Sundaram Small Cap Fund Regular-Growth
Sundaram Small Cap Fund Regular-Growth: Mutual Fund Overview
Sundaram Small Cap Fund Regular-Growth 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 ₹224.1789. 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 03:39 PM
Fund Details
NAV 224.1789
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 KSB 1.67 Birla Corporation 0.98 Adani Ports and Special Economic Zone 1.8 Esab India 0.87 Senco Gold 1.08 Balrampur Chini Mills 1.69 Ganesha Ecosphere 0.65 Neogen Chemicals 1.4 Carborundum Universal 0.69 TD Power Systems 0.63 Chalet Hotels 1.64 Ion Exchange 1.21 Navin Fluorine International 0.35 PVR Inox 0.78 Emami 0.94 Larsen & Toubro 1.54 Sobha 0.76 ZF Commercial 1.45 Aavas Financiers 1.4 Birlasoft 0.48 Sanofi Consumer Healthcare India 1.57 SKF India (Industrial) 0.68 Aster DM Healthcare 3.33 Craftsman Automation 2.43 Affle 3I 2.37 R Systems International 0.88 Kalpataru Projects Intl. 1.26 K.P.R. Mill 0.87 PNB Housing Finance 2.48 UTI Asset Mgmt 0.89 EID Parry 2.63 SJS Enterprises 3.07 Neuland Laboratories 1.74 Electronics Mart India 0.88 CSB Bank 1.44 Shivalik Bimetal Controls 1 Prudent Corporate Advisory Services 1.01 Kovai Medical Center & Hospital 1.2 MTAR Technologies 4.06 Amber Enterprises India 1.67 DCB Bank 2.49 Equitas Small Finance Bank 1.57 Medi Assist Healthcare Services 1.1 Deepak Nitrite 1.09 Orient Electric 0.9 Cholamandalam Financial 1.96 Angel One 1.49 RHI Magnesita 1.42 RateGain Travel 2.4 Greenpanel Industries 1.33 Info Edge (India) 1.28 Axis Bank 2.29 Ujjivan Small Finance Bank 1.86 Westlife Foodworld 1.08 JB Chemicals 0.93 Brigade Enterprises 1.33 Gujarat State Petronet 1.14 Venus Pipes & Tubes 1.08 Hindustan Dorr-Oliver 0 Safari Industries (India) 2.45 Ceat 1.1 Eternal 2.12 Cyient 0.87 Tega Industries 1.22 Natco Pharma 1.8
Debt & Others (6.2299999999999995%) Sector Allocation Cash/Net Current Assets 0.16 Repo 5.43 Mutual Fund 0.64 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-Growth FAQs
How to invest in Sundaram Small Cap Fund Regular-Growth?
Investing in Sundaram Small Cap Fund Regular-Growth 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-Growth 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-Growth?
The term expense ratio for Sundaram Small Cap Fund Regular-Growth 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-Growth is 1.95% as of 24 Mar 2026.
What is the NAV of Sundaram Small Cap Fund Regular-Growth?
The NAV of Sundaram Small Cap Fund Regular-Growth is ₹224.1789 as of 24 Mar 2026.
What is the AUM of Sundaram Small Cap Fund Regular-Growth?
The AUM (Assets Under Management) of Sundaram Small Cap Fund Regular-Growth 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-Growth is ₹3306.19 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Small Cap Fund Regular-Growth?
The PE ratio of Sundaram Small Cap Fund Regular-Growth 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-Growth?
Yes, you can invest in Sundaram Small Cap Fund Regular-Growth 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-Growth in the last 5 years?
The return of Sundaram Small Cap Fund Regular-Growth in the last 5 years is 16.58%.
What is the minimum SIP investment required in Sundaram Small Cap Fund Regular-Growth?
The minimum SIP investment in Sundaram Small Cap Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Small Cap Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Small Cap Fund Regular-Growth?
The NAV of Sundaram Small Cap Fund Regular-Growth, as of 24 Mar 2026, is ₹224.1789.
Who manages the Sundaram Small Cap Fund Regular-Growth?
The fund managers responsible for Sundaram Small Cap Fund Regular-Growth are:
- Rohit Seksaria