SUNDARAM SMALL CAP FUND DIRECT GROWTH
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

SUNDARAM SMALL CAP FUND DIRECT GROWTH

NAV
₹209.0802
+0.50%
(29 Sep)
AUM
2,582 Cr
TER
0.88%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+42.0%
+41.8%
+36.1%
+33.2%
+31.4%
+28.4%
3Y
+48.8%
+42.4%
+43.8%
+37.4%
+40.6%
+36.2%
5Y
+30.8%
+21.2%
+21.5%
+21.2%
NA
+22.3%
ALL
+17.7%
+20.4%
+22.6%
+18.3%
+30.6%
+15.1%
VOL
14.6%
16.3%
16.9%
18.2%
18.0%
-
TER
0.8%
0.8%
0.7%
0.9%
0.4%
-
AUM
₹8,075 Cr
₹22,560 Cr
₹11,549 Cr
₹2,582 Cr
₹2,361 Cr
-
INFO
1.21
1.26
1.34
1.00
1.70
-
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 Aug
Top holdings
Treps
3.3%
KEI Industries Ltd
3.3%
KSB Ltd
3.1%
Can Fin Homes Ltd Shs Dematerialised
3.1%
Suven Pharmaceuticals Ltd
2.9%
Westlife Foodworld Ltd
2.7%
KPIT Technologies Ltd
2.7%
Safari Industries (India) Ltd
2.6%
Reverse Repo
2.5%
ICICI Securities Ltd
2.2%
Top industry exposure
Financial Services
23.1%
Industrials
19.9%
Consumer Cyclical
16.2%
Technology
11.3%
Healthcare
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
38%
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