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Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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

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Sector Allocation

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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 - - - - - -