Sundaram Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 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)

₹4,155 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(%)
1M-1.60-0.6712.01
6M28.434.5143.86
1Y12.584.5277.31
3Y15.9514.7799.01

Portfolio Analysis

  • Equity: 95.89%
  • Debt: 4.11%
  • Others
As on: 2026-08-31
View allocation % by

1. DCB Bank Ltd2.33%
2. Axis Bank Ltd1.95%
3. Ujjivan Small Finance Bank Ltd1.47%
4. Equitas Small Finance Bank Limited1.28%
5. CSB Bank Ltd1.03%
6. Bandhan Bank Ltd0.91%

1. Cholamandalam Financial Holdings Ltd2.04%
2. Angel One Ltd1.46%
3. Prudent Corporate Advisory Services Ltd1.26%
4. OnEMI Technology Solutions LTD1.08%

1. Rate Gain Travel Technologies Ltd3.46%
2. Cyient Ltd0.85%
3. R Systems International Ltd0.59%
4. Birlasoft Ltd0.29%

1. MTAR Technologies Ltd4.49%

1. Neuland Laboratories Ltd1.59%
2. Natco Pharma Ltd1.12%
3. Granules India Ltd1.00%
4. Gland Pharma Ltd0.69%

1. Aster DM Healthcare Ltd3.04%
2. Kovai Medical Center & Hospital Ltd1.10%

1. PNB Housing Finance Ltd2.65%
2. Aavas Financiers Ltd1.46%

1. Craftsman Automation Ltd2.63%
2. Ion Exchange (IndiLtd0.96%

1. S.J.S. Enterprises Ltd3.46%

1. Eternal Ltd (Previously Zomato Ltd)3.20%

1. Chalet Hotels Ltd1.46%
2. Westlife Foodworld Ltd0.73%
3. Sapphire Foods India Ltd0.57%

1. Affle (IndiLtd2.74%

1. Safari Industries (IndiLtd2.34%

1. Brigade Enterprises Ltd1.73%
2. Sobha Ltd0.54%

1. EID Parry India Ltd2.21%

1. Sanofi Consumer Healthcare India Ltd1.15%
2. Clean Science & Technology Ltd1.01%

1. Amber Enterprises India Ltd1.27%
2. Orient Electric Ltd0.69%

1. Interglobe Aviation Ltd1.84%

1. Elecon Engineering Company Ltd1.07%
2. TD Power Systems Ltd0.62%

1. Dhoot Transmission Ltd1.55%

1. Kalpataru Projects International Ltd1.50%

1. Adani Ports and Special Economic Zone Ltd1.50%

1. KSB LTD1.40%

1. Green Panel Industries Ltd1.37%

1. Info Edge (IndiLtd1.33%

1. Balrampur Chini Mills Ltd1.31%

1. Venus Pipes & Tubes Ltd1.28%

1. Ellenbarrie Industrial Gases Ltd1.18%

1. ZF Commercial Vehicle Control Systems I Ltd1.16%

1. Larsen & Toubro Ltd1.16%

1. Five-Star Business Finance Ltd1.11%
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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 ₹4,155 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
Aditya Birla Sun Life Small Cap Fund Growth16,226 CR2.01
PGIM India Small Cap Fund Growth11,793 CR2.38
Sundaram Small Cap Fund Growth34,155 CR1.99
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundAditya Birla Sun Life Small Cap Fund Growth16.858151.8989
This FundPGIM India Small Cap Fund Growth12.416754.281
This FundSundaram Small Cap Fund Growth12.581655.8768
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

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 : -1.60%
  • 6 Months : 28.43%
  • 1 Year : 12.58%
  • 3 Years : 15.95%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 294.6941 as on Sep 25,2026. Since inception, the return has been 55.88%.

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 ₹4,155 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.
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