Sundaram Small Cap Fund Growth Return

  • 1M
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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,922 Cr

Lock In Period

N/A

Expense Ratio

1.99

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.

Benchmark

Nifty Smallcap 100

Sundaram Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.511.988.59
6M16.194.4831.15
1Y18.387.6643.07
3Y18.1520.53105.75

Portfolio Analysis

  • Equity: 94.80%
  • Debt: 5.19%
  • Others
As on: 2026-07-31
View allocation % by

1. DCB Bank Ltd2.11%
2. Axis Bank Ltd1.71%
3. Ujjivan Small Finance Bank Ltd1.68%
4. Equitas Small Finance Bank Limited1.38%
5. CSB Bank Ltd1.04%
6. Bandhan Bank Ltd1.02%

1. Cholamandalam Financial Holdings Ltd2.23%
2. Angel One Ltd1.60%
3. Prudent Corporate Advisory Services Ltd1.20%
4. OnEMI Technology Solutions LTD1.18%

1. Rate Gain Travel Technologies Ltd3.59%
2. R Systems International Ltd0.67%
3. Cyient Ltd0.65%
4. Birlasoft Ltd0.32%

1. Aster DM Healthcare Ltd3.52%
2. Kovai Medical Center & Hospital Ltd1.13%

1. Neuland Laboratories Ltd2.03%
2. Natco Pharma Ltd1.44%
3. Gland Pharma Ltd0.63%

1. PNB Housing Finance Ltd2.57%
2. Aavas Financiers Ltd1.50%

1. MTAR Technologies Ltd3.87%

1. Craftsman Automation Ltd2.45%
2. Ion Exchange (IndiLtd1.18%

1. Affle (IndiLtd2.88%
2. PVR INOX Ltd0.72%

1. S.J.S. Enterprises Ltd3.52%

1. Eternal Ltd (Previously Zomato Ltd)3.13%

1. Brigade Enterprises Ltd1.62%
2. Sobha Ltd0.63%

1. EID Parry India Ltd2.23%

1. Safari Industries (IndiLtd2.15%

1. Chalet Hotels Ltd1.39%
2. Westlife Foodworld Ltd0.69%

1. Amber Enterprises India Ltd1.31%
2. Orient Electric Ltd0.71%

1. Balrampur Chini Mills Ltd1.77%

1. Elecon Engineering Company Ltd1.15%
2. TD Power Systems Ltd0.59%

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

1. Interglobe Aviation Ltd1.61%

1. KSB LTD1.57%

1. Venus Pipes & Tubes Ltd1.37%

1. Sanofi Consumer Healthcare India Ltd1.36%

1. Info Edge (IndiLtd1.31%

1. Kalpataru Projects International Ltd1.30%

1. Larsen & Toubro Ltd1.20%

1. ZF Commercial Vehicle Control Systems I Ltd1.17%

1. Five-Star Business Finance Ltd1.17%

1. Senco Gold Ltd1.16%

1. Medi Assist Healthcare Services Ltd1.14%

1. Green Panel Industries Ltd1.14%

1. Ellenbarrie Industrial Gases Ltd1.02%
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About Fund Sundaram Small Cap Fund Growth

Sundaram Small Cap Fund Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹3,922 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 1.99. 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
Nippon India Small Cap Fund Growth578,956 CR1.41
Quant Small Cap Fund Growth134,068 CR1.77
Sundaram Small Cap Fund Growth33,922 CR1.99
ITI Small Cap Fund Growth43,454 CR2.19
Bandhan Small Cap Fund Growth531,103 CR1.75
Fund Name1Y3Y
This FundNippon India Small Cap Fund Growth12.022259.7394
This FundQuant Small Cap Fund Growth14.7863.6129
This FundSundaram Small Cap Fund Growth18.376864.9461
This FundITI Small Cap Fund Growth20.435394.7339
This FundBandhan Small Cap Fund Growth12.501197.7097

Sundaram Small Cap Fund Growth 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 1.99. 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 : 2.51%
  • 6 Months : 16.19%
  • 1 Year : 18.38%
  • 3 Years : 18.15%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 299.1687 as on Aug 17,2026. Since inception, the return has been 64.95%.

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 ₹3,922 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.