Sundaram Small Cap Fund Regular-Growth
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Equity, Small Cap, Principal at very high risk
1 Year Return 6.43% at 05 Feb 2026 11:10 AM
Fund Details
NAV 258.169
Sub-Type Small Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.97
Fund Size(in Crores) 3400.62
Fund Performance
1 Month -1.68%
3 Month -3.6%
6 Month 1.76%
1 Year 6.43%
3 Year 20.4%
5 Year 21.3%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.09%) Market Cap Mid Cap 2.32 Large Cap 7.23 Small Cap 86.54 Top Sectors Financial 18.58 Capital Goods 12.54 Services 10.96 Healthcare 10.27 Technology 8.69 Automobile 8.61 Consumer Discretionary 5.94 Consumer Staples 5.44 Construction 3.73 Metals & Mining 3.07 Chemicals 2.66 Materials 2.45 Textiles 1.41 Energy 1.11 Top Holding KSB 1.59 Birla Corporation 1.01 Adani Ports and Special Economic Zone 1.69 Esab India 0.95 Senco Gold 1.05 Balrampur Chini Mills 1.55 Ganesha Ecosphere 0.69 Neogen Chemicals 1.1 Carborundum Universal 0.69 TD Power Systems 0.79 Ion Exchange 1.18 Chalet Hotels 1.71 Navin Fluorine International 0.4 PVR Inox 0.75 Larsen & Toubro 1.43 Emami 1.05 Sobha 0.77 ZF Commercial 1.38 Birlasoft 0.52 Sanofi Consumer Healthcare India 1.54 SKF India (Industrial) 0.67 Aster DM Healthcare 3.05 Craftsman Automation 3.18 Affle 3I 3.01 R Systems International 1.2 Kalpataru Projects Intl. 1.19 K.P.R. Mill 0.72 PNB Housing Finance 2.67 EID Parry 2.84 UTI Asset Mgmt 0.84 SJS Enterprises 2.88 BSE 0.56 Others 0.63 Neuland Laboratories 2 Electronics Mart India 0.62 Shivalik Bimetal Controls 0.93 CSB Bank 2.07 Prudent Corporate Advisory Services 1.07 Kovai Medical Center & Hospital 1.27 MTAR Technologies 3.06 Amber Enterprises India 1.3 DCB Bank 2.33 Medi Assist Healthcare Services 1.32 Equitas Small Finance Bank 1.74 Deepak Nitrite 1.16 Orient Electric 0.83 Cholamandalam Financial 2.11 Angel One 1.45 RHI Magnesita 1.46 RateGain Travel 2.92 Greenpanel Industries 1.44 Info Edge (India) 1.61 Axis Bank 2.04 Ujjivan Small Finance Bank 2.27 JB Chemicals 0.8 Westlife Foodworld 1.19 Brigade Enterprises 1.53 Gujarat State Petronet 1.11 Venus Pipes & Tubes 1.1 Hindustan Dorr-Oliver 0 Kei Industries 0.71 Safari Industries (India) 2.76 Ceat 1.16 Cyient 1.04 Eternal 1.51 Tega Industries 1.27 Natco Pharma 1.6
Debt & Others (3.91%) Sector Allocation Net Payables -1.21 Repo 3.03 Mutual Fund 2.09 Debt Credit Ratings Debt Category Sundaram Liquid Direct-G 1.47 Others 1.82 Sundaram Money Market Direct-G 0.61
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -2.86% Ret 1Y 3.54% Ret 3Y 24.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -2.86% Ret 1Y 3.54% Ret 3Y 24.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.86% Ret 1Y 3.54% Ret 3Y 24.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -1.39% Ret 1Y 7.05% Ret 3Y 18.19% Ret 5Y 16.55%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -1.39% Ret 1Y 7.05% Ret 3Y 18.19% Ret 5Y 16.55%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -1.39% Ret 1Y 7.05% Ret 3Y 18.19% Ret 5Y 16.55%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -2.87% Ret 1Y 3.15% Ret 3Y 24.24% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.87% Ret 1Y 3.15% Ret 3Y 24.24% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.87% Ret 1Y 3.15% Ret 3Y 24.24% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -2.98% Ret 1Y 3.27% Ret 3Y 17.46% Ret 5Y 19.77%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M -2.98% Ret 1Y 3.27% Ret 3Y 17.46% Ret 5Y 19.77%
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) 3
Date of Incorporation 2005-02-15
Total AUM 2025-12-31
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.
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