16487
18076
Sundaram Small Cap Fund - Direct (G)
19.93
10.84
18.34
0.97
5.49
22.71
10.15
17.97
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.32
18.34
Sundaram Small Cap Fund - Direct (G)
2.2
17.04
1.19
3.5
5 Years
Sundaram Small Cap Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
321.79
03 Jul 2026
-
-0.41%
1 Day
-
19.93%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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-
₹ 250
Min SIP -
₹ 100
Min Lumpsum -
0.89%
Expense Ratio -
3,681 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 03 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 10.84%
- 19.93%
- 18.34%
- 17.97
- 2.05Alpha
- 5.68SD
- 0.85Beta
- 0.78Sharpe
- 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- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Low
Low to
moderate moderate Moderately
High High Very
High
moderate moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Small Cap Fund - Direct (G) has delivered 19.74% since inception
The NAV of Sundaram Small Cap Fund - Direct (G) is ₹275.263 as of 03 Jul 2026
The expense ratio of Sundaram Small Cap Fund - Direct (G) is 0.89 % as of 03 Jul 2026
The AUM of Sundaram Small Cap Fund - Direct (G) 3108.53 CR as of 03 Jul 2026
The minimum SIP amount of Sundaram Small Cap Fund - Direct (G) is 250
The top stock holdings of Sundaram Small Cap Fund - Direct (G) are
- MTAR Technologie - 5.67%
- TREPS - 4.20%
- Aster DM Health. - 3.33%
- SJS Enterprises - 3.30%
- Rategain Travel - 3.11%
The top sectors Sundaram Small Cap Fund - Direct (G) has invested in are
- Banks - 11.05%
- Finance - 9.61%
- Industrial Products - 9.42%
- Consumer Durables - 8.18%
- Capital Markets - 7.93%