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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,285 Cr

Lock In Period

N/A

Expense Ratio

1.94

Benchmark

Nifty Smallcap 100

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Summary

Latest details for Sundaram Small Cap Fund Growth include a ₹251.9200 NAV as of Feb 27,2026 and returns since inception of 74.41%. Minimum investments start at SIP ₹100. The Sundaram Small Cap Fund Growth AUM is ₹3,285 Cr, with a lock-in of N/A years, expense ratio of 1.94%, and benchmark Nifty Smallcap 100. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 4.38% returns, against a category average of 1.02% and a category best of 12.01%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.381.0212.01
6M0.423.4827.35
1Y17.507.8677.31
3Y20.3718.55128.37

Portfolio Analysis

  • Equity: 95.24%
  • Debt: 4.75%
  • Others
As on: 2026-01-31
View allocation % by

1. DCB Bank Ltd2.70%
2. Axis Bank Ltd2.28%
3. Ujjivan Small Finance Bank Ltd2.18%
4. Equitas Small Finance Bank Limited1.72%
5. CSB Bank Ltd1.60%

1. Rate Gain Travel Technologies Ltd2.67%
2. R Systems International Ltd1.16%
3. Cyient Ltd1.09%
4. Birlasoft Ltd0.52%

1. Craftsman Automation Ltd2.94%
2. Ion Exchange (IndiLtd1.19%
3. Tega Industries Ltd1.15%

1. Cholamandalam Financial Holdings Ltd1.99%
2. Angel One Ltd1.63%
3. Prudent Corporate Advisory Services Ltd1.04%

1. Neuland Laboratories Ltd1.81%
2. Natco Pharma Ltd1.54%
3. JB Chemicals & Pharmaceuticals Ltd0.85%

1. Aster DM Healthcare Ltd2.83%
2. Kovai Medical Center & Hospital Ltd1.24%

1. MTAR Technologies Ltd3.84%

1. PNB Housing Finance Ltd2.49%
2. Aavas Financiers Ltd1.03%

1. Affle (IndiLtd2.68%
2. PVR INOX Ltd0.74%

1. S.J.S. Enterprises Ltd2.93%

1. Chalet Hotels Ltd1.78%
2. Westlife Foodworld Ltd1.09%

1. EID Parry India Ltd2.77%

1. Safari Industries (IndiLtd2.67%

1. Sanofi Consumer Healthcare India Ltd1.50%
2. Neogen Chemicals Ltd1.17%

1. Brigade Enterprises Ltd1.35%
2. Sobha Ltd0.79%

1. Amber Enterprises India Ltd1.20%
2. Orient Electric Ltd0.88%

1. Zomato Ltd1.84%

1. Adani Ports and Special Economic Zone Ltd1.69%

1. Info Edge (IndiLtd1.56%

1. KSB LTD1.55%

1. Balrampur Chini Mills Ltd1.52%

1. Green Panel Industries Ltd1.49%

1. RHI Magnesita India Ltd1.47%

1. ZF Commercial Vehicle Control Systems I Ltd1.44%

1. Larsen & Toubro Ltd1.43%

1. Medi Assist Healthcare Services Ltd1.19%

1. Ceat Ltd1.18%

1. Kalpataru Projects International Ltd1.17%

1. Gujarat State Petronet Ltd1.15%

1. Deepak Nitrite Ltd1.14%

1. Senco Gold Ltd1.05%

1. Birla Corporation Ltd1.04%

1. Venus Pipes & Tubes Ltd1.01%

About Fund

Sundaram Small Cap Fund Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹3,285 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 1.94. Under the expert guidance of Rohit Seksaria ,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 FundQuant Small Cap Fund Growth427384.03 CR1.64
This FundBank of India Small Cap Fund Growth21829.19 CR2.02
This FundSundaram Small Cap Fund Growth23285.08 CR1.94
This FundBandhan Small Cap Fund Growth519266.54 CR1.63
Fund Name1Y3Y
This FundQuant Small Cap Fund Growth7.648671.7583
This FundBank of India Small Cap Fund Growth11.566772.0531
This FundSundaram Small Cap Fund Growth17.496774.4093
This FundBandhan Small Cap Fund Growth14.8409119.2392

FAQs

Sundaram Small Cap Fund 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 Growth is 1.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 4.38%
  • 6 Months : 0.42%
  • 1 Year : 17.50%
  • 3 Years : 20.37%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 251.9200 as on Feb 27,2026. Since inception, the return has been 74.41%.

You can invest in Sundaram Small Cap Fund 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 Growth is ₹3,285 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Small Cap Fund 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