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16487
18076
Sundaram Small Cap Fund - Direct Growth
17.70
4.16
34.79
-0.26
7.09
-13.02
-16.72
17.46
  • NAV

    247.49

    as on 31 Mar 2025

  • ₹0.00 (0.00%)

    Last Change

  • 17.70%

    3Y CAGR returns

  • ₹ 250

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.96%

    Expense Ratio
  • Rating

  • 2,763 Cr

    Fund Size

  • 12 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 1,200
  • Wealth Gained
  • ₹27
  • Expected Amount
  • ₹1227
₹
Yr
  • Invested Amount
  • ₹100
  • Wealth Gained
  • ₹4
  • Expected Amount
  • ₹104

Returns and Ranks ( as on 31 Mar 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.16%
  • 17.70%
  • 34.79%
  • 17.46
By Holding By Sector By Asset
3.22%
2.91%
2.87%
2.77%
2.58%
85.65%
View all Holdings
  • 1.27Alpha
  • 4.71SD
  • 0.78Beta
  • 0.61Sharpe
  • Exit Load
  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Rohit Seksaria

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes
18076
  • Fund Name
  • AUM - ₹ 19
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in Sundaram Small Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Small Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Small Cap Fund - Direct Growth has delivered 19.74% since inception

The NAV of Sundaram Small Cap Fund - Direct Growth is ₹275.263 as of 31 Mar 2025

The expense ratio of Sundaram Small Cap Fund - Direct Growth is % as of 31 Mar 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Small Cap Fund - Direct Growth 3108.53 CR as of 31 Mar 2025

The minimum SIP amount of Sundaram Small Cap Fund - Direct Growth is 250

The top stock holdings of Sundaram Small Cap Fund - Direct Growth are

  1. TREPS - 3.22%
  2. Safari Inds. - 2.91%
  3. Chola Financial - 2.87%
  4. Aster DM Health. - 2.77%
  5. Affle India - 2.58%

The top sectors Sundaram Small Cap Fund - Direct Growth has invested in are

  1. Banks - 11.05%
  2. Finance - 9.61%
  3. Industrial Products - 9.42%
  4. Consumer Durables - 8.18%
  5. Capital Markets - 7.93%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Small Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Small Cap Fund - Direct Growth based on your investment objective and risk tolerance

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