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Jun 23, 2026


Category Equity
AUM (Cr.) 3,680.99
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.90
Sharpe Ratio 4.31
Beta Ratio 0.00
Fund Manager Rohit Seksaria
Inception Date Feb 15, 2005
Risk Level Very High

Investment 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.

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BSE Small-Cap Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Small Cap Fund (IDCW) 3.74 10.39 12.81 19.72 18.1 16.95
Benchmark - BSE Small-Cap 17.03 5.74 19.36 -1.34 6.46 0
Category Average - BEST EQUITY PERFORMERS 5.88 8.69 9.15 18.23 17.54 16.53
Category Rank 1/2 1/2 1/2 2/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Small Cap Fund - (G) 278.3139 0.00 11.32 20.60 19.82 31,773.74 1.58 5,000.00 invest
Quant Small Cap Fund - (IDCW) 221.3302 0.00 11.32 20.60 19.86 31,773.74 1.58 5,000.00 invest
Kotak Small Cap Fund (IDCW) 115.3490 0.00 1.66 13.44 13.83 17,806.38 1.68 100.00 invest
Kotak Small Cap Fund (G) 264.4000 0.00 1.66 13.44 13.83 17,806.38 1.68 100.00 invest
The Wealth Company Small Cap Fund - Regular (IDCW) 11.3196 0.00 0.00 0.00 0.00 67.87 2.33 10,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-MTAR Technologie May 31, 2026 208.72 5.67 65.46
Reverse Repo-TREPS May 31, 2026 154.76 4.20 39.29
Equity-Aster DM Health. May 31, 2026 122.46 3.33 31.91
Equity-SJS Enterprises May 31, 2026 121.52 3.30 26.19
Equity-Rategain Travel May 31, 2026 114.55 3.11 30.45
Equity-PNB Housing May 31, 2026 98.64 2.68 20.83
Equity-Craftsman Auto May 31, 2026 95.79 2.60 -0.89
Equity-Eternal May 31, 2026 90.57 2.46 49.45
Equity-Affle 3i May 31, 2026 88.75 2.41 0.70
Equity-EID Parry May 31, 2026 78.96 2.15 -13.35

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Small Cap Fund (IDCW)
Contact Person
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
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com