2363
18076
Sundaram Small Cap Fund Growth
19.95
9.92
19.04
-2.58
5.55
6.39
2.60
16.82
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.39
19.04
Sundaram Small Cap Fund (G)
2.39
19.04
1.19
3.5
5 Years
Sundaram Small Cap Fund Growth
-
NAV
272.51
15 May 2026
-
-0.53%
1 Day
-
19.95%
3Y CAGR returns
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-
₹ 250
Min SIP -
₹ 100
Min Lumpsum -
1.91%
Expense Ratio -
3,563 Cr
Fund Size -
21 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 15 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 9.92%
- 19.95%
- 19.04%
- 16.82
- -0.33Alpha
- 4.97SD
- 0.80Beta
- 0.54Sharpe
- 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- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
- Fund Name
-
- Equity
- Small Cap Fund
- Fund Size (Cr.) - ₹ 72,673
-
- Equity
- Small Cap Fund
- Fund Size (Cr.) - ₹ 3,563
-
- Equity
- Small Cap Fund
- Fund Size (Cr.) - ₹ 30,374
-
- Equity
- Small Cap Fund
- Fund Size (Cr.) - ₹ 17,906
18076
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,378
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 990
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,563
-
- Other
- FoFs Overseas
- AUM - ₹ 162
-
- Equity
- ELSS
- AUM - ₹ 23
-
- Equity
- ELSS
- AUM - ₹ 34
- 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
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 14.91%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
Sundaram Small Cap Fund Growth has delivered 16.85% since inception
The NAV of Sundaram Small Cap Fund Growth is ₹273.953 as of 15 May 2026
The expense ratio of Sundaram Small Cap Fund Growth is 1.91 % as of 15 May 2026
The AUM of Sundaram Small Cap Fund Growth 3562.91 CR as of 15 May 2026
The minimum SIP amount of Sundaram Small Cap Fund Growth is 250
The top stock holdings of Sundaram Small Cap Fund Growth are
- MTAR Technologie - 5.25%
- TREPS - 4.07%
- Aster DM Health. - 3.31%
- SJS Enterprises - 2.93%
- PNB Housing - 2.81%
The top sectors Sundaram Small Cap Fund Growth has invested in are
- - 0%