Good morning :)
Add to Watchlist
Share
Home
Portfolio
Search
GoldGold
More

Sundaram Small Cap Fund

Growth
274.381.34% (+3.64)

How to use scorecard? Learn more

Sundaram Small Cap Fund

Growth
EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,450 Cr
Very High RiskPrinciple investment will be at very high risk
274.381.34% (+3.64)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,450 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8348.971.25
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2252.401.20

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

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Small Cap Fund25.12%19.58%19.05%
Nippon India Small Cap Fund33.54%27.10%27.00%
SBI Small Cap Fund28.36%18.95%25.86%
HDFC Small Cap Fund25.09%22.99%20.88%

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
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
RightsTreasury BillsCash & EquivalentsEquity0.20%0.56%4.05%95.19%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+32 moreConstruction & EngineeringIndustrial MachineryPrivate BanksInvestment Banking & BrokerageIT Services & Consulting65.31 %4.93 %5.59 %6.90 %7.19 %10.08 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2412.54%11.96%11.12%11.31%9.76%10.08%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 1.17 %

    Holdings

    3.45 %

    1.17 %
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.13 %

    Holdings

    2.48 %

    0.13 %
  • Greenpanel Industries Ltd
    GREENPANEL
    3M change : 0.15 %

    Holdings

    2.41 %

    0.15 %

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

    ₹ 68,351.09 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,842.59 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
24.62%
14.76%
0.74%

Sundaram LT Tax Adv Fund-Sr IV

Growth
17.26%
20.24%
1.18%

Sundaram LT Tax Adv Fund-Sr IV

Growth
17.00%
19.98%
1.40%

Sundaram LT Tax Adv Fund-Sr III

Growth
17.17%
20.33%
1.18%

Sundaram LT Tax Adv Fund-Sr III

Growth
16.90%
20.07%
1.41%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

Growth
19.00%
19.69%
1.16%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

Growth
18.70%
19.40%
1.40%

Sundaram Services Fund

Growth
23.16%
13.30%
1.89%

Sundaram LT Micro Cap Tax Adv Fund-Sr V

Growth
20.75%
19.07%
1.19%

Sundaram LT Micro Cap Tax Adv Fund-Sr V

Growth
20.48%
18.80%
1.41%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
19.02%
19.90%
1.32%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
18.89%
19.77%
1.43%

Sundaram LT Micro Cap Tax Adv Fund-Sr III

Growth
18.93%
19.64%
1.42%

Sundaram LT Micro Cap Tax Adv Fund-Sr III

Growth
19.15%
19.85%
1.24%

Sundaram LT Tax Adv Fund-Sr II

Growth
21.75%
12.43%
1.17%

Sundaram LT Tax Adv Fund-Sr I

Growth
20.83%
12.29%
1.37%

Sundaram LT Tax Adv Fund-Sr II

Growth
21.49%
12.19%
1.38%

Sundaram LT Tax Adv Fund-Sr I

Growth
20.77%
12.25%
1.42%

Sundaram Fin Serv Opp Fund

Growth
18.83%
16.92%
0.77%

Sundaram Diversified Equity

Growth
19.14%
12.06%
1.62%

Sundaram ELSS Tax Saver Fund

Growth
22.41%
12.94%
1.66%

Sundaram Nifty 100 Equal Weight Fund

Growth
31.20%
14.60%
0.56%

Sundaram Fin Serv Opp Fund

Growth
17.22%
15.23%
2.11%

Sundaram Diversified Equity

Growth
18.47%
11.40%
2.17%

Sundaram Small Cap Fund

Growth
23.74%
18.22%
1.93%

Sundaram ELSS Tax Saver Fund

Growth
21.73%
12.29%
2.21%

Sundaram Nifty 100 Equal Weight Fund

Growth
30.57%
14.08%
1.03%

Sundaram Small Cap Fund

Growth
25.12%
19.58%
0.83%

Manager Performance (0)

Loading...

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.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

HDFC Small Cap Fund vs Nippon India Small Cap Fund | Mutual Fund Comparison

4 years ago•Time To Invest

News Thumbnail

SBI Small Cap Fund vs Axis Small Cap Fund | Mutual Fund Comparison

4 years ago•Time To Invest

News Thumbnail

Top 3 Small Cap Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus

4 years ago•Time To Invest

News Thumbnail

Comparison of Small Cap Mutual Funds in Hindi - Quantitative Analysis | Top Small Cap Funds 2018

6 years ago•Yadnya Investment Academy