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NAV: 05 Dec 2025
₹288.73
Rating
3
Min. SIP amount
₹100
Fund size
₹3,495.63Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (69)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Aster DM Healthcare Ltd. | Healthcare | Equity | 3.26% |
Affle 3I Ltd. | Technology | Equity | 2.93% |
MTAR Technologies Ltd. | Capital Goods | Equity | 2.92% |
E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 2.81% |
Craftsman Automation Ltd. | Automobile | Equity | 2.69% |
SJS Enterprises Ltd. | Automobile | Equity | 2.67% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 2.64% |
RateGain Travel Technologies Ltd. | Technology | Equity | 2.62% |
PNB Housing Finance Ltd. | Financial | Equity | 2.53% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.16% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 2.16% |
Neuland Laboratories Ltd. | Healthcare | Equity | 2.11% |
DCB Bank Ltd. | Financial | Equity | 2.08% |
Axis Bank Ltd. | Financial | Equity | 1.88% |
Chalet Hotels Ltd. | Services | Equity | 1.82% |
CSB Bank Ltd. | Financial | Equity | 1.82% |
Brigade Enterprises Ltd. | Construction | Equity | 1.74% |
Greenpanel Industries Ltd. | Consumer Staples | Equity | 1.74% |
KSB Ltd. | Capital Goods | Equity | 1.63% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.62% |
Info Edge (India) Ltd. | Services | Equity | 1.62% |
Sanofi Consumer Healthcare India Ltd. | Healthcare | Equity | 1.61% |
Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 1.56% |
Angel One Ltd. | Financial | Equity | 1.55% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 1.53% |
Medi Assist Healthcare Services Ltd. | Services | Equity | 1.49% |
RHI Magnesita India Ltd. | Construction | Equity | 1.48% |
Natco Pharma Ltd. | Healthcare | Equity | 1.42% |
Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 1.38% |
Larsen & Toubro Ltd. | Construction | Equity | 1.37% |
Eternal Ltd. | Services | Equity | 1.36% |
R Systems International Ltd. | Technology | Equity | 1.23% |
Tega Industries Ltd. | Metals & Mining | Equity | 1.23% |
Westlife Foodworld Ltd. | Services | Equity | 1.23% |
Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.21% |
Ceat Ltd. | Automobile | Equity | 1.19% |
Ion Exchange (India) Ltd. | Capital Goods | Equity | 1.15% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.12% |
Deepak Nitrite Ltd. | Chemicals | Equity | 1.12% |
Gujarat State Petronet Ltd. | Energy | Equity | 1.09% |
Birla Corporation Ltd. | Construction | Equity | 1.09% |
Cyient Ltd. | Technology | Equity | 1.05% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 1.04% |
Emami Ltd. | Consumer Staples | Equity | 1.03% |
Neogen Chemicals Ltd. | Chemicals | Equity | 1.00% |
Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.98% |
Ganesha Ecosphere Ltd. | Textiles | Equity | 0.97% |
TD Power Systems Ltd. | Capital Goods | Equity | 0.96% |
Orient Electric Ltd. | Consumer Discretionary | Equity | 0.96% |
UTI Asset Management Company Ltd. | Financial | Equity | 0.90% |
Electronics Mart India Ltd. | Services | Equity | 0.88% |
PVR Inox Ltd. | Services | Equity | 0.87% |
Amber Enterprises India Ltd. | Consumer Discretionary | Futures | 0.85% |
Esab India Ltd. | Capital Goods | Equity | 0.85% |
Sobha Ltd. | Construction | Equity | 0.83% |
Senco Gold Ltd. | Consumer Discretionary | Equity | 0.79% |
K.P.R. Mill Ltd. | Textiles | Equity | 0.79% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.73% |
JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.72% |
Carborundum Universal Ltd. | Metals & Mining | Equity | 0.71% |
Kei Industries Ltd. | Capital Goods | Equity | 0.63% |
NA | NA | Mutual Fund | 0.59% |
SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.57% |
Birlasoft Ltd. | Technology | Equity | 0.53% |
BSE Ltd. | Services | Equity | 0.52% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.49% |
SKF India Ltd. | Capital Goods | Equity | 0.45% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.03% |
Hindustan Dorr-Oliver Ltd. | Capital Goods | Equity | 0.00% |
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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 20.3% | 25.6% | 15.1% | 18.3% |
| Category average | 18.2% | 23.8% | 16.4% | NA |
| Rank with in category | 9 | 11 | 11 | NA |
Understand terms
Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -2.2% | 30.3% | 17,380.29 |
Invesco India Smallcap Fund Direct Growth | 5 | -2.1% | 25.0% | 9,000.49 |
Quant Small Cap Fund Direct Plan Growth | 4 | -7.0% | 21.6% | 30,504.39 |
Nippon India Small Cap Fund Direct Growth | 4 | -7.3% | 20.9% | 68,969.15 |
Franklin India Small Cap Fund Direct Growth | 4 | -9.1% | 19.8% | 13,789.53 |
Expense ratio, exit load and tax
Expense ratio: 0.86%
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
Fund management
Rohit SeksariaNov 2022 - PresentView details
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
NAWebsite
www.sundarammutual.com
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.comPros and cons
Category: Equity Small Cap
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.86%
1Y category rank: 4
Cons
10Y annualised returns lower than category average by 1.28%
Compare funds
Sundaram Small Cap Fund Direct Growth
VS
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