Sundaram Small Cap Fund – Direct Growth

Equity · Small Cap
 · ★★
₹ 250
Min SIP
₹ 100
Min Lumpsum
0.89 %
Expense Ratio
★★
Rating
2,464
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 24.5% 36.6% 16.5% 17.8%
Category Average 25% 34.8% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
3.09%
2.96%
Others
84.67%
View all Holdings
Holdings Sector Instrument Asset
Can Fin Homes Finance Equity 3.25%
KEI Industries Cables Equity 3.22%
KSB Capital Goods-Non Electrical Equipment Equity 3.09%
Suven Pharma Pharmaceuticals Equity 2.96%
Westlife Food Quick Service Restaurant Equity 2.81%
KPIT Technologi. IT - Software Equity 2.7%
Radico Khaitan Alcoholic Beverages Equity 2.5%
ICICI Securities Stock/ Commodity Brokers Equity 2.34%
Chola Financial Finance Equity 2.2%
St Bk of India Banks Equity 2.12%
Safari Inds. Plastic products Equity 2.08%
ICRA Credit Rating Agencies Equity 2.06%
Cyient IT - Software Equity 2.04%
Multi Comm. Exc. Miscellaneous Equity 1.95%
Tata Motors-DVR Automobile Equity 1.91%
HDFC Bank Banks Equity 1.89%
J B Chem & Pharm Pharmaceuticals Equity 1.81%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.79%
Neogen Chemicals Chemicals Equity 1.72%
Brigade Enterpr. Realty Equity 1.68%
P & G Health Ltd Pharmaceuticals Equity 1.58%
Ujjivan Fin.Ser. Finance Equity 1.52%
Triveni Turbine Capital Goods - Electrical Equipment Equity 1.51%
Greenpanel Inds. Miscellaneous Equity 1.41%
PVR Inox Entertainment Equity 1.36%
BEML Ltd Capital Goods-Non Electrical Equipment Equity 1.35%
Navin Fluo.Intl. Chemicals Equity 1.32%
Affle India IT - Software Equity 1.32%
Amrutanjan Healt Pharmaceuticals Equity 1.29%
Birla Corpn. Cement Equity 1.26%
CSB Bank Banks Equity 1.26%
Canara Bank Banks Equity 1.24%
LTIMindtree IT - Software Equity 1.2%
Bajaj Finance Finance Equity 1.19%
Chalet Hotels Hotels & Restaurants Equity 1.18%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.18%
MTAR Technologie Engineering Equity 1.1%
Vedant Fashions Retail Equity 1.08%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.06%
Mold-Tek Pack. Plastic products Equity 1.05%
Tube Investments Auto Ancillaries Equity 1.03%
Kovai Medical Healthcare Equity 1.03%
Sona BLW Precis. Auto Ancillaries Equity 1.02%
UTI AMC Finance Equity 1.01%
J K Cements Cement Equity 0.98%
Prudent Corp. Finance Equity 0.98%
PNC Infratech Construction Equity 0.97%
Cams Services Miscellaneous Equity 0.97%
RHI Magnesita Refractories Equity 0.92%
C.E. Info System IT - Software Equity 0.91%
Equitas Sma. Fin Banks Equity 0.89%
Birlasoft Ltd IT - Software Equity 0.86%
Balrampur Chini Sugar Equity 0.86%
Cera Sanitary. Ceramic Products Equity 0.85%
Dixon Technolog. Consumer Durables Equity 0.84%
Orient Electric Consumer Durables Equity 0.83%
C D S L Miscellaneous Equity 0.8%
Rategain Travel IT - Software Equity 0.79%
M M Forgings Castings, Forgings & Fastners Equity 0.76%
Ashok Leyland Automobile Equity 0.73%
Force Motors Automobile Equity 0.72%
ICICI Bank Banks Equity 0.71%
Butterfly Gan Ap Consumer Durables Equity 0.69%
Metro Brands Retail Equity 0.65%
KNR Construct. Construction Equity 0.64%
TCI Express Logistics Equity 0.63%
Gillette India FMCG Equity 0.51%
Go Fashion (I) Textiles Equity 0.5%
Persistent Sys IT - Software Equity 0.42%
Timken India Bearings Equity 0.18%
Hind.Dorr-Oliver Engineering Equity 0%
Industrial Products
11.01%
Capital Markets
10.11%
Finance
8.16%
Banks
8.12%
Pharmaceuticals & Biotech
7.64%
Others
54.97%
View all Sectors
Sectors Asset
Industrial Products 11.01%
Capital Markets 10.11%
Finance 8.16%
Banks 8.12%
Pharmaceuticals & Biotech 7.64%
Consumer Durables 7.34%
IT-Software 6.89%
Debt 5.17%
Leisure Services 3.99%
IT-Services 3.36%
Chemicals & Petrochemical 3.04%
Automobiles 2.63%
Electrical Equipments 2.57%
Beverages 2.5%
Cement & Cement Products 2.24%
Agricultural, Commercial 2.08%
Auto Components 2.05%
Realty 1.68%
Construction 1.61%
Retailing 1.58%
Entertainment 1.36%
Textiles & Apparels 1.18%
Aerospace & Defense 1.1%
Healthcare Services 1.03%
Agricultural Food & other 0.86%
Transport Services 0.63%
Personal Products 0.51%
Cash & Others -0.45%
Equity
95.24%
Reverse Repos
5.17%
Net Curr Ass/Net Receivables
-0.45%
Others
0.03%

Advance Ratio

0.59
Alpha
4.53
SD
0.8
Beta
0.57
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Fund Managers

Ravi Gopalakrishnan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Small Cap Fund – Direct Growth ?

You can invest in Sundaram Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Small Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Small Cap Fund – Direct Growth ?

The NAV of Sundaram Small Cap Fund – Direct Growth is ₹196.1 as of 18 August 2023.

How to redeem Sundaram Small Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Small Cap Fund – Direct Growth?

The minimum SIP amount of Sundaram Small Cap Fund – Direct Growth is ₹250

What are the top sectors Sundaram Small Cap Fund – Direct Growth has invested in?

The top sectors Sundaram Small Cap Fund – Direct Growth has invested in are
  1. Industrial Products - 11.01%
  2. Capital Markets - 10.11%
  3. Finance - 8.16%
  4. Banks - 8.12%
  5. Pharmaceuticals & Biotech - 7.64%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Small Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Small Cap Fund – Direct Growth generated ?

The Sundaram Small Cap Fund – Direct Growth has delivered 17.8% since inception

What is the expense ratio of Sundaram Small Cap Fund – Direct Growth ?

The expense ratio of Sundaram Small Cap Fund – Direct Growth is 0.89 % as of 18 August 2023.

What is the AUM of Sundaram Small Cap Fund – Direct Growth?

The AUM of Sundaram Small Cap Fund – Direct Growth is ₹45,611 Cr as of 18 August 2023

What are the top stock holdings of Sundaram Small Cap Fund – Direct Growth?

The top stock holdings of Sundaram Small Cap Fund – Direct Growth are
  1. Can Fin Homes - 3.25%
  2. KEI Industries - 3.22%
  3. KSB - 3.09%
  4. Suven Pharma - 2.96%
  5. Westlife Food - 2.81%

How can I redeem my investments in Sundaram Small Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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