Sundaram Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Small Cap Growth Direct Plan

NAV
₹244.2844
-0.66%
(13 May)
AUM
3,146 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+69.4%
+62.0%
+51.9%
+46.3%
+44.2%
+43.6%
3Y
+30.3%
+34.0%
+31.7%
+31.6%
+26.4%
+25.9%
5Y
NA
+41.7%
+25.9%
+27.4%
+25.0%
+27.4%
ALL
+38.3%
+19.5%
+22.6%
+23.2%
+18.8%
+16.1%
VOL
16.8%
14.9%
15.5%
16.8%
18.0%
-
TER
0.4%
0.6%
0.9%
0.7%
0.8%
-
AUM
₹4,385 Cr
₹20,164 Cr
₹12,587 Cr
₹13,401 Cr
₹3,146 Cr
-
INFO
2.27
1.31
1.46
1.38
1.04
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Treps
3.2%
Ujjivan Financial Services Limited
3.0%
Can Fin Homes Ltd
2.8%
KSB Ltd
2.8%
Safari Industries (India) Ltd
2.6%
Power Finance Corp Ltd
2.5%
Cholamandalam Financial Holdings Ltd
2.4%
Radico Khaitan Ltd
2.3%
Multi Commodity Exchange of India Ltd
2.2%
Westlife Foodworld Ltd
2.1%
Top industry exposure
Financial Services
27.8%
Industrials
15.5%
Consumer Cyclical
11.4%
Technology
9.6%
Healthcare
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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 manager(s)
Ravi Gopalakrishnan
Rohit Seksaria

FAQs