NAV
₹320.9129
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +12.04%
- 3Y
- +18.00%
- 5Y
- +17.30%
- Since Inception
- +17.86%
SIP returns (XIRR)
- 1Y
- +19.79%
- 3Y
- +14.08%
- 5Y
- +17.66%
- Since Inception
- +18.20%
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks9.00%
- Auto Components8.00%
- Pharmaceuticals & Biotechnology7.00%
- Consumer Durables7.00%
- Industrial Products7.00%
- Finance6.00%
- Electrical Equipment6.00%
- Healthcare Services5.00%
- Retailing5.00%
- IT - Services4.00%
- Capital Markets4.00%
- Leisure Services3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Small Cap Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Small Cap Fund Regular Plan - Growth
- 1Mtar Technologies Ltd4.06%
- 2Aster Dm Healthcare Ltd3.78%
- 3S.J.S. Enterprises Ltd3.00%
- 4Affle (India) Ltd2.89%
- 5Eid Parry India Ltd2.72%
- 6Zomato Ltd2.55%
- 7Pnb Housing Finance Ltd2.51%
- 8Craftsman Automation Ltd2.49%
- 9Dcb Bank Ltd2.36%
- 10Rate Gain Travel Technologies Ltd2.25%
Investment Objective
Sundaram Small Cap Fund · Direct · 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 · Direct · Growth is a Small Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.
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