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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 260.742
NAV (Nov 8)
Last 1Y | 33.4% |
Last 3Y | 19.5% |
Last 5Y | 28.4% |
Last 10Y | 15.9% |
Since Inception | 18.2% |
6 Month CAGR | 13.8% |
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Expense Ratio | 1.9% |
Launched 19Y ago | 2005-02-15 |
AUM in Crores | 3581.4 |
ISIN | INF903J01470 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14 |
Beta | 0.8 |
Sharpe Ratio | 1.2 |
YTM | - |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Small Cap Fund (G) | 15,40,061 | 8,07,449 | 28.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Cholamandalam Financial Holdings Ltd.
3.02%Others
2.66%KSB Ltd.
2.64%Ujjivan Small Finance Bank Ltd.
2.47%Safari Industries (India) Ltd.
2.35%Financial
17.98%Capital Goods
12.43%Services
11.07%Technology
8.57%Healthcare
7.81%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.3% | 21.3% | ||
15.3% | 14.8% | ||
9.6% | 8.4% | ||
5.8% | 5% | ||
14.6% | 11.8% |
Sundaram Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 18.2% over 19 years. The fund has grown over a period of 19 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria.
Nav of Sundaram Small Cap Fund (G) as of 11/8/2024 is ₹260.74 with the total AUM as of 11/11/2024 is ₹3581.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund (G) was launched on 2005-02-15. The category risk of the fund is Very High.
The minimum SIP amount for Sundaram Small Cap Fund (G) is ₹1000 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 (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 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Small Cap Fund (G).
What is Sundaram Small Cap Fund (G)?
How to invest in Sundaram Small Cap Fund (G)?
You can invest in Sundaram Small Cap Fund (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 (G)?
The minimum sip amount for Sundaram Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Small Cap Fund (G) good to invest in?
According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Sundaram Small Cap Fund (G)?
The expense ratio of the Sundaram Small Cap Fund (G) is 1.9% for regular plan.
What is the NAV of Sundaram Small Cap Fund (G)?
Today's Sundaram Small Cap Fund (G) NAV is ₹260.74.