Sundaram Small Cap Fund - Growth - Suspended Plan

This Scheme Sundaram Small Cap Fund - Growth - Suspended Plan is Merged with Sundaram Small Cap Fund - Growth - Regular Plan
Other Plans and Options
  • 0.86 %Nav, as on 31-12-2021

  • Previous Nav

  • Net Change on 31-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Suspended Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Small Cap Fund Institutional Plan - Growth 4.61 4.99 61.98 25.05 16.93 15.18
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-January-2025

  • TREPS

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • Ujjivan Small Finance Bank Ltd

  • Navin Fluorine International Ltd

  • PNB Housing Finance Ltd

  • KSB LTD

  • EID Parry India Ltd

  • MTAR Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Balrampur Chini Mills Ltd

  • Brigade Enterprises Ltd

  • Westlife Foodworld Ltd

  • Craftsman Automation Ltd

  • Neuland Laboratories Ltd

  • Chalet Hotels Ltd

  • S.J.S. Enterprises Ltd

  • Sobha Ltd

  • Angel One Ltd February 2025

  • RHI Magnesita India Ltd

  • CSB Bank Ltd

  • Gujarat State Petronet Ltd

  • Kovai Medical Center & Hospital Ltd

  • DCB Bank Ltd

  • KEI Industries Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Larsen & Toubro Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Multi Commodity Exchange of India Ltd

  • Creditaccess Grameen Ltd

  • R Systems International Ltd

  • TD Power Systems Ltd

  • Neogen Chemicals Ltd

  • Ceat Ltd

  • NIIT Learning Systems Ltd

  • Tega Industries Ltd

  • Cyient Ltd

  • Ion Exchange (India) Ltd

  • Laurus Labs Ltd

  • Senco Gold Ltd

  • Power Finance Corporation Ltd

  • Kalpataru Projects International Ltd

  • Birla Corporation Ltd

  • PVR INOX Ltd

  • Emami Ltd

  • Medi Assist Healthcare Services Ltd

  • Carborundum Universal Ltd

  • Orient Electric Ltd

  • Shivalik Bimetal Controls Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • ESAB India Ltd

  • SKF India Ltd

  • Prudent Corporate Advisory Services Ltd

  • Tube Investments of India Ltd

  • Carraro India Ltd

  • Birlasoft Ltd

  • UTI Asset Management Co Ltd

  • JK Cement Ltd

  • K.P.R. Mill Ltd

  • Zomato Ltd

  • Bank of India

  • Radico Khaitan Ltd

  • Tata Motors Ltd

  • 364 Days - T Bill - 02/05/2025*

  • Deepak Nitrite Ltd

  • Amber Enterprises India Ltd

  • Cello World Ltd

  • MM Forgings Ltd

  • Computer Age Management Services Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • KEI Industries Ltd February 2025

  • Angel One Ltd

  • Hindustan Dorr Oliver Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Sugar

  • Chemicals

  • Miscellaneous

  • Construction - Real Estate

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Finance - Investment

  • Wood & Wood Products

  • Finance - Housing

  • Compressors / Pumps

  • Engineering

  • Restaurants

  • Hotel, Resort & Restaurants

  • Refractories

  • Gas Transmission/Marketing

  • Cable

  • Port

  • Finance - Stock Broking

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Tyres & Allied

  • Diamond & Jewellery

  • Finance Term Lending

  • Diversified

  • Film Production, Distribution & Entertainment

  • Business Support

  • Abrasives

  • Metal - Non Ferrous

  • Electrodes & Welding Equipment

  • Bearings

  • Finance - Others

  • Cycles

  • Finance - Asset Management

  • Cement & Construction Materials

  • Textile

  • e-Commerce

  • Bank - Public

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Forgings

  • Depository Services

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:

  • Cash

  • Derivatives

  • Equity

  • Sov

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About Sundaram Small Cap Fund

Scheme Analysis

Sundaram Small Cap Fund is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 27-Nov-2009 and currently has an AUM of ₹3,167.78 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended up ₹1.41(0.86%)yesterday to ₹165.7589.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Small Cap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156