Sundaram Mutual Fund

Sundaram Small Cap Fund Direct Plan Growth

₹ 284.8

NAV (Jul 28)

32.795%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in small cap mutual funds.

Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

View all 7 analysis

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Sundaram Small Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

10,14,550

Wealth Gained

17,47,162

Total Corpus Created (₹)

With CAGR of 32.795 % in 5 years

Historical NAV

₹ 284.7998

NAV (Jul 28)

Fund Returns

Last 1Y
4.5%
Last 3Y
24.6%
Last 5Y
32.8%
Last 10Y
15.1%
Since Inception
18.8%
6 Month CAGR
9.6%

Scheme Information

Investment Objective

The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

Expense Ratio
0.96 %
Launched
-
AUM in Crores
3438.9
ISIN
INF903J01NK9
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
16.3
Beta
0.8
Sharpe Ratio
0.6
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Small Cap Fund Direct (G)70%17,47,162 10,14,55032.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Cholamandalam Financial Holdings Ltd.

3.02%
3.023%

Others

2.66%
2.662%

KSB Ltd.

2.64%
2.638%

Ujjivan Small Finance Bank Ltd.

2.47%
2.472%

Safari Industries (India) Ltd.

2.35%
2.352%
See all holdings
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Allocation by Sector

Financial

17.94%
17.942979%

Capital Goods

13.63%
13.62893%

Services

11.58%
11.577889%

Healthcare

9.71%
9.706103%

Technology

7.47%
7.473318%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img

Sundaram Small Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

10,14,550

Wealth Gained

17,47,162

Total Corpus Created (₹)

With CAGR of 32.795 % in 5 years

Frequently Asked Questions

What is the expense ratio for Sundaram Small Cap Fund Direct Plan Growth?

What is the current AUM of Sundaram Small Cap Fund Direct Growth?

What is the latest NAV of Sundaram Small Cap Fund Direct Growth?

What is the Riskometer rating for Sundaram Small Cap Fund Direct Plan Growth?

Which are the top sector holdings in Sundaram Small Cap Fund Direct Plan?

Which are the top stock holdings in Sundaram Small Cap Fund Direct Plan?

What is the asset allocation of Sundaram Small Cap Fund Direct Plan Growth?

What has been the performance of Sundaram Small Cap Fund Direct Growth returns?

Does Sundaram Small Cap Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in Sundaram Small Cap Fund Direct Plan Growth?

How to invest in Sundaram Small Cap Fund Direct Growth?

How can I redeem my investment in Sundaram Small Cap Fund Direct Plan?

Sundaram Small Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

10,14,550

Wealth Gained

17,47,162

Total Corpus Created (₹)

With CAGR of 32.795 % in 5 years