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Sundaram Small Cap Fund Growth Return

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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 ₹273.0076 as of 22 May, 2026. Sundaram Small Cap Fund Growth has delivered 71.46% 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 3.23% returns.

Sundaram Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.23-0.3912.01
6M2.341.4027.35
1Y8.454.7177.31
3Y19.6913.83123.98

Portfolio Analysis

  • Equity: 94.92%
  • Debt: 5.09%
  • Others
As on: 2026-04-30
View allocation % by

1. DCB Bank Ltd2.33%
2. Axis Bank Ltd1.95%
3. Ujjivan Small Finance Bank Ltd1.69%
4. Equitas Small Finance Bank Limited1.51%
5. CSB Bank Ltd1.33%
6. Bandhan Bank Ltd0.39%

1. Cholamandalam Financial Holdings Ltd1.87%
2. Angel One Ltd1.83%
3. Prudent Corporate Advisory Services Ltd1.13%
4. OnEMI Technology Solutions LTD0.56%

1. MTAR Technologies Ltd5.25%

1. Neuland Laboratories Ltd1.89%
2. Natco Pharma Ltd1.76%
3. JB Chemicals & Pharmaceuticals Ltd0.60%
4. Gland Pharma Ltd0.49%

1. Craftsman Automation Ltd2.30%
2. Ion Exchange (IndiLtd1.22%
3. Tega Industries Ltd1.04%

1. Rate Gain Travel Technologies Ltd2.60%
2. Cyient Ltd0.77%
3. R Systems International Ltd0.74%
4. Birlasoft Ltd0.43%

1. Aster DM Healthcare Ltd3.31%
2. Kovai Medical Center & Hospital Ltd1.20%

1. PNB Housing Finance Ltd2.81%
2. Aavas Financiers Ltd1.68%

1. Affle (IndiLtd2.37%
2. PVR INOX Ltd0.75%

1. S.J.S. Enterprises Ltd2.93%

1. Sanofi Consumer Healthcare India Ltd1.55%
2. Neogen Chemicals Ltd1.38%

1. EID Parry India Ltd2.48%

1. Zomato Ltd2.40%

1. Amber Enterprises India Ltd1.56%
2. Orient Electric Ltd0.83%

1. Chalet Hotels Ltd1.42%
2. Westlife Foodworld Ltd0.88%

1. Brigade Enterprises Ltd1.40%
2. Sobha Ltd0.72%

1. KSB LTD1.97%

1. Elecon Engineering Company Ltd1.53%
2. TD Power Systems Ltd0.37%

1. Safari Industries (IndiLtd1.83%

1. Adani Ports and Special Economic Zone Ltd1.81%

1. Balrampur Chini Mills Ltd1.73%

1. Green Panel Industries Ltd1.49%

1. Larsen & Toubro Ltd1.34%

1. ZF Commercial Vehicle Control Systems I Ltd1.30%

1. Venus Pipes & Tubes Ltd1.25%

1. Kalpataru Projects International Ltd1.18%

1. Gujarat State Petronet Ltd1.15%

1. Info Edge (IndiLtd1.12%

1. RHI Magnesita India Ltd1.12%

1. Deepak Nitrite Ltd1.11%

1. Shivalik Bimetal Controls Ltd1.04%

1. Electronics Mart India Ltd1.02%

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 NameRatingsAUMExpense Ratio
Edelweiss Small Cap Fund Growth45952.01 CR2.13
DSP Small Cap Fund Growth417905.82 CR1.67
Sundaram Small Cap Fund Growth33562.91 CR1.91
Bandhan Small Cap Fund Growth525345.79 CR2
Fund Name1Y3Y
This FundEdelweiss Small Cap Fund Growth5.287565.7439
This FundDSP Small Cap Fund Growth8.47470.5697
This FundSundaram Small Cap Fund Growth8.447271.4608
This FundBandhan Small Cap Fund Growth6.5295115.1493

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 : 3.23%
  • 6 Months : 2.34%
  • 1 Year : 8.45%
  • 3 Years : 19.69%
Returns of Sundaram Small Cap Fund Growth are updated daily based on NAV of ₹ 273.0076 as on May 20,2026. Since inception, the return has been 71.46%.

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.