Sundaram Small Cap Fund – Direct Growth

Equity · Small Cap
 · ★★
250
Min SIP
100
Min Lumpsum
0.86 %
Expense Ratio
★★
Rating
3,063
Fund Size (in Cr)
11 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 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 53.5% 31.2% 26.4% 19.2%
Category Average 68.7% 32.1% 26.7% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
2.96%
Others
85.8%
View all Holdings
Holdings Sector Instrument Asset
KSB Capital Goods-Non Electrical Equipment Equity 2.96%
Multi Comm. Exc. Miscellaneous Equity 2.95%
KEI Industries Cables Equity 2.8%
Can Fin Homes Finance Equity 2.79%
Chola Financial Finance Equity 2.7%
Suven Pharma Pharmaceuticals Equity 2.65%
ICICI Bank Banks Equity 2.6%
Power Fin.Corpn. Finance Equity 2.54%
Safari Inds. Plastic products Equity 2.33%
Ujjivan Fin.Ser. Finance Equity 2.27%
Radico Khaitan Alcoholic Beverages Equity 2.23%
Greenpanel Inds. Plywood Boards/Laminates Equity 2.09%
Brigade Enterpr. Realty Equity 2.04%
Westlife Food Quick Service Restaurant Equity 1.96%
Equitas Sma. Fin Banks Equity 1.9%
Rategain Travel IT - Software Equity 1.85%
St Bk of India Banks Equity 1.76%
J B Chem & Pharm Pharmaceuticals Equity 1.71%
Cyient IT - Software Equity 1.69%
ICRA Credit Rating Agencies Equity 1.54%
Sterling & Wils. Engineering Equity 1.51%
Chalet Hotels Hotels & Restaurants Equity 1.5%
Bank of India Banks Equity 1.47%
Coforge IT - Software Equity 1.45%
Sobha Realty Equity 1.43%
Birlasoft Ltd IT - Software Equity 1.38%
Firstsour.Solu. IT - Software Equity 1.38%
Birla Corpn. Cement Equity 1.37%
Guj.St.Petronet Gas Distribution Equity 1.36%
RHI Magnesita Refractories Equity 1.27%
Neogen Chemicals Chemicals Equity 1.27%
P & G Health Ltd Pharmaceuticals Equity 1.25%
PVR Inox Entertainment Equity 1.24%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.22%
Tata Motors-DVR Automobile Equity 1.18%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.17%
Affle India IT - Software Equity 1.13%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.09%
Bajaj Finance Finance Equity 1.08%
HDFC Bank Banks Equity 1.05%
PNC Infratech Construction Equity 1.03%
Kovai Medical Healthcare Equity 0.99%
Tube Investments Auto Ancillaries Equity 0.95%
UTI AMC Finance Equity 0.95%
C D S L Miscellaneous Equity 0.93%
Amrutanjan Healt Pharmaceuticals Equity 0.92%
Balrampur Chini Sugar Equity 0.92%
Gillette India FMCG Equity 0.88%
Aster DM Health. Healthcare Equity 0.88%
Navin Fluo.Intl. Chemicals Equity 0.87%
NIIT Learning IT - Software Equity 0.82%
Angel One Stock/ Commodity Brokers Equity 0.8%
SJS Enterprises Auto Ancillaries Equity 0.79%
Cams Services Miscellaneous Equity 0.76%
J K Cements Cement Equity 0.75%
LTIMindtree IT - Software Equity 0.73%
Doms Industries Printing & Stationery Equity 0.72%
Mold-Tek Pack. Plastic products Equity 0.71%
CSB Bank Banks Equity 0.7%
Dixon Technolog. Consumer Durables Equity 0.65%
Orient Electric Consumer Durables Equity 0.6%
Force Motors Automobile Equity 0.6%
Prudent Corp. Finance Equity 0.59%
Sona BLW Precis. Auto Ancillaries Equity 0.57%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.54%
Arman Financial Finance Equity 0.52%
Inox India Packaging Equity 0.5%
Butterfly Gan Ap Consumer Durables Equity 0.46%
TCI Express Logistics Equity 0.44%
M M Forgings Castings, Forgings & Fastners Equity 0.43%
KPIT Technologi. IT - Software Equity 0.42%
Cera Sanitary. Ceramic Products Equity 0.39%
Persistent Sys IT - Software Equity 0.38%
Medi Assist Ser. Insurance Equity 0.32%
Go Fashion (I) Textiles Equity 0.26%
C.E. Info System IT - Software Equity 0.24%
Hind.Dorr-Oliver Engineering Equity 0%
Finance
11.9%
Industrial Products
9.89%
Banks
9.48%
Capital Markets
8.52%
Pharmaceuticals & Biotech
6.53%
Others
53.67%
View all Sectors
Sectors Asset
Finance 11.9%
Industrial Products 9.89%
Banks 9.48%
Capital Markets 8.52%
Pharmaceuticals & Biotech 6.53%
Consumer Durables 6.52%
IT-Software 6.44%
Debt 4.72%
Realty 3.47%
Leisure Services 3.46%
IT-Services 2.82%
Construction 2.54%
Auto Components 2.31%
Beverages 2.23%
Chemicals & Petrochemical 2.14%
Cement & Cement Products 2.13%
Healthcare Services 1.87%
Automobiles 1.78%
Electrical Equipments 1.62%
Commercial Services & Sup 1.38%
Gas 1.36%
Entertainment 1.24%
Textiles & Apparels 1.17%
Agricultural Food & other 0.92%
Personal Products 0.88%
Other Consumer Services 0.82%
Household Products 0.72%
Transport Services 0.44%
Insurance 0.32%
Retailing 0.26%
Cash & Others 0.12%
Equity
95.17%
Reverse Repos
4.72%
Net Curr Ass/Net Receivables
0.12%
Others
0%

Advance Ratio

4.68
Alpha
4.25
SD
0.76
Beta
1.66
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:
49,195 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 ₹244 as of 22 February 2024.

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. Finance - 11.9%
  2. Industrial Products - 9.89%
  3. Banks - 9.48%
  4. Capital Markets - 8.52%
  5. Pharmaceuticals & Biotech - 6.53%

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 19.2% 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 0.86 % as of 22 February 2024.

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

The AUM of Sundaram Small Cap Fund – Direct Growth is ₹49,195 Cr as of 22 February 2024

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. KSB - 2.96%
  2. Multi Comm. Exc. - 2.95%
  3. KEI Industries - 2.8%
  4. Can Fin Homes - 2.79%
  5. Chola Financial - 2.7%

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.
Invest Now