Sundaram Small Cap Fund Institutional Growth

Equity
Small Cap
Very High Risk
25.05%
3Y annualised
+0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹165.76
Min. SIP amountNot Supported
RatingNA
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 returns62.0%25.1%16.9%15.2%
Category average41.0%21.8%30.8%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
39.5%26.9%62,259.56
5
43.7%24.7%26,644.74
4
45.6%24.1%9,319.04
4
41.3%22.8%5,376.18
4
36.9%22.3%1,516.96

Holdings (80)

NameSectorInstrumentAssets
FinancialEquity2.91%
Consumer DiscretionaryEquity2.74%
ServicesEquity2.67%
Capital GoodsEquity2.48%
Consumer StaplesEquity2.41%
FinancialEquity2.36%
Consumer StaplesEquity2.28%
TechnologyEquity2.18%
FinancialEquity2.06%
TechnologyEquity1.97%
HealthcareEquity1.96%
ConstructionEquity1.96%
ServicesEquity1.79%
Capital GoodsEquity1.66%
EnergyEquity1.63%
TechnologyEquity1.62%
ServicesEquity1.60%
FinancialEquity1.52%
ConstructionEquity1.51%
ConstructionEquity1.51%
Capital GoodsEquity1.49%
AutomobileEquity1.46%
ChemicalsEquity1.42%
TechnologyEquity1.40%
FinancialEquity1.37%
FinancialEquity1.36%
Capital GoodsEquity1.34%
FinancialEquity1.34%
ServicesEquity1.33%
HealthcareEquity1.32%
Capital GoodsEquity1.30%
ServicesEquity1.26%
ConstructionEquity1.26%
AutomobileEquity1.26%
HealthcareEquity1.23%
FinancialEquity1.21%
Metals & MiningEquity1.20%
Consumer DiscretionaryEquity1.15%
Consumer StaplesEquity1.15%
HealthcareEquity1.13%
ChemicalsEquity1.13%
Consumer DiscretionaryEquity1.12%
HealthcareEquity1.11%
AutomobileEquity1.10%
FinancialEquity1.09%
Consumer StaplesEquity1.09%
Capital GoodsEquity1.07%
FinancialEquity1.06%
Consumer StaplesEquity1.04%
HealthcareEquity1.04%
ConstructionEquity1.03%
AutomobileEquity0.99%
FinancialEquity0.99%
ServicesEquity0.98%
TechnologyEquity0.95%
FinancialEquity0.91%
Consumer DiscretionaryEquity0.89%
FinancialEquity0.89%
ConstructionEquity0.79%
TextilesEquity0.76%
TechnologyEquity0.72%
FinancialEquity0.68%
ChemicalsEquity0.67%
JK Cement Ltd.
ConstructionEq. Der.0.67%
ConstructionEquity0.64%
Consumer StaplesEquity0.60%
AutomobileEquity0.59%
Reserve Bank of India
FinancialT-Bills0.55%
ChemicalsEquity0.54%
Consumer DiscretionaryEquity0.51%
Metals & MiningEquity0.49%
Capital GoodsEquity0.46%
ServicesEquity0.46%
Consumer DiscretionaryEquity0.40%
ServicesEquity0.37%
ServicesEquity0.32%
Metals & MiningEquity0.30%
ConstructionPPE0.19%
ConstructionEquity0.00%
Capital GoodsEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.28%

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

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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