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-December-2024

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • Aster DM Healthcare Ltd

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • Cholamandalam Financial Holdings Ltd

  • KSB LTD

  • Brigade Enterprises Ltd

  • EID Parry India Ltd

  • Chalet Hotels Ltd

  • Ujjivan Small Finance Bank Ltd

  • PNB Housing Finance Ltd

  • Westlife Foodworld Ltd

  • Equitas Small Finance Bank Limited

  • Balrampur Chini Mills Ltd

  • Laurus Labs Ltd

  • KEI Industries Ltd

  • Gujarat State Petronet Ltd

  • Navin Fluorine International Ltd

  • S.J.S. Enterprises Ltd

  • Kovai Medical Center & Hospital Ltd

  • TD Power Systems Ltd

  • Cyient Ltd

  • Adani Ports and Special Economic Zone Ltd

  • CSB Bank Ltd

  • Angel One Ltd

  • Sobha Ltd

  • Multi Commodity Exchange of India Ltd

  • DCB Bank Ltd

  • Ceat Ltd

  • R Systems International Ltd

  • RHI Magnesita India Ltd

  • Kalpataru Projects International Ltd

  • Larsen & Toubro Ltd

  • MTAR Technologies Ltd

  • PVR INOX Ltd

  • Tega Industries Ltd

  • Power Finance Corporation Ltd

  • NIIT Learning Systems Ltd

  • Neuland Laboratories Ltd

  • UTI Asset Management Co Ltd

  • Birla Corporation Ltd

  • ESAB India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Carborundum Universal Ltd

  • Hindustan Petroleum Corporation Ltd

  • Shivalik Bimetal Controls Ltd

  • Amrutanjan Health Care Ltd

  • Senco Gold Ltd

  • Neogen Chemicals Ltd

  • Orient Electric Ltd

  • Prudent Corporate Advisory Services Ltd

  • SKF India Ltd

  • Medi Assist Healthcare Services Ltd

  • Creditaccess Grameen Ltd

  • Tube Investments of India Ltd

  • Birlasoft Ltd

  • Bank of India

  • K.P.R. Mill Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Radico Khaitan Ltd

  • JK Cement Ltd

  • Emami Ltd

  • Carraro India Ltd

  • Tata Motors Ltd

  • 364 Days - T Bill - 02/05/2025*

  • Computer Age Management Services Ltd

  • Craftsman Automation Ltd

  • Mold-Tek Packaging Ltd

  • PNC Infratech Ltd

  • Amber Enterprises India Ltd

  • Deepak Nitrite Ltd

  • Cello World Ltd

  • Zomato Ltd

  • MM Forgings Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • INOX India Ltd

  • RBL Bank Ltd

  • Ion Exchange (India) Ltd

  • Sobha Ltd

  • Honasa Consumer Ltd

  • Hindustan Dorr Oliver Ltd @

  • Cash and Other Net Current Assets^

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  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Household & Personal Products

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Sugar

  • Construction - Real Estate

  • Chemicals

  • Finance - Stock Broking

  • Auto Ancillary

  • BPO/ITeS

  • Wood & Wood Products

  • Compressors / Pumps

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • Restaurants

  • Engineering - Industrial Equipments

  • Cable

  • Gas Transmission/Marketing

  • Electric Equipment

  • Port

  • Consumer Durables - Domestic Appliances

  • Tyres & Allied

  • Refractories

  • Engineering

  • Film Production, Distribution & Entertainment

  • Finance Term Lending

  • Finance - Asset Management

  • Diversified

  • Electrodes & Welding Equipment

  • Abrasives

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Refineries

  • Finance - Others

  • Bearings

  • Business Support

  • Cycles

  • Finance - NBFC

  • Bank - Public

  • Textile

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Depository Services

  • Plastic Products

  • Air Conditioners

  • e-Commerce

  • Forgings

  • Trading

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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

  • Equity

  • Rights

  • 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 ₹3,401.44 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