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

Sundaram Small Cap Growth Direct Plan

NAV
₹291.8256
+0.66%
(14 Jul)
AUM
3,439 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.3%
+9.9%
+5.1%
+3.0%
+2.4%
-4.0%
3Y
+35.4%
+31.7%
+26.5%
+33.5%
+26.0%
+31.3%
5Y
+38.0%
+35.1%
+33.1%
+30.4%
+33.9%
+45.5%
ALL
+35.7%
+25.9%
+18.5%
+24.0%
+16.5%
+18.4%
VOL
17.6%
18.4%
18.1%
20.7%
-
15.4%
TER
0.4%
0.4%
0.9%
0.6%
-
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
₹3,439 Cr
₹2,504 Cr
-
₹29,629 Cr
INFO
2.03
1.41
1.03
1.16
-
1.20
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 Jun
Top holdings
Cash And Other Net Current Assets
3.8%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
Affle 3i Ltd
3.1%
PNB Housing Finance Ltd
2.9%
E I D Parry India Ltd
2.9%
Safari Industries (India) Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.5%
SJS Enterprises Ltd
2.4%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.4%
Craftsman Automation Ltd
2.3%
Top industry exposure
Consumer Cyclical
20.3%
Financial Services
19.5%
Industrials
19.4%
Healthcare
12.1%
Basic Materials
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
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)
Rohit Seksaria

FAQs