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Sundaram Small Cap Fund
Get the latest NAV of Sundaram Small Cap Fund. 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.
₹276.47
1D
NAV as on 02 Feb 2026
17.25%/per year
Since Inception
▲▼
2605 people have invested ₹ 65.2L in Sundaram Small Cap Fund in the last three months
Sundaram Small Cap Fund Performance vs. Nifty Smallcap 250
Fund returns vs Benchmark returns vs Category Average returns as on (02-Feb-26)
The fund has outperformed the benchmark (Nifty Smallcap 250) over 3Y, but underperformed over 1Y.
INDmoney Rank
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IND ranking is not available for this fund.
Sundaram Small Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Small Cap Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
Sundaram Small Cap Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Consumer Cyclical, Financial Services & Industrial
Consumer Cyclical
22%
Financial Services
20%
Industrial
20%
Consumer Cyclical
21%
Financial Services
20%
Industrial
20%
Sundaram Small Cap Fund Holdings Details
as on (31-Jan-26)
Sundaram Small Cap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.82% |
Benchmark | Nifty Smallcap 250 TR INR |
| AUM | ₹3401 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 82.29% |
| Risk |   Very High Risk |
About Sundaram Small Cap Fund
Sundaram Small Cap Fund 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 has ₹3401 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Small Cap Fund has given a CAGR return of 17.25% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.26%, 20.32% and 22.10% respectively.
Holdings
Sundaram Small Cap Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Industrial, Corporate, Health, Basic Materials, Communication, Tech, Government, Consumer Defensive, Real Estate, Utilities. Its top holdings are Craftsman Automation Ltd, MTAR Technologies Ltd, Aster DM Healthcare Ltd Ordinary Shares, Affle 3i Ltd, Rategain Travel Technologies 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
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 100.00 and for SIP is INR 100.00. Sundaram Small Cap Fund has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Small Cap Fund, since 1 November 2022
- AUM of the fund stands at 3.4K Cr as of Dec'25
- AUM decreased by 49.8 Cr between Dec'25 and Nov'25
Compare Sundaram Small Cap Fund
Sundaram Small Cap Fund
VS
Nippon India Small Cap Fund
Frequently Asked Questions for Sundaram Small Cap Fund
How do I invest in Sundaram Small Cap Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Small Cap Fund’.
- 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.