Sundaram Small Cap Fund Regular-IDCW Reinvestment
Sundaram Small Cap Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Sundaram Small Cap Fund Regular-IDCW Reinvestment is an Small Cap mutual fund with over 21.1 years of performance history. The scheme manages an AUM of ₹3306.19 Cr and has a NAV of ₹28.6589. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.32%.
Equity, Small Cap, Principal at very high risk
1 Year Return -0.32% at 24 Mar 2026 03:25 PM
Fund Details
NAV 28.6589
Sub-Type Small Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 21.1
Fund Size(in Crores) 3306.19
Fund Performance
1 Month -12.66%
3 Month -13.64%
6 Month -14.62%
1 Year -0.32%
3 Year 15.54%
5 Year 16.58%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.77%) Market Cap Large Cap 7.74 Mid Cap 5.53 Small Cap 80.49 Top Sectors Financial 18.89 Capital Goods 12.8 Services 10.66 Healthcare 10.58 Automobile 8.05 Technology 7.01 Consumer Discretionary 6.1 Consumer Staples 5.26 Construction 3.63 Metals & Mining 2.99 Chemicals 2.84 Materials 2.31 Textiles 1.51 Energy 1.14 Top Holding Birla Corporation 0.98 DCB Bank 2.49 Tega Industries 1.22 TD Power Systems 0.63 Kovai Medical Center & Hospital 1.2 Equitas Small Finance Bank 1.57 Birlasoft 0.48 Senco Gold 1.08 Medi Assist Healthcare Services 1.1 Eternal 2.12 Westlife Foodworld 1.08 Kalpataru Projects Intl. 1.26 Affle 3I 2.37 Craftsman Automation 2.43 Emami 0.94 Info Edge (India) 1.28 Brigade Enterprises 1.33 Prudent Corporate Advisory Services 1.01 ZF Commercial 1.45 Gujarat State Petronet 1.14 Aster DM Healthcare 3.33 Adani Ports and Special Economic Zone 1.8 RHI Magnesita 1.42 Hindustan Dorr-Oliver 0 Electronics Mart India 0.88 Sobha 0.76 SJS Enterprises 3.07 CSB Bank 1.44 K.P.R. Mill 0.87 Safari Industries (India) 2.45 Amber Enterprises India 1.67 Angel One 1.49 R Systems International 0.88 Ion Exchange 1.21 Cyient 0.87 Venus Pipes & Tubes 1.08 Navin Fluorine International 0.35 Cholamandalam Financial 1.96 KSB 1.67 Axis Bank 2.29 Deepak Nitrite 1.09 Ujjivan Small Finance Bank 1.86 Natco Pharma 1.8 RateGain Travel 2.4 MTAR Technologies 4.06 Balrampur Chini Mills 1.69 Greenpanel Industries 1.33 Orient Electric 0.9 Ganesha Ecosphere 0.65 Aavas Financiers 1.4 JB Chemicals 0.93 EID Parry 2.63 Larsen & Toubro 1.54 PNB Housing Finance 2.48 Neogen Chemicals 1.4 Shivalik Bimetal Controls 1 Esab India 0.87 Ceat 1.1 UTI Asset Mgmt 0.89 Carborundum Universal 0.69 Neuland Laboratories 1.74 SKF India (Industrial) 0.68 Chalet Hotels 1.64 Sanofi Consumer Healthcare India 1.57 PVR Inox 0.78
Debt & Others (6.2299999999999995%) Sector Allocation Mutual Fund 0.64 Repo 5.43 Cash/Net Current Assets 0.16 Debt Credit Ratings Debt Category Others 5.59 Sundaram Money Market Direct-G 0.64
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -10.46% Ret 1Y -3.72% Ret 3Y 14.7% Ret 5Y 16.42%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.95%
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) 26
Date of Incorporation 2005-02-15
Total AUM 76017.49
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.
Take Your Next Step
Sundaram Small Cap Fund Regular-IDCW Reinvestment FAQs
How to invest in Sundaram Small Cap Fund Regular-IDCW Reinvestment?
Investing in Sundaram Small Cap Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Small Cap Fund Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The term expense ratio for Sundaram Small Cap Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Small Cap Fund Regular-IDCW Reinvestment is 1.95% as of 24 Mar 2026.
What is the NAV of Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The NAV of Sundaram Small Cap Fund Regular-IDCW Reinvestment is ₹28.6589 as of 24 Mar 2026.
What is the AUM of Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Sundaram Small Cap Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Small Cap Fund Regular-IDCW Reinvestment is ₹3306.19 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The PE ratio of Sundaram Small Cap Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Small Cap Fund Regular-IDCW Reinvestment?
Yes, you can invest in Sundaram Small Cap Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Small Cap Fund Regular-IDCW Reinvestment in the last 5 years?
The return of Sundaram Small Cap Fund Regular-IDCW Reinvestment in the last 5 years is 16.58%.
What is the minimum SIP investment required in Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The minimum SIP investment in Sundaram Small Cap Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Small Cap Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The NAV of Sundaram Small Cap Fund Regular-IDCW Reinvestment, as of 24 Mar 2026, is ₹28.6589.
Who manages the Sundaram Small Cap Fund Regular-IDCW Reinvestment?
The fund managers responsible for Sundaram Small Cap Fund Regular-IDCW Reinvestment are:
- Rohit Seksaria