Sundaram Small Cap Fund

Sundaram Small Cap Fund

Equity

Sundaram Mutual Fund

Small-Cap

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.

₹318.69

▼-0.5%1D

NAV as on 25 Jun 2026

17.94%/per year

Since Inception

Absolute Gain%

▲▼

2506 people have invested ₹ 2.2Cr 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 (25-Jun-26)

The fund has consistently outperformed the benchmark (Nifty Smallcap 250) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
2.47%
21.64%
10.59%
11.57%
20.46%
18.9%
Nifty Smallcap 250
4.09%
18.53%
6.56%
1.17%
19.34%
16.18%
Small-Cap Avg
4.15%
18.67%
8.17%
6.54%
18.42%
17.72%
Best in Small-Cap
8.64%
29.51%
21.61%
24.1%
29.08%
21.93%
Worst in Small-Cap
0.34%
10.73%
0.03%
-5.37%
13.31%
14.96%
Category Rank
18/20
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Sundaram Small Cap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

9
/22
56% Performance
52% Risk Management
55% Cost

Ranked 9 out of 22 mutual funds in the small-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Small Cap Fund
9/22
3,681Cr
0.85%
11.57%
20.46%
1.93
0.85
0.74
1.24
0.05
Bandhan Small Cap Fund
1/22
27,219Cr
0.33%
7.06%
29.63%
9.06
0.91
1.08
1.97
2.01
Invesco India Smallcap Fund
2/22
11,717Cr
0.39%
10.96%
25.48%
5.01
0.83
0.89
1.40
0.53
Nippon India Small Cap Fund
3/22
74,604Cr
0.54%
6.29%
19.75%
1.31
0.86
0.72
1.19
-0.05
See all
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: No bad points found for this fund.
No bad points found for this fund.

Sundaram Small Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Small Cap Fund Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

Small cap
81.7%
Large cap
7.6%
Mid cap
3.8%
Mid Cap allocation has gone down from 3.8% to 3.8%
Mid Cap allocation has gone down from 3.8% to 3.8%
Large Cap allocation has gone up from 7.5% to 7.6%
Large Cap allocation has gone up from 7.5% to 7.6%
Small Cap allocation has gone down from 83% to 81.7%
Small Cap allocation has gone down from 83% to 81.7%
Cash allocation has gone down from 5% to 5%
Cash allocation has gone down from 5% to 5%
Debt allocation has gone up from 0.1% to 0.9%
Debt allocation has gone up from 0.1% to 0.9%

Sundaram Small Cap Fund Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Consumer Cyclical
21.4%
Financial Services
20.4%
Industrial
19.9%
Health
12.6%
Basic Materials
9.2%
Communication
5.4%
Tech
4.8%
Consumer Defensive
2.7%
Real Estate
2.4%
Utilities
1.1%

Top 3 Sectors in May were Industrial, Financial Services & Consumer Cyclical

May'26

Consumer Cyclical

21%

Financial Services

21%

Industrial

21%

Apr'26

Industrial

22%

Financial Services

21%

Consumer Cyclical

21%

Sundaram Small Cap Fund Holdings Details

as on (31-May-26)

Top Stocks bought last month
OnEMI Technology Solutions Ltd's allocation increased from 0.56% to 1.08%
OnEMI Technology Solutions Ltd's allocation increased from 0.56% to 1.08%
Rategain Travel Technologies Ltd's allocation increased from 2.6% to 3.11%
Rategain Travel Technologies Ltd's allocation increased from 2.6% to 3.11%
MTAR Technologies Ltd's allocation increased from 5.25% to 5.67%
MTAR Technologies Ltd's allocation increased from 5.25% to 5.67%
Top Stocks sold last month
PNB Housing Finance Ltd's allocation decreased from 2.81 % to 2.68 %
PNB Housing Finance Ltd's allocation decreased from 2.81 % to 2.68 %
E I D Parry India Ltd's allocation decreased from 2.48 % to 2.15 %
E I D Parry India Ltd's allocation decreased from 2.48 % to 2.15 %
DCB Bank Ltd's allocation decreased from 2.33 % to 2.12 %
DCB Bank Ltd's allocation decreased from 2.33 % to 2.12 %

Sundaram Small Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.85%
Benchmark
Nifty Smallcap 250 TR INR
AUM₹3681 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
82.29%
Risk
Risk meter
pointer
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 Shalav Saket, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Small Cap Fund has ₹3681 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram Small Cap Fund has given a CAGR return of 17.94% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.57%, 20.46% and 18.90% respectively.

Holdings

Sundaram Small Cap Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Industrial, Government, Health, Basic Materials, Corporate, Tech, Communication, Consumer Defensive, Real Estate, Utilities. Its top holdings are MTAR Technologies Ltd, Aster DM Healthcare Ltd Ordinary Shares, SJS Enterprises Ltd, Rategain Travel Technologies Ltd, PNB Housing Finance 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 benefit
Dividends 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

Shalav Saket

Fund Manager of Sundaram Small Cap Fund, since 20 March 2026

Rohit Seksaria

Fund Manager of Sundaram Small Cap Fund, since 1 November 2022

Learn more about Sundaram Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 3.7K Cr
₹ 3.6K Cr
₹ 3K Cr
  • AUM of the fund stands at 3.7K Cr as of May'26
  • AUM increased by 118.1 Cr between May'26 and Apr'26

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?

INDmoney makes it simple to invest in the Sundaram Small Cap Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Sundaram Small Cap Fund?

The NAV of the fund today is ₹318.69. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Small Cap Fund fund has generated a return of 11.57% in 1 year, 20.46% in 3 years, 18.90% in 5 years.

Who is the fund manager of Sundaram Small Cap Fund?

The fund managers are Shalav Saket, Rohit Seksaria.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.85%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3681 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Small Cap Fund?

The top 3 holdings of the fund are MTAR Technologies Ltd(5.67%), Aster DM Healthcare Ltd Ordinary Shares(3.33%), SJS Enterprises Ltd(3.3%)