Sundaram Small Cap Fund Growth Return
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- 6M
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- 5Y
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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)
₹3,563 Cr
Lock In Period
N/A
Expense Ratio
1.91
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
Summary
Sundaram Small Cap Fund Growth NAV is ₹276.1489 as of 30 May, 2026. Sundaram Small Cap Fund Growth has delivered 73.67% returns since its launch. The minimum SIP investment amount in Sundaram Small Cap Fund Growth is ₹100. The AUM of Sundaram Small Cap Fund Growth is ₹3,563 Cr. The expense ratio of the fund is 1.91%, and its benchmark is Nifty Smallcap 100. The current exit load of the fund 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 last 1M months, Sundaram Small Cap Fund Growth has delivered 4.07% returns.
Sundaram Small Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.07 | 1.46 | 8.59 |
| 6M | 5.71 | 2.37 | 27.35 |
| 1Y | 11.24 | 6.20 | 43.07 |
| 3Y | 20.20 | 17.62 | 125.70 |
Portfolio Analysis
- Equity: 94.92%
- Debt: 5.09%
- Others
As on: 2026-04-30
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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 ₹3,563 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 1.91. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Small Cap Fund Growth | 1 | 660.05 CR | 2.81 |
| DSP Small Cap Fund Growth | 4 | 17905.82 CR | 1.67 |
| Sundaram Small Cap Fund Growth | 3 | 3562.91 CR | 1.91 |
| ITI Small Cap Fund Growth | 4 | 2936.51 CR | 1.95 |
| Bandhan Small Cap Fund Growth | 5 | 25345.79 CR | 2 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Small Cap Fund Growth | 7.9719 | 65.8164 |
| This FundDSP Small Cap Fund Growth | 9.4394 | 72.3908 |
| This FundSundaram Small Cap Fund Growth | 11.2396 | 73.6666 |
| This FundITI Small Cap Fund Growth | 9.5081 | 95.5797 |
| This FundBandhan Small Cap Fund Growth | 7.4821 | 116.7684 |
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 1.91. 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 : 4.07%
- 6 Months : 5.71%
- 1 Year : 11.24%
- 3 Years : 20.20%
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 ₹3,563 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.
