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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,306 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 ₹232.2638 NAV as of Mar 20,2026 and returns since inception of 60.75%. Minimum investments start at SIP ₹100. The Sundaram Small Cap Fund Growth AUM is ₹3,306 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 -9.08% returns, against a category average of -1.78% and a category best of 12.01%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.08-1.7812.01
6M-12.180.3727.35
1Y5.515.0177.31
3Y17.1416.17115.83

Portfolio Analysis

  • Equity: 93.77%
  • Debt: 6.23%
  • Others
As on: 2026-02-28
View allocation % by

1. DCB Bank Ltd2.49%
2. Axis Bank Ltd2.29%
3. Ujjivan Small Finance Bank Ltd1.86%
4. Equitas Small Finance Bank Limited1.57%
5. CSB Bank Ltd1.44%

1. Craftsman Automation Ltd2.43%
2. Tega Industries Ltd1.22%
3. Ion Exchange (IndiLtd1.21%

1. Rate Gain Travel Technologies Ltd2.40%
2. R Systems International Ltd0.88%
3. Cyient Ltd0.87%
4. Birlasoft Ltd0.48%

1. Aster DM Healthcare Ltd3.33%
2. Kovai Medical Center & Hospital Ltd1.20%

1. Natco Pharma Ltd1.80%
2. Neuland Laboratories Ltd1.74%
3. JB Chemicals & Pharmaceuticals Ltd0.93%

1. Cholamandalam Financial Holdings Ltd1.96%
2. Angel One Ltd1.49%
3. Prudent Corporate Advisory Services Ltd1.01%

1. MTAR Technologies Ltd4.06%

1. PNB Housing Finance Ltd2.48%
2. Aavas Financiers Ltd1.40%

1. Affle (IndiLtd2.37%
2. PVR INOX Ltd0.78%

1. S.J.S. Enterprises Ltd3.07%

1. Sanofi Consumer Healthcare India Ltd1.57%
2. Neogen Chemicals Ltd1.40%

1. Chalet Hotels Ltd1.64%
2. Westlife Foodworld Ltd1.08%

1. EID Parry India Ltd2.63%

1. Amber Enterprises India Ltd1.67%
2. Orient Electric Ltd0.90%

1. Safari Industries (IndiLtd2.45%

1. Zomato Ltd2.12%

1. Brigade Enterprises Ltd1.33%
2. Sobha Ltd0.76%

1. Adani Ports and Special Economic Zone Ltd1.80%

1. Balrampur Chini Mills Ltd1.69%

1. KSB LTD1.67%

1. Larsen & Toubro Ltd1.54%

1. ZF Commercial Vehicle Control Systems I Ltd1.45%

1. RHI Magnesita India Ltd1.42%

1. Green Panel Industries Ltd1.33%

1. Info Edge (IndiLtd1.28%

1. Kalpataru Projects International Ltd1.26%

1. Gujarat State Petronet Ltd1.14%

1. Ceat Ltd1.10%

1. Medi Assist Healthcare Services Ltd1.10%

1. Deepak Nitrite Ltd1.09%

1. Senco Gold Ltd1.08%

1. Venus Pipes & Tubes Ltd1.08%

About Fund

Sundaram Small Cap Fund Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹3,306 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 FundFranklin India Small Cap Fund Growth412934.43 CR1.76
This FundAditya Birla Sun Life Small Cap Fund Growth14882.12 CR1.9
This FundSundaram Small Cap Fund Growth23306.19 CR1.94
This FundBandhan Small Cap Fund Growth520474.12 CR1.62
Fund Name1Y3Y
This FundFranklin India Small Cap Fund Growth0.180856.6685
This FundAditya Birla Sun Life Small Cap Fund Growth6.120258.304
This FundSundaram Small Cap Fund Growth5.510560.7482
This FundBandhan Small Cap Fund Growth4.5173107.2251

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 : -9.08%
  • 6 Months : -12.18%
  • 1 Year : 5.51%
  • 3 Years : 17.14%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 232.2638 as on Mar 20,2026. Since inception, the return has been 60.75%.

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 ₹3,306 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