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16487
18076
Sundaram Small Cap Fund - Direct (G)
18.45
8.40
17.41
-2.45
-1.03
6.75
15.38
17.83
7
2.23
17.41
Sundaram Small Cap Fund - Direct (G)
2.23
17.41
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    316.43

    23 Jul 2026

  • -0.87%

     1 Day

  • 18.45%

    3Y CAGR returns

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  • ₹ 250

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.89%

    Expense Ratio

  • 3

     Rating

  • 3,872 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.40%
  • 18.45%
  • 17.41%
  • 17.83

Scheme Allocation

By Holding By Sector By Asset
5.21%
3.56%
3.41%
3.31%
2.79%
81.72%
View All

Advance Ratio

  • 1.93Alpha
  • 5.64SD
  • 0.85Beta
  • 0.75Sharpe

Exit Load & Tax Implication

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  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

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

Rohit Seksaria

Risk-o-meter

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moderate moderate Moderately
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High

Peer Comparison

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More Funds from Sundaram Mutual Fund

18076
  • Fund Name
  • AUM - ₹ 23

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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ELSS

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Small Cap

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