Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
16.72%
3Y annualised
+1.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹267.73
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 returns11.4%16.7%27.1%19.0%
Category average14.4%16.8%28.0%NA
Rank with in category311715NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
4
25.7%22.4%5,376.18
5
16.1%21.9%62,259.56
5
20.8%21.8%9,319.04
4
12.1%21.6%26,644.74
4
19.9%18.9%1,516.96

Holdings (83)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity2.97%
TechnologyEquity2.57%
HealthcareEquity2.55%
Consumer StaplesEquity2.32%
TechnologyEquity2.20%
FinancialEquity2.12%
Capital GoodsEquity2.12%
ConstructionEquity1.99%
Consumer StaplesEquity1.96%
ServicesEquity1.92%
FinancialEquity1.87%
FinancialEquity1.86%
ServicesEquity1.78%
FinancialEquity1.76%
Consumer StaplesEquity1.74%
HealthcareEquity1.65%
Capital GoodsEquity1.65%
EnergyEquity1.61%
ChemicalsEquity1.54%
AutomobileEquity1.53%
HealthcareEquity1.50%
Capital GoodsEquity1.46%
TechnologyEquity1.42%
ServicesEquity1.41%
FinancialEquity1.36%
FinancialEquity1.35%
ConstructionEquity1.35%
ServicesEquity1.35%
FinancialEquity1.34%
AutomobileEquity1.33%
TechnologyEquity1.33%
ConstructionEquity1.30%
Capital GoodsEquity1.29%
ConstructionEquity1.26%
Capital GoodsEquity1.19%
ServicesEquity1.18%
Metals & MiningEquity1.17%
FinancialEquity1.15%
ServicesEquity1.11%
HealthcareEquity1.10%
FinancialEquity1.10%
ConstructionEquity1.08%
Capital GoodsEquity1.07%
HealthcareEquity1.06%
Capital GoodsEquity1.04%
Metals & MiningEquity1.04%
EnergyEquity1.03%
Capital GoodsEquity1.03%
HealthcareEquity1.03%
Consumer DiscretionaryEquity1.03%
ChemicalsEquity1.03%
Consumer DiscretionaryEquity1.01%
FinancialEquity0.98%
Capital GoodsEquity0.97%
ServicesEquity0.96%
FinancialEquity0.91%
AutomobileEquity0.91%
TechnologyEquity0.82%
FinancialEquity0.77%
TextilesEquity0.75%
HealthcareEquity0.72%
Consumer StaplesEquity0.71%
ConstructionEquity0.71%
Consumer StaplesEquity0.69%
Capital GoodsEquity0.61%
AutomobileEquity0.60%
Reserve Bank of India
FinancialT-Bills0.58%
ServicesEquity0.56%
AutomobileEquity0.54%
ChemicalsEquity0.52%
ConstructionEquity0.49%
Consumer DiscretionaryEquity0.48%
ChemicalsEquity0.48%
Consumer DiscretionaryEquity0.44%
ServicesEquity0.41%
Metals & MiningEquity0.39%
Consumer DiscretionaryEquity0.34%
Metals & MiningEquity0.29%
FinancialEquity0.27%
Capital GoodsEquity0.24%
ConstructionPPE0.22%
Consumer StaplesEquity0.19%
Capital GoodsEquity0.00%
See All

Pros and cons

Category: Equity Small Cap

Pros

Lower expense ratio: 0.85%

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: 0.85%

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

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

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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