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Sundaram Small Cap Fund(G)

Sundaram Small Cap Fund(G)

268.084111 Jun 2026

Chart

PlanNormal
Returns (6 months)4.199%
Expense ratio1.91%
Min Investment100
AUM3,680.99 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
-3.10%
11.22%
4.20%
2.82%
17.33%
16.17%
16.67%
-2.41%
-3.10%
11.22%
4.20%
2.82%
17.33%
16.17%
16.67%

Holdings

Name
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Aster DM Healthcare Ltd.
Aster DM Healthcare Ltd.
SJS Enterprises Ltd.
SJS Enterprises Ltd.
RateGain Travel Technologies Ltd.
RateGain Travel Technologies Ltd.
PNB Housing Finance Ltd.
PNB Housing Finance Ltd.
Craftsman Automation Ltd.
Craftsman Automation Ltd.
Eternal Ltd.
Eternal Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
E.I.D. - Parry (India) Ltd.
E.I.D. - Parry (India) Ltd.
DCB Bank Ltd.
DCB Bank Ltd.
Neuland Laboratories Ltd.
Neuland Laboratories Ltd.
Safari Industries (India) Ltd.
Safari Industries (India) Ltd.
Angel One Ltd.
Angel One Ltd.
Adani Ports and Special Economic Zone Ltd.
Adani Ports and Special Economic Zone Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Cholamandalam Financial Holdings Ltd.
Cholamandalam Financial Holdings Ltd.
Balrampur Chini Mills Ltd.
Balrampur Chini Mills Ltd.
Natco Pharma Ltd.
Natco Pharma Ltd.
Aavas Financiers Ltd.
Aavas Financiers Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
KSB Ltd.
KSB Ltd.
Equitas Small Finance Bank Ltd.
Equitas Small Finance Bank Ltd.
Elecon Engineering Company Ltd.
Elecon Engineering Company Ltd.
Sanofi Consumer Healthcare India Ltd.
Sanofi Consumer Healthcare India Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
Chalet Hotels Ltd.
Chalet Hotels Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
ZF Commercial Vehicle Control Systems India Ltd.
Neogen Chemicals Ltd.
Neogen Chemicals Ltd.
Venus Pipes & Tubes Ltd.
Venus Pipes & Tubes Ltd.
Gujarat Energy Ltd.
Gujarat Energy Ltd.
Kalpataru Projects International Ltd.
Kalpataru Projects International Ltd.
CSB Bank Ltd.
CSB Bank Ltd.
Greenpanel Industries Ltd.
Greenpanel Industries Ltd.
Brigade Enterprises Ltd.
Brigade Enterprises Ltd.
Info Edge (India) Ltd.
Info Edge (India) Ltd.
Kovai Medical Center & Hospital Ltd.
Kovai Medical Center & Hospital Ltd.
RHI Magnesita India Ltd.
RHI Magnesita India Ltd.
Ion Exchange (India) Ltd.
Ion Exchange (India) Ltd.
OnEMI Technology Solutions Ltd.
OnEMI Technology Solutions Ltd.
Senco Gold Ltd.
Senco Gold Ltd.
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
Deepak Nitrite Ltd.
Deepak Nitrite Ltd.
Medi Assist Healthcare Services Ltd.
Medi Assist Healthcare Services Ltd.
Shivalik Bimetal Controls Ltd.
Shivalik Bimetal Controls Ltd.
Birla Corporation Ltd.
Birla Corporation Ltd.
Esab India Ltd.
Esab India Ltd.
Electronics Mart India Ltd.
Electronics Mart India Ltd.
K.P.R. Mill Ltd.
K.P.R. Mill Ltd.
Orient Electric Ltd.
Orient Electric Ltd.
Westlife Foodworld Ltd
Westlife Foodworld Ltd
Cyient Ltd.
Cyient Ltd.
UTI Asset Management Company Ltd.
UTI Asset Management Company Ltd.
Ceat Ltd.
Ceat Ltd.
Emami Ltd.
Emami Ltd.
R Systems International Ltd.
R Systems International Ltd.
SKF India (Industrial) Ltd.
SKF India (Industrial) Ltd.
Sobha Ltd.
Sobha Ltd.
Tega Industries Ltd.
Tega Industries Ltd.
PVR Inox Ltd.
PVR Inox Ltd.
JB Chemicals & Pharmaceuticals Ltd.
JB Chemicals & Pharmaceuticals Ltd.
Gland Pharma Ltd.
Gland Pharma Ltd.
Ganesha Ecosphere Ltd.
Ganesha Ecosphere Ltd.
Five-Star Business Finance Ltd.
Five-Star Business Finance Ltd.
Bandhan Bank Ltd.
Bandhan Bank Ltd.
Carborundum Universal Ltd.
Carborundum Universal Ltd.
Navin Fluorine International Ltd.
Navin Fluorine International Ltd.
Birlasoft Ltd.
Birlasoft Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
Hindustan Dorr-Oliver Ltd.
Hindustan Dorr-Oliver Ltd.
Instrument
Share %
Domestic Equities
5.67%
Domestic Equities
3.33%
Domestic Equities
3.30%
Domestic Equities
3.11%
Domestic Equities
2.68%
Domestic Equities
2.60%
Domestic Equities
2.46%
Domestic Equities
2.41%
Domestic Equities
2.15%
Domestic Equities
2.12%
Domestic Equities
2.08%
Domestic Equities
2.04%
Domestic Equities
1.93%
Domestic Equities
1.91%
Domestic Equities
1.91%
Domestic Equities
1.84%
Domestic Equities
1.66%
Domestic Equities
1.58%
Domestic Equities
1.58%
Domestic Equities
1.57%
Domestic Equities
1.54%
Domestic Equities
1.54%
Domestic Equities
1.49%
Domestic Equities
1.44%
Domestic Equities
1.43%
Domestic Equities
1.43%
Domestic Equities
1.32%
Domestic Equities
1.26%
Domestic Equities
1.25%
Domestic Equities
1.23%
Domestic Equities
1.20%
Domestic Equities
1.19%
Domestic Equities
1.19%
Domestic Equities
1.17%
Domestic Equities
1.12%
Domestic Equities
1.11%
Domestic Equities
1.10%
Domestic Equities
1.09%
Domestic Equities
1.08%
Domestic Equities
1.08%
Domestic Equities
1.06%
Domestic Equities
1.05%
Domestic Equities
1.04%
Domestic Equities
1.01%
Domestic Equities
1.01%
Domestic Equities
0.98%
Domestic Equities
0.92%
Domestic Equities
0.91%
Domestic Equities
0.84%
Domestic Equities
0.82%
Domestic Equities
0.80%
Domestic Equities
0.78%
Domestic Equities
0.76%
Domestic Equities
0.76%
Domestic Equities
0.73%
Domestic Equities
0.73%
Domestic Equities
0.72%
Domestic Equities
0.69%
Domestic Equities
0.66%
Domestic Equities
0.66%
Domestic Equities
0.61%
Domestic Equities
0.61%
Domestic Equities
0.55%
Domestic Equities
0.52%
Domestic Equities
0.40%
Domestic Equities
0.37%
Domestic Equities
0.36%
Domestic Equities
0.36%
Domestic Equities
0.30%
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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