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Sundaram Small Cap Fund(G)

Sundaram Small Cap Fund(G)

267.525527 Apr 2026

Chart

PlanNormal
Returns (6 months)0.709%
Expense ratio1.97%
Min Investment100
AUM2,982.57 Cr
Inception date16 Feb 2005

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: Nifty Smallcap 250 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
15.92%
9.43%
0.71%
14.20%
20.70%
19.28%
16.76%
1.94%
15.92%
9.43%
0.71%
14.20%
20.70%
19.28%
16.76%

Holdings

Name
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Aster DM Healthcare Ltd.
Aster DM Healthcare Ltd.
SJS Enterprises Ltd.
SJS Enterprises Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
E.I.D. - Parry (India) Ltd.
E.I.D. - Parry (India) Ltd.
Eternal Ltd.
Eternal Ltd.
PNB Housing Finance Ltd.
PNB Housing Finance Ltd.
Craftsman Automation Ltd.
Craftsman Automation Ltd.
DCB Bank Ltd.
DCB Bank Ltd.
RateGain Travel Technologies Ltd.
RateGain Travel Technologies Ltd.
Safari Industries (India) Ltd.
Safari Industries (India) Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Balrampur Chini Mills Ltd.
Balrampur Chini Mills Ltd.
Natco Pharma Ltd.
Natco Pharma Ltd.
Cholamandalam Financial Holdings Ltd.
Cholamandalam Financial Holdings Ltd.
KSB Ltd.
KSB Ltd.
Neuland Laboratories Ltd.
Neuland Laboratories Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
Adani Ports and Special Economic Zone Ltd.
Adani Ports and Special Economic Zone Ltd.
Sanofi Consumer Healthcare India Ltd.
Sanofi Consumer Healthcare India Ltd.
Angel One Ltd.
Angel One Ltd.
Chalet Hotels Ltd.
Chalet Hotels Ltd.
Aavas Financiers Ltd.
Aavas Financiers Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
CSB Bank Ltd.
CSB Bank Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Equitas Small Finance Bank Ltd.
Equitas Small Finance Bank Ltd.
Brigade Enterprises Ltd.
Brigade Enterprises Ltd.
Info Edge (India) Ltd.
Info Edge (India) Ltd.
Greenpanel Industries Ltd.
Greenpanel Industries Ltd.
Kovai Medical Center & Hospital Ltd.
Kovai Medical Center & Hospital Ltd.
Tega Industries Ltd.
Tega Industries Ltd.
RHI Magnesita India Ltd.
RHI Magnesita India Ltd.
Kalpataru Projects International Ltd.
Kalpataru Projects International Ltd.
Neogen Chemicals Ltd.
Neogen Chemicals Ltd.
Ion Exchange (India) Ltd.
Ion Exchange (India) Ltd.
Elecon Engineering Company Ltd.
Elecon Engineering Company Ltd.
Ceat Ltd.
Ceat Ltd.
Westlife Foodworld Ltd
Westlife Foodworld Ltd
Senco Gold Ltd.
Senco Gold Ltd.
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
Birla Corporation Ltd.
Birla Corporation Ltd.
Medi Assist Healthcare Services Ltd.
Medi Assist Healthcare Services Ltd.
Gujarat State Petronet Ltd.
Gujarat State Petronet Ltd.
Deepak Nitrite Ltd.
Deepak Nitrite Ltd.
Venus Pipes & Tubes Ltd.
Venus Pipes & Tubes Ltd.
Shivalik Bimetal Controls Ltd.
Shivalik Bimetal Controls Ltd.
UTI Asset Management Company Ltd.
UTI Asset Management Company Ltd.
Emami Ltd.
Emami Ltd.
K.P.R. Mill Ltd.
K.P.R. Mill Ltd.
Esab India Ltd.
Esab India Ltd.
Electronics Mart India Ltd.
Electronics Mart India Ltd.
Orient Electric Ltd.
Orient Electric Ltd.
Cyient Ltd.
Cyient Ltd.
Ganesha Ecosphere Ltd.
Ganesha Ecosphere Ltd.
R Systems International Ltd.
R Systems International Ltd.
PVR Inox Ltd.
PVR Inox Ltd.
JB Chemicals & Pharmaceuticals Ltd.
JB Chemicals & Pharmaceuticals Ltd.
Carborundum Universal Ltd.
Carborundum Universal Ltd.
Sobha Ltd.
Sobha Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
SKF India (Industrial) Ltd.
SKF India (Industrial) Ltd.
Birlasoft Ltd.
Birlasoft Ltd.
Gland Pharma Ltd.
Gland Pharma Ltd.
Navin Fluorine International Ltd.
Navin Fluorine International Ltd.
Bandhan Bank Ltd.
Bandhan Bank Ltd.
Hindustan Dorr-Oliver Ltd.
Hindustan Dorr-Oliver Ltd.
Instrument
Share %
Domestic Equities
4.06%
Domestic Equities
3.78%
Domestic Equities
3.00%
Domestic Equities
2.89%
Domestic Equities
2.72%
Domestic Equities
2.55%
Domestic Equities
2.51%
Domestic Equities
2.49%
Domestic Equities
2.36%
Domestic Equities
2.25%
Domestic Equities
2.21%
Domestic Equities
2.13%
Domestic Equities
1.97%
Domestic Equities
1.97%
Domestic Equities
1.96%
Domestic Equities
1.92%
Domestic Equities
1.81%
Domestic Equities
1.80%
Domestic Equities
1.72%
Domestic Equities
1.67%
Domestic Equities
1.61%
Domestic Equities
1.58%
Domestic Equities
1.57%
Domestic Equities
1.52%
Domestic Equities
1.46%
Domestic Equities
1.42%
Domestic Equities
1.40%
Domestic Equities
1.40%
Domestic Equities
1.38%
Domestic Equities
1.33%
Domestic Equities
1.28%
Domestic Equities
1.27%
Domestic Equities
1.23%
Domestic Equities
1.23%
Domestic Equities
1.20%
Domestic Equities
1.18%
Domestic Equities
1.18%
Domestic Equities
1.15%
Domestic Equities
1.12%
Domestic Equities
1.11%
Domestic Equities
1.05%
Domestic Equities
1.04%
Domestic Equities
1.01%
Domestic Equities
1.00%
Domestic Equities
1.00%
Domestic Equities
0.98%
Domestic Equities
0.97%
Domestic Equities
0.96%
Domestic Equities
0.94%
Domestic Equities
0.89%
Domestic Equities
0.89%
Domestic Equities
0.86%
Domestic Equities
0.86%
Domestic Equities
0.84%
Domestic Equities
0.79%
Domestic Equities
0.79%
Domestic Equities
0.79%
Domestic Equities
0.77%
Domestic Equities
0.72%
Domestic Equities
0.72%
Domestic Equities
0.72%
Domestic Equities
0.66%
Domestic Equities
0.61%
Domestic Equities
0.46%
Domestic Equities
0.42%
Domestic Equities
0.38%
Domestic Equities
0.24%
Domestic Equities
0.00%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
RS
Rohit Seksaria
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

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