Returns (Lumpsum)
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Since Inception (Mar 2026)-1.88%
SIP Returns (XIRR)
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Fund Details
Fund HouseSundaram Mutual Fund
CategorySmall Cap
Plan Typeregular
Optiongrowth
AUM₹3,306 Cr
Expense Ratio1.94%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date27 Mar 2026
AMFI Code100795
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Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Small Cap Fund Regular Plan - Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
Sundaram Small Cap Fund Regular Plan - Growth is a Small Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹3,306 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.94%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations