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Sundaram Small Cap Fund Growth Return

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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)

₹3,681 Cr

Lock In Period

N/A

Expense Ratio

1.95

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(%)
1M5.431.1812.01
6M10.222.0827.35
1Y10.644.8977.31
3Y18.7715.47113.07

Portfolio Analysis

  • Equity: 94.20%
  • Debt: 5.80%
  • Others
As on: 2026-05-31
View allocation % by

1. DCB Bank Ltd2.12%
2. Axis Bank Ltd1.91%
3. Ujjivan Small Finance Bank Ltd1.57%
4. Equitas Small Finance Bank Limited1.54%
5. CSB Bank Ltd1.19%
6. Bandhan Bank Ltd0.40%

1. Angel One Ltd1.93%
2. Cholamandalam Financial Holdings Ltd1.84%
3. OnEMI Technology Solutions LTD1.08%
4. Prudent Corporate Advisory Services Ltd1.05%

1. MTAR Technologies Ltd5.67%

1. Rate Gain Travel Technologies Ltd3.11%
2. Cyient Ltd0.78%
3. R Systems International Ltd0.73%
4. Birlasoft Ltd0.36%

1. Neuland Laboratories Ltd2.08%
2. Natco Pharma Ltd1.58%
3. Gland Pharma Ltd0.61%
4. JB Chemicals & Pharmaceuticals Ltd0.61%

1. Aster DM Healthcare Ltd3.33%
2. Kovai Medical Center & Hospital Ltd1.10%

1. Craftsman Automation Ltd2.60%
2. Ion Exchange (IndiLtd1.08%
3. Tega Industries Ltd0.66%

1. PNB Housing Finance Ltd2.68%
2. Aavas Financiers Ltd1.58%

1. S.J.S. Enterprises Ltd3.30%

1. Affle (IndiLtd2.41%
2. PVR INOX Ltd0.66%

1. Sanofi Consumer Healthcare India Ltd1.44%
2. Neogen Chemicals Ltd1.25%

1. Zomato Ltd2.46%

1. Amber Enterprises India Ltd1.43%
2. Orient Electric Ltd0.82%

1. Chalet Hotels Ltd1.43%
2. Westlife Foodworld Ltd0.80%

1. EID Parry India Ltd2.15%

1. Safari Industries (IndiLtd2.04%

1. Adani Ports and Special Economic Zone Ltd1.91%

1. Brigade Enterprises Ltd1.12%
2. Sobha Ltd0.69%

1. Elecon Engineering Company Ltd1.49%
2. TD Power Systems Ltd0.30%

1. Balrampur Chini Mills Ltd1.66%

1. KSB LTD1.54%

1. Larsen & Toubro Ltd1.32%

1. ZF Commercial Vehicle Control Systems I Ltd1.26%

1. Venus Pipes & Tubes Ltd1.23%

1. Gujarat Gas Co Ltd1.20%

1. Kalpataru Projects International Ltd1.19%

1. Green Panel Industries Ltd1.17%

1. Info Edge (IndiLtd1.11%

1. RHI Magnesita India Ltd1.09%

1. Senco Gold Ltd1.06%

1. Deepak Nitrite Ltd1.04%

1. Medi Assist Healthcare Services Ltd1.01%

1. Shivalik Bimetal Controls Ltd1.01%

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 ₹3,681 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 1.95. 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
DSP Small Cap Fund Growth418358.18 CR1.7
Union Small Cap Fund Growth32094.49 CR2.22
Sundaram Small Cap Fund Growth33680.99 CR1.95
Bandhan Small Cap Fund Growth527219.13 CR1.8
Fund Name1Y3Y
This FundDSP Small Cap Fund Growth8.703366.2901
This FundUnion Small Cap Fund Growth14.875967.1602
This FundSundaram Small Cap Fund Growth10.64167.5289
This FundBandhan Small Cap Fund Growth6.2638104.698

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 1.95. 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 : 5.43%
  • 6 Months : 10.22%
  • 1 Year : 10.64%
  • 3 Years : 18.77%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 285.1067 as on Jul 08,2026. Since inception, the return has been 67.53%.

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 ₹3,681 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.