Sundaram Small Cap Fund Regular Plan - Growth
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Fund Manager: FM1: Mr. Rohit Seksaria |
Equity: Small Cap |
NIFTY Smallcap 250 TRI
NAV as on 06-10-2025
AUM as on
Rtn ( Since Inception )
17.05%
Inception Date
Feb 10, 2005
Expense Ratio
1.95%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
Investment Objective : The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -0.72 | 18.06 | -1.94 | 20.02 | 26.96 | 14.04 |
| NIFTY SMALLCAP 250 TRI | -3.84 | 15.67 | -4.94 | 22.73 | 28.28 | 15.59 |
| Equity: Small Cap | -2.0 | 14.96 | -4.23 | 19.41 | 27.53 | 16.97 |
| Rank within Category | 8 | 4 | 10 | 8 | 13 | 12 |
| Number of Funds within Category | 30 | 30 | 28 | 23 | 21 | 13 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Small Cap Fund Regular Plan - Growth | 328.3 | 1.95 | -1.94 | 20.02 | 26.96 | 14.04 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 526.39 | 1.84 | 1.87 | 0.0 | 0.0 | 0.0 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 15.35 | 2.17 | 1.7 | 0.0 | 0.0 | 0.0 |
| HDFC Small Cap Fund - Growth Option | 3,628.41 | 1.55 | 1.59 | 22.31 | 29.62 | 18.46 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 155.86 | 2.07 | 0.25 | 13.3 | 0.0 | 0.0 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 770.06 | 1.73 | -0.05 | 24.3 | 29.63 | 0.0 |
| Axis Small Cap Fund - Regular Plan - Growth | 2,565.78 | 1.6 | -1.3 | 18.46 | 25.82 | 18.25 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 262.13 | 1.87 | -1.31 | 25.3 | 23.92 | 0.0 |
| Union Small Cap Fund - Regular Plan - Growth Option | 165.81 | 2.11 | -1.66 | 16.18 | 25.3 | 15.03 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 1,451.31 | 1.66 | -1.75 | 28.88 | 29.79 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 7.79 | -0.13 | 55.58 | -29.17 | -6.06 | 26.16 | 60.35 | -2.11 | 45.29 | 0.97 |
| NIFTY Smallcap 250 TRI | 11.27 | 1.39 | 58.47 | -26.15 | -7.26 | 26.46 | 63.34 | -2.64 | 49.09 | -3.6 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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