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Sundaram Mutual Fund · Equity: Small Cap
Sundaram Small Cap Fund Regular Plan - Growth
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
EquityBenchmark · NIFTY Smallcap 250 TRITER · 1.91%Inception · 10-02-2005
NAV
₹273.95
+0.85% · as of 14-05-2026
Since inception
16.79%
CAGR
Benchmark (inception)
15.59%
CAGR
Fund size
₹36 Cr
AUM
Expense ratio
1.91%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.79% CAGR vs benchmark +15.59%.
Portfolio
Where the money is invested
Top holdings
MTAR TECHNOLOGIES LIMITED EQ4.06%
ASTER DM HEALTHCARE LIMITED EQ3.78%
S.J.S. ENTERPRISES LIMITED EQ3.00%
TREPS2.94%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-2.89%
E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/-2.72%
ZOMATO LIMITED EQ2.55%
PNB HOUSING FINANCE LTD EQ2.51%
CRAFTSMAN AUTOMATION LIMITED EQ2.49%
DCB BANK LIMITED EQ2.36%
Sector allocation
Financial Services19.98%
Capital Goods14.37%
Healthcare11.64%
Automobile and Auto Components8.07%
Consumer Services7.43%
Information Technology7.18%
Consumer Durables6.90%
Chemicals5.26%
Fast Moving Consumer Goods2.86%
Construction2.60%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.8% p.a.₹10,000
10 years
Projected value
₹31,14,935
Invested: ₹12,00,000
Gained: ₹19,14,935
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100795
ISIN (Growth)
INF903J01470
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Small Cap funds
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