• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Small Cap Fund Institutional Plan (Growth)

Formerly Sundaram SMILE Instl Gr

Sundaram Mutual Fund

Sundaram Small Cap Fund Institutional Plan (Growth)

EquitySmall Cap

165.7589

NAV (Dec 31)

16.3%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Poor

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Expense Ratio
1.94
Launched (15y ago)
Nov 30, 2009
AUM in Crores
3108.533
ISIN
INF903J01504
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
29.2
Standard Deviation (5yr)
26.2
Beta (3yr)
0.95
Beta (5yr)
0.95
Sharpe Ratio (3yr)
0.759
Sharpe Ratio (5yr)
0.494
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Small Cap Fund Institutional Plan (Growth)70%11,01,654 3,69,04216.3%
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 and Holdings

Last updated on 2021-12-31

Top Stock Holdings

ujjivan small finance bank ltd ordinary shares

3%
3%

ksb ltd

2.9%
2.9%

power finance corp ltd

2.8%
2.8%

can fin homes ltd

2.7%
2.7%

treps

2.7%
2.7%
See all holdings

Allocation by Sector

financial services

27.9%
27.9%

industrials

16.5%
16.5%

consumer cyclical

12.6%
12.6%

technology

10%
10%

healthcare

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,120 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.9%

20.1%

21.3%

5.3%

4.9%

22.3%

13.4%

20.3%

%

Sundaram Small Cap Fund Institutional Plan (G) Review

Sundaram Small Cap Fund Institutional Plan (G) is a Small Cap Equity fund and has delivered an annualised return of 15% over a period of 14 years. The fund was previously known as Sundaram SMILE Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria, Sudhir Kedia.

Nav of Sundaram Small Cap Fund Institutional Plan (G) as of 12/31/2021 is ₹165.76 with the total AUM as of 6/20/2024 is ₹3108.533. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund Institutional Plan (G) was launched on Nov 30, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Small Cap Fund Institutional Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Small Cap Fund Institutional Plan (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 250 TR INR.

Sundaram Small Cap Fund Institutional Plan (G) is rated as a 2 fund in Equity and delivered 67.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Small Cap Fund Institutional Plan (G).

Frequently Asked Questions

What is Sundaram Small Cap Fund Institutional Plan (G)?

Sundaram Small Cap Fund Institutional Plan (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Small Cap Fund Institutional Plan (G)?

You can invest in Sundaram Small Cap Fund Institutional Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Small Cap Fund Institutional Plan (G)?

The minimum sip amount for Sundaram Small Cap Fund Institutional Plan (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Small Cap Fund Institutional Plan (G) good to invest in?

As per Scripbox experts, Sundaram Small Cap Fund Institutional Plan (G) is a Neutral fund. You can investSundaram Small Cap Fund Institutional Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Small Cap Fund Institutional Plan (G)?

The expense ratio of the Sundaram Small Cap Fund Institutional Plan (G) is 1.94% for regular plan.