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

Sundaram Small Cap Growth Direct Plan

NAV
₹268.3998
+1.16%
(13 May)
AUM
3,058 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.0%
+15.5%
+11.4%
+7.9%
+7.3%
+1.6%
3Y
+33.1%
+29.7%
+31.9%
+25.0%
+23.6%
+29.7%
5Y
+38.9%
+36.7%
+33.3%
+36.1%
+35.5%
+50.4%
ALL
+34.1%
+24.7%
+22.8%
+18.0%
+16.4%
+18.0%
VOL
17.8%
18.6%
21.0%
18.2%
-
15.5%
TER
0.5%
0.4%
0.6%
0.9%
-
0.7%
AUM
₹9,516 Cr
₹6,200 Cr
₹2,294 Cr
₹3,058 Cr
-
₹26,222 Cr
INFO
1.91
1.33
1.08
0.99
-
1.16
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 31st Mar
Top holdings
Treps
4.0%
Aster DM Healthcare Ltd Ordinary Shares
3.1%
Affle India Ltd
2.8%
Safari Industries (India) Ltd
2.7%
Cholamandalam Financial Holdings Ltd
2.6%
PNB Housing Finance Ltd
2.4%
Craftsman Automation Ltd
2.3%
KSB Ltd
2.3%
Balrampur Chini Mills Ltd
2.2%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
Top industry exposure
Industrials
20.3%
Consumer Cyclical
18.6%
Financial Services
17.7%
Healthcare
9.2%
Basic Materials
8.5%
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