Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
17.44%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Apr 2025₹256.46
Min. SIP amount₹100
Rating2
Fund size₹2,955.26Cr

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 returns4.2%17.4%33.7%18.1%
Category average3.8%16.4%33.2%NA
Rank with in category211414NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
4
14.3%22.9%5,884.64
5
9.4%21.4%9,203.23
4
6.2%21.0%55,490.73
4
2.3%20.8%11,969.61
5
-1.9%19.8%24,892.62

Holdings (78)

NameSectorInstrumentAssets
HealthcareEquity3.11%
TechnologyEquity2.78%
Consumer DiscretionaryEquity2.68%
FinancialEquity2.58%
FinancialEquity2.43%
AutomobileEquity2.27%
Capital GoodsEquity2.26%
Consumer StaplesEquity2.19%
FinancialEquity2.19%
Consumer StaplesEquity2.10%
AutomobileEquity1.97%
HealthcareEquity1.89%
TechnologyEquity1.89%
ServicesEquity1.86%
Capital GoodsEquity1.83%
Consumer StaplesEquity1.76%
FinancialEquity1.74%
ConstructionEquity1.73%
ServicesEquity1.71%
Sundaram Liquid Direct-Growth
NAMutual Fund1.70%
Angel One Ltd.
FinancialFutures1.67%
HealthcareEquity1.65%
ConstructionEquity1.59%
ConstructionEquity1.57%
FinancialEquity1.57%
ServicesEquity1.56%
Capital GoodsEquity1.53%
ChemicalsEquity1.46%
FinancialEquity1.42%
ConstructionEquity1.41%
Capital GoodsEquity1.40%
AutomobileEquity1.37%
HealthcareEquity1.32%
ServicesEquity1.32%
Metals & MiningEquity1.28%
FinancialEquity1.22%
EnergyEquity1.22%
Consumer StaplesEquity1.21%
TechnologyEquity1.20%
ServicesEquity1.17%
FinancialEquity1.14%
Consumer DiscretionaryEquity1.13%
Capital GoodsEquity1.11%
ConstructionEquity1.06%
TechnologyEquity1.05%
HealthcareEquity1.04%
HealthcareEquity0.97%
Capital GoodsEquity0.96%
Capital GoodsEquity0.95%
ServicesEquity0.95%
Metals & MiningEquity0.95%
Consumer DiscretionaryEquity0.95%
ChemicalsEquity0.92%
Capital GoodsEquity0.92%
ServicesEquity0.92%
FinancialEquity0.90%
ServicesEquity0.87%
ServicesEquity0.81%
TextilesEquity0.79%
Capital GoodsEquity0.73%
ConstructionEquity0.73%
FinancialEquity0.70%
Consumer DiscretionaryEquity0.69%
Reserve Bank of India
FinancialT-Bills0.67%
TechnologyEquity0.65%
AutomobileEquity0.63%
Consumer StaplesEquity0.50%
FinancialEquity0.49%
ChemicalsEquity0.44%
Consumer DiscretionaryEquity0.37%
ServicesEquity0.33%
Metals & MiningEquity0.33%
Consumer DiscretionaryEquity0.29%
AutomobileEquity0.25%
Capital GoodsEquity0.21%
Capital GoodsEquity0.17%
FinancialEquity0.00%
Capital GoodsEquity0.00%
See All

Pros and cons

Category: Equity Small Cap

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.94%

Cons

10Y annualised returns lower than category average by 1.72%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.94%

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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