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Sundaram Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
+21.08%
3Y annualised
-0.17% 1D
NAV: 16 Jan '26
₹286.27
Min. SIP amount
₹100
Fund size
₹3,400.63 Cr
Expense ratio
0.83%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,684 | +4.47% | |
| 3 years | ₹1,80,000 | ₹2,17,553 | +20.86% | |
| 5 years | ₹3,00,000 | ₹4,55,894 | +51.96% | |
| 10 years | ₹6,00,000 | ₹14,95,397 | +149.23% |
Holdings (69)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Craftsman Automation Ltd. | Automobile | Equity | 3.18% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.06% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 3.05% |
| Affle 3I Ltd. | Technology | Equity | 3.01% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.92% |
| SJS Enterprises Ltd. | Automobile | Equity | 2.88% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 2.84% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 2.76% |
| PNB Housing Finance Ltd. | Financial | Equity | 2.67% |
| DCB Bank Ltd. | Financial | Equity | 2.33% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 2.27% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.11% |
| CSB Bank Ltd. | Financial | Equity | 2.07% |
| Axis Bank Ltd. | Financial | Equity | 2.04% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 2.00% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.74% |
| Chalet Hotels Ltd. | Services | Equity | 1.71% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.69% |
| Info Edge (India) Ltd. | Services | Equity | 1.61% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.60% |
| KSB Ltd. | Capital Goods | Equity | 1.59% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 1.55% |
| Sanofi Consumer Healthcare India Ltd. | Healthcare | Equity | 1.54% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.53% |
| Eternal Ltd. | Services | Equity | 1.51% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.47% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.46% |
| Angel One Ltd. | Financial | Equity | 1.45% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 1.44% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.43% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.38% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 1.32% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 1.27% |
| Tega Industries Ltd. | Metals & Mining | Equity | 1.27% |
| R Systems International Ltd. | Technology | Equity | 1.20% |
| Westlife Foodworld Ltd. | Services | Equity | 1.19% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.19% |
| Ion Exchange (India) Ltd. | Capital Goods | Equity | 1.18% |
| Ceat Ltd. | Automobile | Equity | 1.16% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.16% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.14% |
| Gujarat State Petronet Ltd. | Energy | Equity | 1.11% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.10% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 1.10% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 1.07% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 1.05% |
| Emami Ltd. | Consumer Staples | Equity | 1.05% |
| Cyient Ltd. | Technology | Equity | 1.04% |
| Birla Corporation Ltd. | Construction | Equity | 1.01% |
| Esab India Ltd. | Capital Goods | Equity | 0.95% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.93% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.84% |
| Orient Electric Ltd. | Consumer Discretionary | Equity | 0.83% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.80% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.79% |
| Sobha Ltd. | Construction | Equity | 0.77% |
| PVR Inox Ltd. | Services | Equity | 0.75% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.72% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.71% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.69% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.69% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.67% |
| Electronics Mart India Ltd. | Services | Equity | 0.62% |
| NA | NA | Mutual Fund | 0.61% |
| BSE Ltd. | Services | Equity | 0.56% |
| Birlasoft Ltd. | Technology | Equity | 0.52% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.40% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Futures | 0.15% |
| Hindustan Dorr-Oliver Ltd. | Capital Goods | Equity | NA |
See All
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 | +21.1% | +23.2% | +16.1% | +18.0% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 8 | 10 | 11 | -- |
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) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +4.63% | +31.01% | 18,990.28 | |
Invesco India Smallcap Fund Direct Growth | +2.20% | +24.88% | 9,224.64 | |
Nippon India Small Cap Fund Direct Growth | -1.81% | +21.23% | 68,287.15 | |
HDFC Small Cap Fund Direct Growth | +2.20% | +20.26% | 37,753.13 | |
Quant Small Cap Fund Direct Plan Growth | -2.31% | +19.31% | 29,784.55 | |
| Compare | ||||
Fund management
RSRohit SeksariaNov 2022 - PresentView details
RS
Rohit Seksaria
Nov 2022 - Present
View details
About Sundaram Small Cap Fund Direct Growth
Sundaram Small Cap Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹286.27.
The Sundaram Small Cap Fund Direct Growth 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₹76,136.70 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,