Sundaram Small Cap Fund Direct Growth
Get the latest NAV of Sundaram Small Cap Fund Direct Growth. 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.
₹268.40
▲1.2%1D
NAV as on 13 May 2025
18.07%/per year
Since Inception
▲▼
1886 people have invested ₹ 33.3L in Sundaram Small Cap Fund Direct Growth 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 (13-May-25)
The fund has consistently outperformed the benchmark (Nifty Smallcap 250) over the last 1Y, 3Y, 5Y time periods.
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 (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 91.8%
Debt & Cash 8.2%
Sundaram Small Cap Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 91.8%
Debt & Cash 8.2%
Top 3 Sectors in March were Industrial, Consumer Cyclical & Financial Services
Industrial
22%
Consumer Cyclical
20%
Financial Services
19%
Industrial
21%
Consumer Cyclical
20%
Financial Services
19%
Sundaram Small Cap Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Sundaram Small Cap Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.94% |
Benchmark | Nifty Smallcap 250 TR INR |
| AUM | ₹3058 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
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
Sundaram Small Cap Fund Direct Growth 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 Growth has ₹3058 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.9.
Returns
Sundaram Small Cap Fund Direct Growth has given a CAGR return of 18.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.87%, 24.93% and 35.70% respectively.
Holdings
Sundaram Small Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Health, Basic Materials, Consumer Defensive, Communication, Tech, Corporate, Real Estate, Utilities, Government. Its top holdings are Aster DM Healthcare Ltd Ordinary Shares, PNB Housing Finance Ltd, Affle 3i Ltd, Safari Industries (India) Ltd, Ujjivan Small Finance Bank Ltd Ordinary Shares
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 Growth
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 Direct Growth has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Small Cap Fund Direct Growth, since 1 November 2022
- AUM of the fund stands at 3K Cr as of Mar'25
- AUM increased by 192.3 Cr between Mar'25 and Feb'25
More funds from Sundaram
5Y CAGR
▲ 31.24
5Y CAGR
▲ 31.90
5Y CAGR
▲ 30.01
5Y CAGR
▲ 23.79
Compare Sundaram Small Cap Fund
Sundaram Small Cap Fund
VS
Nippon India Small Cap Fund Direct Growth
Frequently Asked Questions for Sundaram Small Cap Fund Direct Growth
What is the current NAV of Sundaram Small Cap Fund Direct Growth?
What are the average returns of Sundaram Small Cap Fund Direct Growth?
Sundaram Small Cap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 8.55% | 8.55% |
6 Month Returns | -1.66% | -1.66% |
1 Year Returns | 9.87% | 9.87% |
3 Years Returns | 94.98% | 24.93% |
How do I invest in Sundaram Small Cap Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Sundaram Small Cap Fund Direct Growth?
What is net assets under management (AUM) of Sundaram Small Cap Fund Direct Growth?
What are the top 5 holdings of Sundaram Small Cap Fund Direct Growth?
What are the top 3 sectors that this Sundaram Small Cap Fund Direct Growth has invested in?
What is the alpha of Sundaram Small Cap Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Small Cap Fund Direct Growth | 2.02 | 2.39 | 3.27 |
What is the beta of Sundaram Small Cap Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Small Cap Fund Direct Growth | 0.85 | 0.78 | 0.81 |
What is the sharpe ratio of Sundaram Small Cap Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Small Cap Fund Direct Growth | -0.18 | 0.74 | 1.43 |
What is the standard deviation of Sundaram Small Cap Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Small Cap Fund Direct Growth | 20.3 | 16.43 | 17.37 |