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Sundaram Small Cap Fund

Growth
282.700.65% (-1.85)

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Sundaram Small Cap Fund

Growth
EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,424 Cr
Very High RiskPrinciple investment will be at very high risk
282.700.65% (-1.85)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,424 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8447.331.05
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2453.151.38

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Smallcap 250 - TRI

About Small Cap Fund

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquitySmall Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Small Cap Fund19.60%20.64%19.15%
Nippon India Small Cap Fund26.19%27.14%26.99%
HDFC Small Cap Fund20.86%23.62%20.99%
SBI Small Cap Fund24.63%20.43%25.80%

Price Comparison

Compare Sundaram Small Cap Fund with any MF, ETF, stock or index
Compare Sundaram Small Cap Fund with any MF, ETF, stock or index
Sundaram Small Cap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsTreasury BillsCash & EquivalentsEquity0.21%0.57%3.97%95.25%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+33 moreAuto PartsMiscellaneousInvestment Banking & BrokeragePrivate BanksIT Services & Consulting67.06 %4.90 %5.06 %6.46 %6.65 %9.88 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2412.54%11.96%11.12%11.31%9.76%9.88%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.19 %

    Holdings

    2.93 %

    0.19 %
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 0.04 %

    Holdings

    2.71 %

    0.04 %
  • Aster DM Healthcare Ltd
    ASTERDM
    3M change : 0.51 %

    Holdings

    2.47 %

    0.51 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,457.20 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,722.16 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Qualification

Data not available

Past Experience

Data not available

Funds Managed (34)

Sundaram Services Fund

Growth
20.58%
18.09%
0.76%

Sundaram LT Tax Adv Fund-Sr IV

Growth
11.90%
21.44%
1.18%

Sundaram LT Tax Adv Fund-Sr IV

Growth
11.66%
21.18%
1.40%

Sundaram LT Tax Adv Fund-Sr III

Growth
11.81%
21.61%
1.18%

Sundaram LT Tax Adv Fund-Sr III

Growth
11.55%
21.35%
1.41%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

Growth
13.55%
21.24%
1.18%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

Growth
13.26%
20.95%
1.42%

Sundaram Services Fund

Growth
19.18%
16.61%
1.91%

Sundaram LT Micro Cap Tax Adv Fund-Sr V

Growth
14.40%
20.43%
1.19%

Sundaram LT Micro Cap Tax Adv Fund-Sr V

Growth
14.15%
20.16%
1.41%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
12.76%
21.08%
1.33%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
12.64%
20.94%
1.44%

Sundaram LT Micro Cap Tax Adv Fund-Sr III

Growth
12.71%
20.94%
1.43%

Sundaram LT Micro Cap Tax Adv Fund-Sr III

Growth
12.92%
21.15%
1.25%

Sundaram LT Tax Adv Fund-Sr II

Growth
11.38%
14.14%
1.17%

Sundaram LT Tax Adv Fund-Sr I

Growth
11.01%
13.96%
1.39%

Sundaram LT Tax Adv Fund-Sr II

Growth
11.15%
13.90%
1.38%

Sundaram LT Tax Adv Fund-Sr I

Growth
10.95%
13.94%
1.44%

Sundaram Fin Serv Opp Fund

Growth
8.84%
20.13%
0.78%

Sundaram Diversified Equity

Growth
12.68%
13.89%
1.63%

Sundaram ELSS Tax Saver Fund

Growth
16.45%
15.60%
1.67%

Sundaram Nifty 100 Equal Weight Fund

Growth
16.77%
16.04%
0.57%

Sundaram Fin Serv Opp Fund

Growth
7.37%
18.40%
2.12%

Sundaram Diversified Equity

Growth
12.04%
13.22%
2.18%

Sundaram Small Cap Fund

Growth
18.28%
19.27%
1.94%

Sundaram ELSS Tax Saver Fund

Growth
15.81%
14.94%
2.22%

Sundaram Nifty 100 Equal Weight Fund

Growth
16.20%
15.51%
1.04%

Sundaram Small Cap Fund

Growth
19.60%
20.64%
0.84%

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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