Sundaram Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
25.92%
3Y annualised
+1.08% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 25 Jan 2022₹158.29
Min. SIP amount₹100
Rating2
Fund size₹2,146.17Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.7%25.9%14.7%18.3%
Category average102.5%18.0%16.9%NA
Rank with in category111312NA
Understand terms
Holdings (107)NameSectorInstrumentAssets
KPIT Technologies Ltd.
TechnologyEquity3.7%
Persistent Systems Ltd.
TechnologyEquity3.6%
Cyient Ltd.
TechnologyEquity3.0%
Multi Commodity Exchange Of India Ltd.
ServicesEquity2.8%
Can Fin Homes Ltd.
FinancialEquity2.7%
Carborundum Universal Ltd.
MetalsEquity2.2%
Navin Fluorine International Ltd.
ChemicalsEquity2.2%
Amrutanjan Health Care Ltd.
HealthcareEquity2.2%
Westlife Development Ltd.
ServicesEquity2.2%
KSB Ltd.
EngineeringEquity2.1%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
3Y annualised returns higher than category average by 8.38%
Lower expense ratio: 0.73%
Cons
1Y and 5Y annualised returns lower than category average
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
0.73%
30 Nov 2021 - 31 Dec 2021
1.21%
31 Oct 2021 - 30 Nov 2021
1.21%
30 Sep 2021 - 31 Oct 2021
1.21%
31 Aug 2021 - 30 Sep 2021
1.21%
31 Jul 2021 - 31 Aug 2021
1.21%
30 Jun 2021 - 31 Jul 2021
1.22%
31 May 2021 - 30 Jun 2021
1.23%
30 Apr 2021 - 31 May 2021
1.25%
31 Mar 2021 - 30 Apr 2021
1.28%
28 Feb 2021 - 31 Mar 2021
1.27%
31 Jan 2021 - 28 Feb 2021
1.29%
31 Dec 2020 - 31 Jan 2021
1.27%
30 Nov 2020 - 31 Dec 2020
1.29%
31 Oct 2020 - 30 Nov 2020
1.32%
30 Sep 2020 - 31 Oct 2020
1.44%
31 Aug 2020 - 30 Sep 2020
1.32%
31 Jul 2020 - 31 Aug 2020
1.36%
30 Jun 2020 - 31 Jul 2020
1.44%
31 May 2020 - 30 Jun 2020
1.49%
30 Apr 2020 - 31 May 2020
1.58%
31 Mar 2020 - 30 Apr 2020
1.63%
29 Feb 2020 - 31 Mar 2020
1.47%
31 Jan 2020 - 29 Feb 2020
1.46%
31 Dec 2019 - 31 Jan 2020
1.49%
30 Nov 2019 - 31 Dec 2019
1.48%
31 Oct 2019 - 30 Nov 2019
1.44%
30 Sep 2019 - 31 Oct 2019
1.33%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.40%
30 Jun 2019 - 31 Jul 2019
1.35%
31 May 2019 - 30 Jun 2019
1.34%
30 Apr 2019 - 31 May 2019
1.34%
31 Mar 2019 - 30 Apr 2019
1.29%
28 Feb 2019 - 31 Mar 2019
1.40%
31 Jan 2019 - 28 Feb 2019
1.40%
31 Dec 2018 - 31 Jan 2019
1.40%
30 Nov 2018 - 31 Dec 2018
1.42%
31 Oct 2018 - 30 Nov 2018
1.80%
30 Sep 2018 - 31 Oct 2018
1.80%
31 Aug 2018 - 30 Sep 2018
1.64%
31 Jul 2018 - 31 Aug 2018
1.64%
30 Jun 2018 - 31 Jul 2018
1.65%
31 May 2018 - 30 Jun 2018
1.79%
30 Apr 2018 - 31 May 2018
1.78%
31 Mar 2018 - 30 Apr 2018
1.79%
28 Feb 2018 - 31 Mar 2018
1.78%
31 Jan 2018 - 28 Feb 2018
1.76%
31 Dec 2017 - 31 Jan 2018
1.77%
30 Nov 2017 - 31 Dec 2017
1.78%
31 Oct 2017 - 30 Nov 2017
1.80%
Expense ratio, exit load and taxExpense ratio: 0.73%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementRavi Gopalakrishnan
Jan 2022 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund IDCW Half Yearly
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Principal Emerging Bluechip Fund Growth
Principal Emerging Bluechip Fund IDCW Half Yearly
Sundaram Small Cap Fund Institutional IDCW
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Dividend Yield Fund Direct IDCW Half Yearly
Sundaram Dividend Yield Fund Direct Growth
Principal Emerging Bluechip Fund Direct IDCW Half Yearly
Principal Emerging Bluechip Fund Direct Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Principal Retirement Savings Fund Progressive Plan Direct Growth
Principal Retirement Savings Fund Progressive Plan Regular Growth
Principal Retirement Savings Fund Conservative Plan Direct Growth
Principal Retirement Savings Fund Conservative Plan Regular Growth
Principal Retirement Savings Fund Moderate Plan Direct Growth
Principal Retirement Savings Fund Moderate Plan Regular Growth
Sundaram Tax Savings Direct IDCW Half Yearly
Sundaram Tax Savings Regular IDCW Half Yearly
Principal Small Cap Fund Regular Growth
