Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹40.70
▲0.9%1D
NAV as on 30 Jun 2025
18.24%/per year
Since Inception
▲▼
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Performance vs. Nifty Smallcap 250
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has outperformed the benchmark (Nifty Smallcap 250) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 92.8%
Debt & Cash 7.2%
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 92.8%
Debt & Cash 7.2%
Top 3 Sectors in May were Industrial, Financial Services & Consumer Cyclical
Financial Services
22%
Industrial
22%
Consumer Cyclical
20%
Industrial
21%
Financial Services
21%
Consumer Cyclical
20%
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Holdings Details
as on (31-May-25)
Equity
Debt & Cash
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.86% |
Benchmark | Nifty Smallcap 250 TR INR |
| AUM | ₹3311 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 48.52% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has ₹3311 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has given a CAGR return of 18.24% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.96%, 27.16% and 33.53% respectively.
Holdings
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Basic Materials, Corporate, Communication, Consumer Defensive, Tech, Real Estate, Government, Utilities. Its top holdings are Aster DM Healthcare Ltd Ordinary Shares, Safari Industries (India) Ltd, PNB Housing Finance Ltd, Affle 3i Ltd, KSB Ltd
Taxation
As it is a small-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal, since 1 November 2022
- AUM of the fund stands at 3.3K Cr as of May'25
- AUM increased by 252.3 Cr between May'25 and Apr'25
More funds from Sundaram
5Y CAGR
▲ 30.33
5Y CAGR
▲ 30.52
5Y CAGR
▲ 33.95
5Y CAGR
▲ 29.08
Frequently Asked Questions for Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal?
- Download the INDmoney app.
- Search for ‘Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.