May 23, 2025
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Small Cap Fund (IDCW) | 4.76 | 0.28 | 7.96 | 24.12 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | 3.46 | -2.88 | 6.24 | 23.08 |
| Category Rank | 2/2 | 10/2 | 8/2 | 3/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Smallcap Fund - Regular (G) | 39.8300 | 1.09 | 12.58 | 27.60 | 35.97 | 5,884.64 | 0.00 | 1,000.00 | invest |
| Invesco India Smallcap Fund - Regular (IDCW) | 31.7000 | 1.08 | 12.88 | 27.69 | 36.01 | 5,884.64 | 0.00 | 1,000.00 | invest |
| LIC MF Small Cap Fund - Regular (IDCW) | 29.4619 | 0.69 | 3.41 | 21.94 | 34.08 | 493.73 | 0.00 | 5,000.00 | invest |
| LIC MF Small Cap Fund - Regular (G) | 29.4622 | 0.69 | 3.41 | 21.94 | 34.08 | 493.73 | 0.00 | 5,000.00 | invest |
| UTI-Small Cap Fund (IDCW) | 24.7338 | 0.06 | 12.19 | 20.72 | 0.00 | 4,146.53 | 1.90 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Mar 31, 2025 | 118.12 | 4.00 | 32.96 |
|
| Equity-Aster DM Health. | Mar 31, 2025 | 91.80 | 3.11 | 19.99 |
|
| Equity-Affle India | Mar 31, 2025 | 82.01 | 2.78 | 14.88 |
|
| Equity-Safari Inds. | Mar 31, 2025 | 79.20 | 2.68 | -1.60 |
|
| Equity-Chola Financial | Mar 31, 2025 | 76.19 | 2.58 | -3.97 |
|
| Equity-PNB Housing | Mar 31, 2025 | 71.89 | 2.43 | 23.95 |
|
| Equity-Craftsman Auto | Mar 31, 2025 | 67.10 | 2.27 | 10.78 |
|
| Equity-KSB | Mar 31, 2025 | 66.87 | 2.26 | 15.69 |
|
| Equity-Balrampur Chini | Mar 31, 2025 | 64.85 | 2.19 | 23.24 |
|
| Equity-Ujjivan Small | Mar 31, 2025 | 64.78 | 2.19 | 7.10 |
|
Sundaram Mutual Fund has announced 16 May 2025 as the record date for the d...
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Small Cap Fund (IDCW) |
| Contact Persone | : | Rohit Seksaria |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
