Sundaram Small Cap Fund - Institutional Plan - Growth Option
- Small-Cap
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹2,039.88 Cr
Expense Ratio
2.09%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
30 Nov 2009
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.37% | -- |
| 3 Months | +6.88% | -- |
| 6 Months | +19.64% | -- |
| 1 Year | +67.71% | +67.71% |
| 2 Years | -- | +45.29% |
| 3 Years | +107.04% | +27.45% |
| 5 Years | +112.47% | +16.27% |
| Since Launch | +435.1% | +14.96% |
Holdings as on 14 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| MTAR Technologies | 187.19 | 5.25 |
| Treps | 144.84 | 4.07 |
| Aster DM Healthcare | 117.88 | 3.31 |
| S.J.S. Enterprises Ltd | 104.42 | 2.93 |
| PNB Housing Finance | 100.10 | 2.81 |
| RateGain Travel Technologies Ltd | 92.48 | 2.60 |
| EID Parry India Ltd | 88.23 | 2.48 |
| Eternal | 85.52 | 2.40 |
| Affle 3i | 84.49 | 2.37 |
| DCB Bank | 83.00 | 2.33 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.76
Sharpe Ratio
29.21%
Std. Deviation
7.57%
Tracking Error
4.59%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|
Results are calculated on CAGR basis
About Fund
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
The Sundaram Small Cap Fund - Institutional Plan - Growth Option has an AUM of 2039.88 crores & has delivered CAGR of 16.27 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Sundaram Small Cap Fund - Institutional Plan - Growth Option is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include MTAR Technologies, Treps, Aster DM Healthcare, S.J.S. Enterprises Ltd.
The major sectors where the fund is invested are Misc. Capital Goods, Regional Banks, Construction Services, Software & Programming.
Sundaram Small Cap Fund - Institutional Plan - Growth Option has a sharpe ratio of 0.76 & a standard deviation of 29.21%.
FAQs
According to the morning star rating Sundaram Small Cap Fund - Institutional Plan - Growth Option has a Medium risk & Exceptional return.
Sundaram Small Cap Fund - Institutional Plan - Growth Option is managed by Ravi Gopalakrishnan,Sudhir Kedia.
The expense ratio of Sundaram Small Cap Fund - Institutional Plan - Growth Option is 2.09%.
The 5 year annualized return on Sundaram Small Cap Fund - Institutional Plan - Growth Option is 16.27% & it has generated 67.71% in the last 1 year.
The minimum investment in Sundaram Small Cap Fund - Institutional Plan - Growth Option is 100 Rs.
Sundaram Small Cap Fund - Institutional Plan - Growth Option has an AUM of 2039.88 crores.
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