Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
22.19%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹294.28
Min. SIP amount₹100
Rating2
Fund size₹3,581.38Cr

Return calculator

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

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.7%22.2%31.7%20.1%
Category average33.2%22.7%32.3%NA
Rank with in category332114NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
35.4%29.4%62,259.56
4
44.5%28.5%5,376.18
5
39.1%27.6%9,319.04
5
34.2%27.4%26,644.74
4
37.9%25.7%1,516.96

Holdings (82)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity2.93%
ServicesEquity2.71%
HealthcareEquity2.47%
TechnologyEquity2.32%
Capital GoodsEquity2.28%
FinancialEquity2.23%
Consumer StaplesEquity2.16%
TechnologyEquity2.10%
ConstructionEquity1.98%
FinancialEquity1.96%
Consumer StaplesEquity1.91%
FinancialEquity1.87%
Consumer StaplesEquity1.87%
ServicesEquity1.74%
FinancialEquity1.71%
ServicesEquity1.69%
AutomobileEquity1.67%
ChemicalsEquity1.65%
AutomobileEquity1.64%
Capital GoodsEquity1.59%
EnergyEquity1.56%
HealthcareEquity1.54%
FinancialEquity1.52%
TechnologyEquity1.42%
ConstructionEquity1.42%
Capital GoodsEquity1.40%
TechnologyEquity1.40%
ServicesEquity1.39%
FinancialEquity1.36%
ServicesEquity1.36%
ConstructionEquity1.34%
FinancialEquity1.33%
HealthcareEquity1.31%
ConstructionEquity1.30%
Consumer StaplesEquity1.30%
FinancialEquity1.26%
Metals & MiningEquity1.18%
ServicesEquity1.15%
Capital GoodsEquity1.12%
Capital GoodsEquity1.10%
Capital GoodsEquity1.10%
FinancialEquity1.09%
Capital GoodsEquity1.08%
ConstructionEquity1.08%
FinancialEquity1.06%
FinancialEquity1.04%
HealthcareEquity1.04%
Consumer DiscretionaryEquity1.01%
HealthcareEquity0.99%
ServicesEquity0.99%
Capital GoodsEquity0.98%
EnergyEquity0.96%
ChemicalsEquity0.96%
FinancialEquity0.92%
AutomobileEquity0.90%
TextilesEquity0.88%
TechnologyEquity0.86%
Consumer DiscretionaryEquity0.84%
AutomobileEquity0.79%
Consumer StaplesEquity0.78%
Metals & MiningEquity0.74%
ConstructionEquity0.66%
TechnologyEquity0.63%
ChemicalsEquity0.60%
Reserve Bank of India
FinancialT-Bills0.57%
Consumer StaplesEquity0.57%
ServicesEquity0.54%
ChemicalsEquity0.52%
Consumer DiscretionaryEquity0.52%
AutomobileEquity0.51%
Consumer DiscretionaryEquity0.46%
ConstructionEquity0.43%
Metals & MiningEquity0.42%
ServicesEquity0.41%
FinancialEquity0.40%
Consumer DiscretionaryEquity0.34%
Metals & MiningEquity0.30%
FinancialEquity0.30%
Capital GoodsEquity0.22%
ConstructionPPE0.21%
HealthcareEquity0.13%
Capital GoodsEquity0.00%
See All

Pros and cons

Category: Equity Small Cap

Pros

Lower expense ratio: 0.84%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.84%

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

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

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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