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 28-February-2025

  • TREPS

  • Safari Industries (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Craftsman Automation Ltd

  • Ujjivan Small Finance Bank Ltd

  • PNB Housing Finance Ltd

  • KSB LTD

  • Green Panel Industries Ltd

  • MTAR Technologies Ltd

  • Rate Gain Travel Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Sanofi Consumer Healthcare India Ltd

  • Balrampur Chini Mills Ltd

  • EID Parry India Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Westlife Foodworld Ltd

  • Chalet Hotels Ltd

  • S.J.S. Enterprises Ltd

  • Navin Fluorine International Ltd

  • Sobha Ltd

  • Brigade Enterprises Ltd

  • Angel One Ltd March 2025

  • CSB Bank Ltd

  • Neuland Laboratories Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Kovai Medical Center & Hospital Ltd

  • RHI Magnesita India Ltd

  • DCB Bank Ltd

  • Larsen & Toubro Ltd

  • Ion Exchange (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Ceat Ltd

  • NIIT Learning Systems Ltd

  • TD Power Systems Ltd

  • Tega Industries Ltd

  • Gujarat State Petronet Ltd

  • Emami Ltd

  • R Systems International Ltd

  • Orient Electric Ltd

  • Power Finance Corporation Ltd

  • Kalpataru Projects International Ltd

  • Neogen Chemicals Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Birla Corporation Ltd

  • Cyient Ltd

  • PVR INOX Ltd

  • ESAB India Ltd

  • SKF India Ltd

  • Laurus Labs Ltd

  • Medi Assist Healthcare Services Ltd

  • Creditaccess Grameen Ltd

  • Shivalik Bimetal Controls Ltd

  • Zomato Ltd

  • Prudent Corporate Advisory Services Ltd

  • UTI Asset Management Co Ltd

  • JK Cement Ltd

  • Carborundum Universal Ltd

  • KEI Industries Ltd March 2025

  • Senco Gold Ltd

  • Electronics Mart India Ltd

  • Amber Enterprises India Ltd

  • Tube Investments of India Ltd

  • Birlasoft Ltd

  • K.P.R. Mill Ltd

  • 364 Days - T Bill - 02/05/2025*

  • Tata Motors Ltd

  • Radico Khaitan Ltd

  • Bank of India

  • Deepak Nitrite Ltd

  • KEI Industries Ltd

  • Cello World Ltd

  • MM Forgings Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Computer Age Management Services Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Carraro India Ltd

  • Angel One Ltd

  • Hindustan Dorr Oliver Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Sugar

  • Construction - Real Estate

  • Chemicals

  • Finance - Investment

  • Engineering - Construction

  • BPO/ITeS

  • Miscellaneous

  • Finance - Housing

  • Compressors / Pumps

  • Wood & Wood Products

  • Engineering

  • Cement & Construction Materials

  • Restaurants

  • Hotel, Resort & Restaurants

  • Port

  • Consumer Durables - Domestic Appliances

  • Refractories

  • Environmental Services

  • Finance - Stock Broking

  • Tyres & Allied

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Finance Term Lending

  • Diversified

  • Film Production, Distribution & Entertainment

  • Electrodes & Welding Equipment

  • Bearings

  • Business Support

  • Finance - NBFC

  • Metal - Non Ferrous

  • Finance - Others

  • Finance - Asset Management

  • e-Commerce

  • Abrasives

  • Diamond & Jewellery

  • Air Conditioners

  • Retailing

  • Cycles

  • Textile

  • Automobiles-Trucks/Lcv

  • Breweries & Distilleries

  • Bank - Public

  • Cable

  • Trading

  • 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

  • MFU

  • Sovereign

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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 ₹2,762.92 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