sundaram-small-cap-fund-direct-g

Sundaram Small Cap Fund - Direct (G)

  1. Equity
  2. Small Cap
  • NAV as on Jul 08, 2025 ₹290.31
  • Total Returns 18.54% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sundaram-small-cap-fund-direct-g

Overview of Sundaram Small Cap Fund - Direct (G)

  • Fund House
    Sundaram Small Cap Fund
  • Fund Size
    ₹3,311 Cr
  • Expense Ratio
    0.86%
  • Benchmark
    Nifty Smallcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Sundaram Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Sundaram Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.89%
  • 20.15%
  • 3.1%
  • 5.47%
  • 26.76%
  • 33.18%

Category Average

  • 2.48%
  • 21.56%
  • -1.19%
  • 1.63%
  • 26.17%
  • 33.79%

Fund Asset Allocation

Top holdings

Top Sectors

  • Industrial Products
    8.51%
  • Consumer Durables
    7.86%
  • Banks
    7.43%
  • Finance
    6.93%
  • Auto Components
    6.35%
  • Pharmaceuticals & Biotech
    5.56%

More about Sundaram Small Cap Fund - Direct (G)

Sundaram Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Sundaram Mutual Fund. It was launched on 26 Feb 1996, and has been active for over 29 years. As of 30 Jun 2025 the fund manages assets worth ₹3,311 Crores. The expense ratio is 0.86%.

This fund generated returns of 5.47% in the last 1 year. Since its inception, it has provided an average annual return of 18.54%.

The fund's investments are mainly concentrated in sectors like Industrial Products, Consumer Durables, Banks, Finance and Auto Components.

The top five holdings in this fund include prominent companies such as TREPS, Aster DM Health., Safari Inds., PNB Housing and Affle 3i.

Fund Managers

  • Rohit Seksaria

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.

sundaram-small-cap-fund-direct-g

Frequently Asked Questions about Sundaram Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high-risk appetite and are seeking high growth over the long term.

  3. How long should I stay invested in {{fund_type}}?

    A long-term holding period of five to ten years is ideal to capture growth in small companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.

  5. What are the expenses involved in {{fund_type}}?

    These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.

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