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18076
Sundaram Small Cap Fund (G)
18.32
17.04
17.60
1.20
4.19
9.50
18.08
17.14
7
2.25
17.6
Sundaram Small Cap Fund (G)
2.38
18.91
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    301.19

    21 Aug 2026

  • 0.14%

     1 Day

  • 18.32%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 250

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.99%

    Expense Ratio

  • 3

     Rating

  • 3,922 Cr

    Fund Size

  • 21 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 21 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 17.04%
  • 18.32%
  • 17.60%
  • 17.14

Scheme Allocation

By Holding By Sector By Asset
3.87%
3.80%
3.59%
3.52%
3.52%
81.70%
View All

Advance Ratio

  • 1.06Alpha
  • 5.62SD
  • 0.86Beta
  • 0.62Sharpe

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  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Low Low to
moderate Moderate Moderately
High High Very
High

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

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