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Sundaram Small Cap Fund Direct Growth

Sundaram Small Cap Fund Direct Growth

+20.56%
3Y annualised
+0.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jun '26
?321.48
Min. for SIP
?100
Fund size (AUM)
?3,680.99 Cr
Expense ratio
0.91%
Rating
4

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?66,758
+11.26%
3 years?1,80,000?2,23,358
+24.09%
5 years?3,00,000?4,69,539
+56.51%
10 years?6,00,000?15,84,736
+164.12%

Holdings (74)

NameSectorInstrumentsAssets
MTAR Technologies LtdIndustrialsEquity5.67%
RepoUnspecifiedRepo4.20%
Aster DM Healthcare LtdHealthcareEquity3.33%
S.J.S Enterprises LtdConsumer DiscretionaryEquity3.30%
RateGain Travel Technologies LtdTechnologyEquity3.11%
PNB Housing Finance LtdFinancialEquity2.68%
Craftsman Automation LtdConsumer DiscretionaryEquity2.60%
Zomato LtdTechnologyEquity2.46%
Affle (India) LtdIndustrialsEquity2.41%
EID-Parry (India) LtdMaterialsEquity2.15%
DCB Bank LtdFinancialEquity2.12%
Neuland Laboratories LtdHealthcareEquity2.08%
Safari Industries (India) LtdConsumer DiscretionaryEquity2.04%
Angel One LtdFinancialEquity1.93%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.91%
Axis Bank LtdFinancialEquity1.91%
Cholamandalam Financial Holdings LtdFinancialEquity1.84%
Balrampur Chini Mills LtdConsumer StaplesEquity1.66%
Natco Pharma LtdHealthcareEquity1.58%
Aavas Financiers LtdFinancialEquity1.58%
Ujjivan Small Finance Bank LtdFinancialEquity1.57%
KSB LtdIndustrialsEquity1.54%
Equitas Small Finance Bank LtdFinancialEquity1.54%
Elecon Engineering Company LtdIndustrialsEquity1.49%
Sanofi Consumer Healthcare India LtdHealthcareEquity1.44%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.43%
Chalet Hotels LtdConsumer DiscretionaryEquity1.43%
Larsen & Toubro LtdIndustrialsEquity1.32%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.26%
Neogen Chemicals LtdMaterialsEquity1.25%
Venus Pipes & Tubes LtdIndustrialsEquity1.23%
Gujarat Gas LtdEnergy & UtilitiesEquity1.20%
Kalpataru Power Transmission LtdIndustrialsEquity1.19%
CSB Bank LtdFinancialEquity1.19%
Greenpanel Industries LtdMaterialsEquity1.17%
Brigade Enterprises LtdReal EstateEquity1.12%
Info Edge (India) LtdTechnologyEquity1.11%
Kovai Medical Center & Hospital LtdHealthcareEquity1.10%
RHI Magnesita India LtdMaterialsEquity1.09%
Ion Exchange (India) LtdIndustrialsEquity1.08%
OnEMI Technology Solutions Ltd.TechnologyEquity1.08%
Senco Gold Ltd.Consumer DiscretionaryEquity1.06%
Prudent Corporate Advisory Services LtdFinancialEquity1.05%
Deepak Nitrite LtdMaterialsEquity1.04%
Medi Assist Healthcare Services Ltd.IndustrialsEquity1.01%
Shivalik Bimetal Controls LtdIndustrialsEquity1.01%
Birla Corporation LtdMaterialsEquity0.98%
Esab India LtdIndustrialsEquity0.92%
Electronics Mart India LtdConsumer DiscretionaryEquity0.91%
KPR Mills LtdConsumer DiscretionaryEquity0.84%
GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100FinancialTreasury Bills0.82%
Orient Electric LtdConsumer DiscretionaryEquity0.82%
Westlife Development LtdConsumer DiscretionaryEquity0.80%
Cyient LtdTechnologyEquity0.78%
UTI Asset Management Company LtdFinancialEquity0.76%
Ceat LtdConsumer DiscretionaryEquity0.76%
Emami LtdConsumer StaplesEquity0.73%
R Systems International LtdTechnologyEquity0.73%
SKF India (Industrial) LtdIndustrialsEquity0.72%
Sobha LtdReal EstateEquity0.69%
Tega Industries LtdIndustrialsEquity0.66%
PVR LtdConsumer DiscretionaryEquity0.66%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity0.61%
Gland Pharma LtdHealthcareEquity0.61%
Sundaram Money Market Fund Direct - GrowthUnspecifiedMutual Fund0.58%
Ganesha Ecosphere LtdConsumer DiscretionaryEquity0.55%
Five-Star Business Finance LtdFinancialEquity0.52%
Bandhan Bank LtdFinancialEquity0.40%
Carborundum Universal LtdMaterialsEquity0.37%
Navin Fluorine International LtdMaterialsEquity0.36%
Birlasoft LtdTechnologyEquity0.36%
TD Power Systems LtdIndustrialsEquity0.30%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.22%
Hindustan Dorr Oliver LtdIndustrialsEquity--
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
Name3Y5Y10YAll
Fund returns+20.6%+19.9%+16.6%+18.4%
Category average (Equity Small Cap)+19.7%+22.6%+16.1%--
Rank (Equity Small Cap)11710--

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

Name1Y3YFund Size(Cr)
Bandhan Small Cap Fund Direct Growth
Bandhan Small Cap Fund Direct Growth
+7.96%+29.17%27,219.13
Invesco India Smallcap Fund Direct Growth
Invesco India Smallcap Fund Direct Growth
+11.90%+24.68%11,716.88
Sundaram Small Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
+13.70%+20.56%3,680.99
Nippon India Small Cap Fund Direct Growth
Nippon India Small Cap Fund Direct Growth
+7.64%+19.56%74,604.07
Axis Small Cap Fund Direct Growth
Axis Small Cap Fund Direct Growth
+6.00%+16.80%27,840.05
Compare

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 ?77,804 Cr and the Latest NAV as of 18 Jun 2026 is ?321.48. 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. ;

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?77,803.54 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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