Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2025₹247.48
Min. SIP amount₹100
Rating2
Fund size₹2,762.92Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹55,735 (-7.11%)

Holdings (79)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity2.91%
FinancialEquity2.87%
HealthcareEquity2.77%
TechnologyEquity2.58%
AutomobileEquity2.19%
FinancialEquity2.19%
FinancialEquity2.10%
Capital GoodsEquity2.09%
Consumer StaplesEquity2.07%
Capital GoodsEquity1.97%
TechnologyEquity1.93%
FinancialEquity1.93%
HealthcareEquity1.91%
Consumer StaplesEquity1.90%
Consumer StaplesEquity1.89%
NA
NAMutual Fund1.81%
ServicesEquity1.79%
ServicesEquity1.79%
AutomobileEquity1.73%
ChemicalsEquity1.72%
ConstructionEquity1.67%
ConstructionEquity1.63%
Angel One Ltd.
FinancialFutures1.59%
FinancialEquity1.57%
HealthcareEquity1.55%
ServicesEquity1.51%
HealthcareEquity1.47%
ConstructionEquity1.43%
FinancialEquity1.42%
ConstructionEquity1.36%
Capital GoodsEquity1.33%
ServicesEquity1.33%
AutomobileEquity1.29%
ServicesEquity1.28%
Capital GoodsEquity1.23%
Metals & MiningEquity1.22%
EnergyEquity1.22%
Consumer StaplesEquity1.18%
TechnologyEquity1.17%
Consumer DiscretionaryEquity1.15%
FinancialEquity1.15%
Capital GoodsEquity1.07%
ChemicalsEquity1.07%
HealthcareEquity1.06%
ConstructionEquity1.05%
TechnologyEquity1.02%
ServicesEquity1.01%
Capital GoodsEquity0.99%
Capital GoodsEquity0.99%
HealthcareEquity0.95%
ServicesEquity0.92%
FinancialEquity0.91%
Capital GoodsEquity0.89%
ServicesEquity0.86%
FinancialEquity0.86%
FinancialEquity0.86%
ConstructionEquity0.84%
Metals & MiningEquity0.83%
Kei Industries Ltd.
Capital GoodsFutures0.81%
Consumer DiscretionaryEquity0.80%
ServicesEquity0.79%
Consumer DiscretionaryEquity0.79%
AutomobileEquity0.77%
TechnologyEquity0.77%
TextilesEquity0.75%
Reserve Bank of India
FinancialT-Bills0.72%
AutomobileEquity0.62%
Consumer StaplesEquity0.57%
FinancialEquity0.49%
ChemicalsEquity0.44%
Capital GoodsEquity0.40%
Consumer DiscretionaryEquity0.40%
Metals & MiningEquity0.35%
Consumer DiscretionaryEquity0.30%
ServicesEquity0.30%
Capital GoodsEquity0.23%
Capital GoodsEquity0.19%
FinancialEquity0.00%
Capital GoodsEquity0.00%
See All

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
1Y3Y5YAll
Fund returns4.2%16.8%35.7%17.9%
Category average6.6%16.9%35.3%NA
Rank with in category371914NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
13.4%23.1%8,274.12
4
14.8%22.5%5,311.92
5
0.7%21.9%22,832.42
4
6.9%21.7%50,826.29
4
11.2%18.4%1,389.85

Expense ratio, exit load and tax

Expense ratio: 0.96%

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

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.

Understand terms
Check past data

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,

Pros and cons

Category: Equity Small Cap

Pros

5Y annualised returns higher than category average by 0.43%
Lower expense ratio: 0.96%

Cons

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

Compare funds

Sundaram Small Cap Fund Direct Growth
VS
Add mutual fund to compare
MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 31 of Mar
â“’ 2016-2025 Groww. All rights reserved, Built with ♥in India
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