Investment type
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 31 Mar 2025 the fund manages assets worth ₹3,439 Crores. The expense ratio is 0.86%.
This fund generated returns of 3.03% in the last 1 year. Since its inception, it has provided an average annual return of 18.35%.
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 Net CA & Others, Aster DM Health., Affle 3i, PNB Housing and EID Parry.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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