Sundaram Small Cap Fund - Regular Plan - Growth Option
- Small-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹3,680.99 Cr
Expense Ratio
1.90%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
15 Feb 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.77% | -- |
| 3 Months | +12.23% | -- |
| 6 Months | +13.03% | -- |
| 1 Year | +8.99% | +8.99% |
| 2 Years | -- | +7.08% |
| 3 Years | +65.81% | +18.36% |
| 5 Years | +113.22% | +16.35% |
| Since Launch | +2807.09% | +17.04% |
Holdings as on 17 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| MTAR Technologies | 201.86 | 5.21 |
| RateGain Travel Technologies Ltd | 137.98 | 3.56 |
| Aster DM Healthcare | 131.90 | 3.41 |
| S.J.S. Enterprises Ltd | 128.04 | 3.31 |
| Treps | 108.05 | 2.79 |
| Eternal | 107.35 | 2.77 |
| PNB Housing Finance | 99.40 | 2.57 |
| Affle 3i | 93.72 | 2.42 |
| Craftsman Automation | 92.21 | 2.38 |
| Neuland Laboratories | 83.34 | 2.15 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.65
Sharpe Ratio
19.53%
Std. Deviation
7.58%
Tracking Error
3.64%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ITI Small Cap Fund Regular Growth | +11.09% | +24.48% | +15.37% |
| Bank of India Small Cap Fund Regular Growth | +14.44% | +21.32% | +18.09% |
| Sundaram Small Cap Fund - Regular Plan - Growth Option | +8.99% | +18.36% | +16.35% |
| UTI Small Cap Fund Regular Growth | +2.65% | +15.79% | +14.88% |
| Mahindra Manulife Small Cap Fund Regular Growth | +8.8% | +21.28% | -- |
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 - Regular Plan - Growth Option has an AUM of 3680.99 crores & has delivered CAGR of 16.35 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.90%. The minimum investment in Sundaram Small Cap Fund - Regular Plan - Growth Option is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include MTAR Technologies, RateGain Travel Technologies Ltd, Aster DM Healthcare, S.J.S. Enterprises Ltd.
The major sectors where the fund is invested are Misc. Capital Goods, Regional Banks, Consumer Financial Services, Software & Programming.
Some of the similar funds are ITI Small Cap Fund Regular Growth, Bank of India Small Cap Fund Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, UTI Small Cap Fund Regular Growth, Mahindra Manulife Small Cap Fund Regular Growth. Sundaram Small Cap Fund - Regular Plan - Growth Option has a sharpe ratio of 0.65 & a standard deviation of 19.53%.
FAQs
According to the morning star rating Sundaram Small Cap Fund - Regular Plan - Growth Option has a High risk & Exceptional return.
Sundaram Small Cap Fund - Regular Plan - Growth Option is managed by Rohit Seksaria,Shalav Saket.
The expense ratio of Sundaram Small Cap Fund - Regular Plan - Growth Option is 1.90%.
The 5 year annualized return on Sundaram Small Cap Fund - Regular Plan - Growth Option is 16.35% & it has generated 8.99% in the last 1 year.
The minimum investment in Sundaram Small Cap Fund - Regular Plan - Growth Option is 100 Rs.
Sundaram Small Cap Fund - Regular Plan - Growth Option has an AUM of 3680.99 crores.
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