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

Sundaram Small Cap Growth Direct Plan

NAV
₹296.1463
-0.27%
(31 Oct)
AUM
3,341 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+5.5%
+4.3%
+3.2%
+2.7%
-0.9%
-2.6%
3Y
+27.0%
+32.8%
+28.6%
+22.1%
+20.8%
+25.4%
5Y
+33.0%
+33.1%
+27.9%
+29.0%
+28.8%
+35.5%
ALL
+25.0%
+34.0%
+22.9%
+18.3%
+16.2%
+18.0%
VOL
18.2%
17.3%
20.3%
17.9%
-
15.3%
TER
0.4%
0.4%
0.2%
0.8%
-
0.7%
AUM
₹8,055 Cr
₹15,738 Cr
₹2,622 Cr
₹3,341 Cr
-
₹29,288 Cr
INFO
1.37
1.96
1.12
1.02
-
1.17
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 Sep
Top holdings
Aster DM Healthcare Ltd Ordinary Shares
3.6%
Treps
3.3%
Affle 3i Ltd
3.1%
Craftsman Automation Ltd
2.9%
Safari Industries (India) Ltd
2.8%
SJS Enterprises Ltd
2.8%
E I D Parry India Ltd
2.8%
Rategain Travel Technologies Ltd
2.7%
PNB Housing Finance Ltd
2.6%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.3%
Top industry exposure
Consumer Cyclical
21.1%
Industrials
18.5%
Financial Services
18.1%
Healthcare
12.1%
Basic Materials
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
47%
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