4 | -10.3% | 22.4% | 13,302.32 |
Invesco India Smallcap Fund Direct IDCW | 5 | NA | NA | 7,717.78 |
Bandhan Small Cap Fund Direct IDCW | 5 | NA | NA | 14,561.74 |
Quant Small Cap Fund Direct Plan IDCW | 4 | NA | NA | 28,758.03 |
Expense ratio, exit load and tax
Expense ratio: 0.85%
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%.
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Check past data
Fund management
Rohit SeksariaNov 2022 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Small Cap
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.85%
Cons
10Y annualised returns lower than category average by 1.19%
Compare funds
Sundaram Small Cap Fund Direct IDCW
VS
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