Principal Small Cap Fund Direct Growth
Principal Small Cap Fund Direct IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Diversified Equity Fund IDCW
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Diversified Equity Fund Growth
Sundaram Small Cap Fund Institutional IDCW
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Mirae Asset Hybrid Equity Fund Direct Growth
Mirae Asset Hybrid Equity Fund Direct IDCW
Mirae Asset Hybrid Equity Fund Regular Growth
Mirae Asset Hybrid Equity Fund Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Sundaram Tax Savings Direct IDCW Half Yearly
Sundaram Tax Savings Regular IDCW Half Yearly
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Mirae Asset Equity Savings Fund Direct Growth
Mirae Asset Equity Savings Fund Direct IDCW
Mirae Asset Equity Savings Fund Regular Growth
Mirae Asset Equity Savings Fund Regular IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Principal Large Cap Fund Regular Growth
Principal Large Cap Fund Direct Growth
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹44,103.86Cr
Date of IncorporationNA
 Sundaram Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to inves
 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 27 Jan 2022. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹44,104 Cr and the Latest NAV as of 25 Jan 2022 is ₹158.29.
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.
...Read more
Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund benchmarkNIFTY Smallcap 100 TRI
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
NA
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
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FAQsHow to Invest in Sundaram Small Cap Fund Direct Growth
You can easily invest in Sundaram Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Sundaram Small Cap Fund Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Sundaram Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Small Cap Fund Direct Growth provide?
The Sundaram Small Cap Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this
fund is 58.69% since its inception.
How much expense ratio is charged by Sundaram Small Cap Fund Direct Growth?
The term Expense Ratio used for Sundaram Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Sundaram Small Cap Fund Direct Growth is 0.73% as of 27 Jan 2022...
What is the AUM of Sundaram Small Cap Fund Direct Growth?
The AUM, short for Assets Under Management of Sundaram Small Cap Fund Direct Growth is ₹2,146.17Cr as of 27 Jan 2022.
How to Redeem Sundaram Small Cap Fund Direct Growth?
If you want to sell your Sundaram Small Cap Fund Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Small Cap Fund Direct Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Small Cap Fund Direct Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Small Cap Fund Direct Growth?
The NAV of Sundaram Small Cap Fund Direct Growth is ₹158.29 as of 25 Jan 2022.
What is the PE and PB ratio of Sundaram Small Cap Fund Direct Growth?
The PE ratio ratio of Sundaram Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

	1Y	3Y	5Y	All
Fund returns	58.7%	25.9%	14.7%	18.3%
Category average	102.5%	18.0%	16.9%	NA
Rank with in category	11	13	12	NA

Name	Sector	Instrument	Assets
KPIT Technologies Ltd.	Technology	Equity	3.7%
Persistent Systems Ltd.	Technology	Equity	3.6%
Cyient Ltd.	Technology	Equity	3.0%
Multi Commodity Exchange Of India Ltd.	Services	Equity	2.8%
Can Fin Homes Ltd.	Financial	Equity	2.7%
Carborundum Universal Ltd.	Metals	Equity	2.2%
Navin Fluorine International Ltd.	Chemicals	Equity	2.2%
Amrutanjan Health Care Ltd.	Healthcare	Equity	2.2%
Westlife Development Ltd.	Services	Equity	2.2%
KSB Ltd.	Engineering	Equity	2.1%

Rank (total assets)	#17 in India
Total AUM	₹44,103.86Cr

Date of Incorporation	NA

Fund benchmark	NIFTY Smallcap 100 TRI

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	2
Fund size	₹2,146.17Cr