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

Sundaram Small Cap Growth Direct Plan

NAV
₹293.1786
-0.18%
(11 Feb)
AUM
3,285 Cr
TER
0.82%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+12.8%
+12.2%
+12.1%
+10.8%
+10.6%
+9.1%
3Y
+22.1%
+32.2%
+26.6%
+25.8%
+19.9%
+26.9%
5Y
+22.8%
+26.0%
+24.7%
NA
+21.0%
+19.9%
ALL
+17.8%
+31.6%
+23.7%
+24.4%
+14.6%
+20.9%
VOL
17.9%
17.2%
18.1%
16.8%
-
20.2%
TER
0.8%
0.5%
0.4%
0.4%
-
0.4%
AUM
₹3,285 Cr
₹19,267 Cr
₹9,009 Cr
₹4,224 Cr
-
₹2,793 Cr
INFO
0.99
1.83
1.31
1.45
-
1.03
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 Dec
Top holdings
Craftsman Automation Ltd
3.2%
MTAR Technologies Ltd
3.1%
Aster DM Healthcare Ltd Ordinary Shares
3.0%
Treps
3.0%
Affle 3i Ltd
3.0%
Rategain Travel Technologies Ltd
2.9%
SJS Enterprises Ltd
2.9%
E I D Parry India Ltd
2.8%
Safari Industries (India) Ltd
2.8%
PNB Housing Finance Ltd
2.7%
Top industry exposure
Consumer Cyclical
20.8%
Financial Services
19.1%
Industrials
18.7%
Healthcare
11.6%
Basic Materials
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
42%
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