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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,983 Cr

Lock In Period

N/A

Expense Ratio

1.97

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 ₹268.5880 NAV as of Apr 30,2026 and returns since inception of 74.41%. Minimum investments start at SIP ₹100. The Sundaram Small Cap Fund Growth AUM is ₹2,983 Cr, with a lock-in of N/A years, expense ratio of 1.97%, 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 15.87% returns, against a category average of 2.38% and a category best of 18.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M15.872.3818.41
6M0.351.5427.35
1Y13.465.6477.31
3Y20.3717.03132.91

Portfolio Analysis

  • Equity: 95.75%
  • Debt: 4.25%
  • Others
As on: 2026-03-31
View allocation % by

1. DCB Bank Ltd2.36%
2. Axis Bank Ltd2.13%
3. Ujjivan Small Finance Bank Ltd1.80%
4. CSB Bank Ltd1.42%
5. Equitas Small Finance Bank Limited1.40%
6. Bandhan Bank Ltd0.24%

1. Aster DM Healthcare Ltd3.78%
2. Kovai Medical Center & Hospital Ltd1.27%

1. Natco Pharma Ltd1.97%
2. Neuland Laboratories Ltd1.81%
3. JB Chemicals & Pharmaceuticals Ltd0.72%
4. Gland Pharma Ltd0.42%

1. Craftsman Automation Ltd2.49%
2. Tega Industries Ltd1.23%
3. Ion Exchange (IndiLtd1.18%

1. Cholamandalam Financial Holdings Ltd1.96%
2. Angel One Ltd1.61%
3. Prudent Corporate Advisory Services Ltd1.04%

1. Rate Gain Travel Technologies Ltd2.25%
2. Cyient Ltd0.79%
3. R Systems International Ltd0.79%
4. Birlasoft Ltd0.46%

1. PNB Housing Finance Ltd2.51%
2. Aavas Financiers Ltd1.57%

1. MTAR Technologies Ltd4.06%

1. Affle (IndiLtd2.89%
2. PVR INOX Ltd0.77%

1. S.J.S. Enterprises Ltd3.00%

1. Sanofi Consumer Healthcare India Ltd1.67%
2. Neogen Chemicals Ltd1.18%

1. EID Parry India Ltd2.72%

1. Chalet Hotels Ltd1.58%
2. Westlife Foodworld Ltd1.11%

1. Zomato Ltd2.55%

1. Amber Enterprises India Ltd1.52%
2. Orient Electric Ltd0.84%

1. Safari Industries (IndiLtd2.21%

1. Brigade Enterprises Ltd1.38%
2. Sobha Ltd0.72%

1. Balrampur Chini Mills Ltd1.97%

1. KSB LTD1.92%

1. Elecon Engineering Company Ltd1.15%
2. TD Power Systems Ltd0.66%

1. Adani Ports and Special Economic Zone Ltd1.72%

1. ZF Commercial Vehicle Control Systems I Ltd1.46%

1. Larsen & Toubro Ltd1.40%

1. Info Edge (IndiLtd1.33%

1. Green Panel Industries Ltd1.28%

1. RHI Magnesita India Ltd1.23%

1. Kalpataru Projects International Ltd1.20%

1. Ceat Ltd1.12%

1. Senco Gold Ltd1.05%

1. Birla Corporation Ltd1.01%

About Fund

Sundaram Small Cap Fund Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹2,983 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 1.97. 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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Small Cap Fund Growth14449.15 CR1.91
This FundQuant Small Cap Fund Growth125820.99 CR1.66
This FundSundaram Small Cap Fund Growth32982.57 CR1.97
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundAditya Birla Sun Life Small Cap Fund Growth13.791670.9172
This FundQuant Small Cap Fund Growth7.108773.5479
This FundSundaram Small Cap Fund Growth13.462374.4052
This FundBandhan Small Cap Fund Growth12.762123.6931

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 1.97. 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 : 15.87%
  • 6 Months : 0.35%
  • 1 Year : 13.46%
  • 3 Years : 20.37%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 268.5880 as on Apr 30,2026. 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 ₹2,983 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