Sundaram Small Cap Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Equity: Small Cap
Status: Open Ended Schemes
Launch Date: 10-02-2005
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY Smallcap 250 TRI
Total Assets: 3282.99 As on (29-08-2025)
Expense Ratio: 1.95% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis
NAV as on 07-10-2025
261.1444
0.0483
CAGR Since Inception
17.05%
NIFTY Smallcap 250 TRI 16.16%
PERFORMANCE
Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
---|---|---|---|---|---|
Sundaram Small Cap Fund Regular Plan - Growth | 0.2 | 20.04 | 27.01 | 14.0 | 17.05 |
NIFTY SMALLCAP 250 TRI | -2.11 | 22.64 | 28.43 | 15.57 | 16.16 |
Equity: Small Cap | -1.65 | 19.37 | 27.69 | 16.97 | 17.01 |
Funds Manager
FM1: Mr. Rohit Seksaria
RETURNS CALCULATORS for Sundaram Small Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Small Cap Fund Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Small Cap Fund Regular Plan - Growth
Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
---|---|---|---|---|---|---|
Sundaram Small Cap Reg Gr | 10-02-2005 | 0.2 | 15.79 | 20.04 | 27.01 | 14.0 |
Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 5.36 | 0.0 | 0.0 | 0.0 | 0.0 |
Quantum Small Cap Fund Reg Gr | 05-11-2023 | 3.98 | 0.0 | 0.0 | 0.0 | 0.0 |
HDFC Small Cap Reg Gr | 02-04-2008 | 3.52 | 15.54 | 22.07 | 29.71 | 18.44 |
Invesco India Small Cap Reg Gr | 05-10-2018 | 3.03 | 24.15 | 24.36 | 29.9 | 0.0 |
PGIM India Small Cap Fund Reg Gr | 29-07-2021 | 2.76 | 15.3 | 13.38 | 0.0 | 0.0 |
Union Small Cap Reg Gr | 10-06-2014 | 1.53 | 13.54 | 16.18 | 25.43 | 15.08 |
ITI Small Cap Reg Gr | 01-02-2020 | 1.53 | 23.16 | 25.32 | 24.08 | 0.0 |
Axis Small Cap Reg Gr | 05-11-2013 | 1.09 | 16.67 | 18.45 | 26.0 | 18.35 |
Bandhan Small Cap Reg Gr | 08-02-2020 | 1.06 | 27.55 | 28.73 | 29.82 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Small Cap Fund Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram Small Cap Fund Regular Plan - Growth | 14.09 | 0.87 | 0.62 | 0.77 | - | - |
Equity: Small Cap | - | - | - | - | - | - |