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

Sundaram Small Cap Growth Direct Plan

NAV
₹274.9283
+0.17%
(21 May)
AUM
3,058 Cr
TER
0.88%
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
+17.6%
+13.7%
+9.1%
+8.0%
+7.8%
+3.6%
3Y
+32.7%
+29.0%
+30.8%
+24.8%
+24.3%
+28.1%
5Y
+40.2%
+37.7%
+34.4%
+37.1%
+36.2%
+38.8%
ALL
+35.0%
+25.2%
+23.4%
+18.3%
+16.5%
+21.5%
VOL
17.8%
18.6%
21.0%
18.1%
-
15.9%
TER
0.4%
0.4%
0.6%
0.9%
-
1.0%
AUM
₹10,244 Cr
₹6,200 Cr
₹2,294 Cr
₹3,058 Cr
-
₹12,530 Cr
INFO
1.97
1.35
1.12
1.01
-
1.35
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
64%
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