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Sundaram Small Cap Fund Regular-IDCW Reinvestment
Equity, Small Cap, Principal at very high risk
1 Year Return 19.68%
Fund Details
NAV 33.15
Sub-Type Small Cap
Rating 3
Min. SIP Amount 100.0
Fund Age(Year) 21.01
Fund Size 3285.08
Fund Performance
1 Month 0.81%
3 Month -3.12%
6 Month 3.13%
1 Year 19.68%
3 Year 20.54%
5 Year 20.59%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.16% Ret 1Y 12.2% Ret 3Y 24.36% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -1.16% Ret 1Y 12.2% Ret 3Y 24.36% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.16% Ret 1Y 12.2% Ret 3Y 24.36% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M 2.43% Ret 1Y 18.42% Ret 3Y 18.42% Ret 5Y 15.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M 2.43% Ret 1Y 18.42% Ret 3Y 18.42% Ret 5Y 15.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M 2.43% Ret 1Y 18.42% Ret 3Y 18.42% Ret 5Y 15.6%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.16% Ret 1Y 11.76% Ret 3Y 24.1% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -1.16% Ret 1Y 11.76% Ret 3Y 24.1% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.16% Ret 1Y 11.76% Ret 3Y 24.1% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M 0.59% Ret 1Y 12.61% Ret 3Y 17.63% Ret 5Y 19.45%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M 0.59% Ret 1Y 12.61% Ret 3Y 17.63% Ret 5Y 19.45%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.94%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2005-02-15
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.17%) Market Cap Mid Cap 1.72 Large Cap 7.86 Small Cap 86.59 Top Sectors Financial 19.54 Capital Goods 13.09 Services 11.22 Healthcare 9.76 Automobile 8.5 Technology 8.13 Consumer Discretionary 5.8 Consumer Staples 5.28 Construction 3.57 Metals & Mining 2.82 Chemicals 2.74 Materials 2.53 Textiles 1.42 Energy 1.15 Top Holding Birla Corporation 1.04 DCB Bank 2.7 Tega Industries 1.15 TD Power Systems 0.85 Kovai Medical Center & Hospital 1.24 Equitas Small Finance Bank 1.72 Birlasoft 0.52 Senco Gold 1.05 Medi Assist Healthcare Services 1.19 Eternal 1.84 Westlife Foodworld 1.09 Kalpataru Projects Intl. 1.17 Affle 3I 2.68 Info Edge (India) 1.56 Emami 0.99 Craftsman Automation 2.94 Prudent Corporate Advisory Services 1.04 Brigade Enterprises 1.35 ZF Commercial 1.44 Gujarat State Petronet 1.15 Aster DM Healthcare 2.83 Adani Ports and Special Economic Zone 1.69 RHI Magnesita 1.47 BSE 0.62 Electronics Mart India 0.72 Hindustan Dorr-Oliver 0 Sobha 0.79 SJS Enterprises 2.93 CSB Bank 1.6 Safari Industries (India) 2.67 K.P.R. Mill 0.84 Amber Enterprises India 1.2 Angel One 1.63 R Systems International 1.16 Ion Exchange 1.19 Others 0.62 Navin Fluorine International 0.43 Cyient 1.09 Venus Pipes & Tubes 1.01 Cholamandalam Financial 1.99 KSB 1.55 Axis Bank 2.28 Deepak Nitrite 1.14 Ujjivan Small Finance Bank 2.18 RateGain Travel 2.67 Natco Pharma 1.54 MTAR Technologies 3.84 Balrampur Chini Mills 1.52 Greenpanel Industries 1.49 Orient Electric 0.88 Ganesha Ecosphere 0.58 Aavas Financiers 1.03 JB Chemicals 0.85 EID Parry 2.77 Kei Industries 0.47 Larsen & Toubro 1.43 PNB Housing Finance 2.49 Shivalik Bimetal Controls 0.95 Neogen Chemicals 1.17 Esab India 0.88 Ceat 1.18 UTI Asset Mgmt 0.88 Carborundum Universal 0.66 Chalet Hotels 1.78 Neuland Laboratories 1.81 SKF India (Industrial) 0.72 Sanofi Consumer Healthcare India 1.5 PVR Inox 0.74
Debt & Others (3.83%) Sector Allocation Mutual Fund 0.64 Repo 3.38 Net Payables -0.19 Debt Credit Ratings Debt Category Others 3.19 Sundaram Money Market Direct-G 0.64
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