• Home
  • Mutual Funds
  • Sundaram Small Cap Fund - Institutional Plan Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹1,928 Cr

Lock In Period

N/A

Expense Ratio

2.38

Benchmark

Nifty Smallcap 100

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Summary

Latest details for Sundaram Small Cap Fund - Institutional Plan Growth include a ₹165.7589 NAV as of Dec 31,2021 and returns since inception of 95.66%. Minimum investments start at SIP ₹0. The Sundaram Small Cap Fund - Institutional Plan Growth AUM is ₹1,928 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark Nifty Smallcap 100. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 4.61% returns, against a category average of -1.87% and a category best of 12.01%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.61-1.8712.01
6M19.09-0.2227.35
1Y61.982.6477.31
3Y25.078.97117.05

Portfolio Analysis

  • Equity: 98.06%
  • Debt: 1.94%
  • Others
As on: 2022-02-28
View allocation % by

1. Can Fin Homes Ltd3.15%
2. ICICI Bank Ltd2.06%
3. State Bank of India1.59%
4. Canara Bank1.42%
5. CSB Bank Ltd1.15%
6. Bajaj Finance Ltd1.12%
7. HDFC Bank Ltd1.07%
8. Cholamandalam Financial Holdings Ltd1.05%
9. UTI Asset Management Co Ltd1.00%
10. Axis Bank Ltd0.56%

1. KPIT Technologies Ltd3.60%
2. Cyient Ltd2.64%
3. Birlasoft Ltd1.96%
4. CE Info Systems Private Limited1.39%
5. Persistent Systems Ltd1.27%
6. Tata Elxsi Ltd0.57%
7. Ramco Systems Ltd0.28%

1. Carborundum Universal Ltd2.04%
2. Timken India Ltd1.72%
3. RHI Magnesita India Ltd1.68%
4. BEML Ltd1.19%
5. Orient Electric Ltd0.90%
6. Solar Industries India Ltd0.42%

1. MM Forgings Ltd1.60%
2. Ashok Leyland Ltd1.38%
3. Sona BLW Precision Forgings Ltd1.08%
4. Subros Ltd1.00%
5. Tata Motors Ltd - DVR0.96%
6. Force Motors Ltd0.84%

1. Amrutanjan Health Care Ltd2.18%
2. JB Chemicals & Pharmaceuticals Ltd1.68%
3. Gland Pharma Ltd1.05%
4. Procter & Gamble Health Ltd0.95%
5. Suven Pharmaceuticals Ltd0.93%

1. Navin Fluorine International Ltd2.29%
2. Neogen Chemicals Ltd2.11%
3. Anupam Rasayan India Ltd0.79%
4. Galaxy Surfactants Ltd0.58%

1. KSB Ltd2.12%
2. Amber Enterprises India Ltd1.72%
3. Kajaria Ceramics Ltd0.94%
4. Cera Sanitaryware Ltd0.47%
5. Johnson Controls-Hitachi AirConditioning India Ltd0.16%
6. Somany Ceramics Ltd0.09%

1. Multi Commodity Exchange of India Ltd2.52%
2. Indian Energy Exchange Ltd1.55%

1. Brigade Enterprises Ltd1.32%
2. KNR Construction Ltd0.89%
3. PNC Infratech Ltd0.83%
4. Transport Corporation of India Ltd0.47%
5. Capacite Infraprojects Ltd0.19%

1. Himatsingka Seide Ltd1.03%
2. K.P.R. Mill Ltd0.99%
3. Metro Brands Ltd0.85%

1. Green Panel Industries Ltd1.49%
2. Century Plyboards (IndiLtd1.22%

1. JK Cement Ltd1.39%
2. Birla Corporation Ltd1.32%

1. Affle (IndiLtd1.54%
2. PVR Ltd0.74%
3. Nazara Technologies Ltd0.33%

1. Westlife Development Ltd1.97%
2. Heritage Foods Ltd0.51%

1. Dixon Technologies (IndiLtd1.84%

1. Balrampur Chini Mills Ltd1.38%
2. EID Parry India Ltd0.45%

1. KEI Industries Ltd1.46%

1. Safari Industries (IndiLtd0.87%
2. VIP Industries Ltd0.44%

1. Chambal Fertilizers & Chemicals Ltd1.19%

1. KEC International Ltd1.13%

About Fund

Sundaram Small Cap Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹1,928 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 2.38. Under the expert guidance of Ravi Gopalakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundITI Small Cap Fund Growth42712.5 CR1.86
This FundHSBC Small Cap Equity Fund - OLD Growth2300.29 CR2.5
This FundSundaram Small Cap Fund - Institutional Plan Growth01928.28 CR2.38
This FundBandhan Small Cap Fund Growth520474.12 CR1.62
Fund Name1Y3Y
This FundITI Small Cap Fund Growth-0.345278.6844
This FundHSBC Small Cap Equity Fund - OLD Growth-9.696390.5929
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559
This FundBandhan Small Cap Fund Growth2.7508108.4268

FAQs

Sundaram Small Cap Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Small Cap Fund - Institutional Plan Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Small Cap Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 4.61%
  • 6 Months : 19.09%
  • 1 Year : 61.98%
  • 3 Years : 25.07%
Returns of Sundaram Small Cap Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 165.7589 as on Dec 31,2021. Since inception, the return has been 95.66%.

You can invest in Sundaram Small Cap Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Small Cap Fund - Institutional Plan Growth is ₹1,928 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Small Cap Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500