Sundaram Small Cap Fund - Institutional Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Small Cap Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹10000000

AUM (Fund size)

₹1,928 Cr

Lock In Period

N/A

Expense Ratio

2.38

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Benchmark

Nifty Smallcap 100

Sundaram Small Cap Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.61-0.1112.01
6M19.092.3032.95
1Y61.985.1977.31
3Y25.0713.33105.81

Portfolio Analysis

  • Equity: 98.06%
  • Debt: 1.94%
  • Others
As on: 2022-02-28
View allocation % by

1. Can Fin Homes Ltd3.15%
2. ICICI Bank Ltd2.06%
3. State Bank of India1.59%
4. Canara Bank1.42%
5. CSB Bank Ltd1.15%
6. Bajaj Finance Ltd1.12%
7. HDFC Bank Ltd1.07%
8. Cholamandalam Financial Holdings Ltd1.05%
9. UTI Asset Management Co Ltd1.00%
10. Axis Bank Ltd0.56%

1. KPIT Technologies Ltd3.60%
2. Cyient Ltd2.64%
3. Birlasoft Ltd1.96%
4. CE Info Systems Private Limited1.39%
5. Persistent Systems Ltd1.27%
6. Tata Elxsi Ltd0.57%
7. Ramco Systems Ltd0.28%

1. Carborundum Universal Ltd2.04%
2. Timken India Ltd1.72%
3. RHI Magnesita India Ltd1.68%
4. BEML Ltd1.19%
5. Orient Electric Ltd0.90%
6. Solar Industries India Ltd0.42%

1. MM Forgings Ltd1.60%
2. Ashok Leyland Ltd1.38%
3. Sona BLW Precision Forgings Ltd1.08%
4. Subros Ltd1.00%
5. Tata Motors Ltd - DVR0.96%
6. Force Motors Ltd0.84%

1. Amrutanjan Health Care Ltd2.18%
2. JB Chemicals & Pharmaceuticals Ltd1.68%
3. Gland Pharma Ltd1.05%
4. Procter & Gamble Health Ltd0.95%
5. Suven Pharmaceuticals Ltd0.93%

1. Navin Fluorine International Ltd2.29%
2. Neogen Chemicals Ltd2.11%
3. Anupam Rasayan India Ltd0.79%
4. Galaxy Surfactants Ltd0.58%

1. KSB Ltd2.12%
2. Amber Enterprises India Ltd1.72%
3. Kajaria Ceramics Ltd0.94%
4. Cera Sanitaryware Ltd0.47%
5. Johnson Controls-Hitachi AirConditioning India Ltd0.16%
6. Somany Ceramics Ltd0.09%

1. Multi Commodity Exchange of India Ltd2.52%
2. Indian Energy Exchange Ltd1.55%

1. Brigade Enterprises Ltd1.32%
2. KNR Construction Ltd0.89%
3. PNC Infratech Ltd0.83%
4. Transport Corporation of India Ltd0.47%
5. Capacite Infraprojects Ltd0.19%

1. Himatsingka Seide Ltd1.03%
2. K.P.R. Mill Ltd0.99%
3. Metro Brands Ltd0.85%

1. Green Panel Industries Ltd1.49%
2. Century Plyboards (IndiLtd1.22%

1. JK Cement Ltd1.39%
2. Birla Corporation Ltd1.32%

1. Affle (IndiLtd1.54%
2. PVR Ltd0.74%
3. Nazara Technologies Ltd0.33%

1. Westlife Development Ltd1.97%
2. Heritage Foods Ltd0.51%

1. Dixon Technologies (IndiLtd1.84%

1. Balrampur Chini Mills Ltd1.38%
2. EID Parry India Ltd0.45%

1. KEI Industries Ltd1.46%

1. Safari Industries (IndiLtd0.87%
2. VIP Industries Ltd0.44%

1. Chambal Fertilizers & Chemicals Ltd1.19%

1. KEC International Ltd1.13%
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About Fund Sundaram Small Cap Fund - Institutional Plan Growth

Sundaram Small Cap Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Small-capscheme with Assets Under Management of ₹1,928 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 while maintaining an expense ratio of 2.38. Under the expert guidance of Ravi Gopalakrishnan ,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

Ravi Gopalakrishnan

Mr. Ravi holds MBA (Finance), MS (Finance). He has over 20 years experience. Executive Director & CIO - Equities with Pramerica Asset Managers Private Limited (September 2009 to August 2012). Portfolio Advisor with Hudson Fairfax Group, USA (March 2006 to January 2009). Head - Portfolio Management Services with Principal PNB Asset Management Company Private Limited (May 2005 to March 2006). Fund Manager - Equities with Sun F & C asset management Ltd. (April 2000 to May 2004).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India Smallcap Fund Growth414,474 CR1.86
HSBC Small Cap Equity Fund - OLD Growth2300 CR2.5
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Bandhan Small Cap Fund Growth531,103 CR1.75
Fund Name1Y3Y
This FundInvesco India Smallcap Fund Growth14.393888.3268
This FundHSBC Small Cap Equity Fund - OLD Growth-9.696390.5929
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559
This FundBandhan Small Cap Fund Growth11.02597.5303

Sundaram Small Cap Fund - Institutional Plan Growth FAQs

Sundaram Small Cap Fund - Institutional Plan 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 - Institutional Plan Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Small Cap Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 4.61%
  • 6 Months : 19.09%
  • 1 Year : 61.98%
  • 3 Years : 25.07%
Returns of Sundaram Small Cap Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 165.7589 as on Dec 31,2021. Since inception, the return has been 95.66%.

You can invest in Sundaram Small Cap Fund - Institutional Plan 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 - Institutional Plan Growth is ₹1,928 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Small Cap Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.