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Sundaram Small Cap Fund Direct Growth
+19.58%
3Y annualised
+1.29% 1D
NAV: 09 Jun '26
₹306.74
Min. for SIP
₹100
Fund size (AUM)
₹3,562.91 Cr
Expense ratio
1.48%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,399 | +5.67% | |
| 3 years | ₹1,80,000 | ₹2,11,362 | +17.42% | |
| 5 years | ₹3,00,000 | ₹4,44,544 | +48.18% | |
| 10 years | ₹6,00,000 | ₹15,00,171 | +150.03% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 5.25% |
| Repo | Unspecified | Repo | 4.07% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 3.31% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.93% |
| PNB Housing Finance Ltd | Financial | Equity | 2.81% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.60% |
| EID-Parry (India) Ltd | Materials | Equity | 2.48% |
| Zomato Ltd | Technology | Equity | 2.40% |
| Affle (India) Ltd | Industrials | Equity | 2.37% |
| DCB Bank Ltd | Financial | Equity | 2.33% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.30% |
| KSB Ltd | Industrials | Equity | 1.97% |
| Axis Bank Ltd | Financial | Equity | 1.95% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.89% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.87% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.83% |
| Angel One Ltd | Financial | Equity | 1.83% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.81% |
| Natco Pharma Ltd | Healthcare | Equity | 1.76% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.73% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.69% |
| Aavas Financiers Ltd | Financial | Equity | 1.68% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.56% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | Equity | 1.55% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.53% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 1.51% |
| Greenpanel Industries Ltd | Materials | Equity | 1.49% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.42% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.40% |
| Neogen Chemicals Ltd | Materials | Equity | 1.38% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.34% |
| CSB Bank Ltd | Financial | Equity | 1.33% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.30% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.25% |
| Ion Exchange (India) Ltd | Industrials | Equity | 1.22% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 1.20% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.18% |
| Gujarat State Petronet Ltd | Energy & Utilities | Equity | 1.15% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.13% |
| RHI Magnesita India Ltd | Materials | Equity | 1.12% |
| Info Edge (India) Ltd | Technology | Equity | 1.12% |
| Deepak Nitrite Ltd | Materials | Equity | 1.11% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.04% |
| Tega Industries Ltd | Industrials | Equity | 1.04% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 1.02% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 0.99% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.98% |
| Birla Corporation Ltd | Materials | Equity | 0.92% |
| Esab India Ltd | Industrials | Equity | 0.92% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.88% |
| Emami Ltd | Consumer Staples | Equity | 0.84% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.84% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.83% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.82% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.80% |
| Cyient Ltd | Technology | Equity | 0.77% |
| PVR Ltd | Consumer Discretionary | Equity | 0.75% |
| R Systems International Ltd | Technology | Equity | 0.74% |
| Sobha Ltd | Real Estate | Equity | 0.72% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.72% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.60% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 0.60% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.56% |
| SKF India (Industrial) Ltd | Industrials | Equity | 0.54% |
| Carborundum Universal Ltd | Materials | Equity | 0.49% |
| Gland Pharma Ltd | Healthcare | Equity | 0.49% |
| Birlasoft Ltd | Technology | Equity | 0.43% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.42% |
| Bandhan Bank Ltd | Financial | Equity | 0.39% |
| TD Power Systems Ltd | Industrials | Equity | 0.37% |
| Navin Fluorine International Ltd | Materials | Equity | 0.35% |
| Hindustan Dorr Oliver Ltd | Industrials | Equity | -- |
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 | +19.6% | +18.7% | +16.1% | +18.0% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 12 | 7 | 10 | -- |
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) | |
|---|---|---|---|---|
 | +2.73% | +29.03% | 25,345.79 | |
 | +4.74% | +23.75% | 11,038.23 | |
| +6.50% | +19.58% | 3,562.91 | |
 | +2.04% | +18.80% | 72,672.99 | |
 | +0.91% | +16.41% | 27,363.97 | |
| 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 ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹306.74.
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₹75,523.60 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,