NAV
₹327.4234
as of 30 Sept 2026
Expense Ratio
0.97%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +15.94%
- 3Y
- +16.13%
- 5Y
- +16.17%
- Since Inception
- +17.80%
SIP returns (XIRR)
- 1Y
- +19.45%
- 3Y
- +13.31%
- 5Y
- +17.36%
- Since Inception
- +18.10%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Auto Components9.59%
- Banks8.97%
- Finance8.33%
- Consumer Durables6.62%
- Electrical Equipment6.17%
- Industrial Products5.78%
- Pharmaceuticals & Biotechnology5.54%
- Retailing5.37%
- IT - Services4.18%
- Healthcare Services4.14%
- IT - Software3.75%
- Chemicals & Petrochemicals3.53%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Small Cap Fund · Direct · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Fund HouseSundaram Mutual Fund
CategorySmall Cap
Launch Date01 Jan 2013
AMFI Code119589
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadExit load: w.e.f 1-JAN-13 - 1% if Redeemed within 12 months from the date of allotment.
Available transactions
PurchaseSIPRedeemSWPSwitchSTP
Portfolio holdings
as of 31 Aug 2026
portfolio shared with Sundaram Small Cap Fund Regular Plan - Growth
Holding% NAV
- 1Mtar Technologies Ltd4.49%
- 2Rate Gain Travel Technologies Ltd3.46%
- 3S.J.S. Enterprises Ltd3.46%
- 4Eternal Ltd (Previously Zomato Ltd)3.20%
- 5Aster Dm Healthcare Ltd3.04%
- 6Affle (India) Ltd2.74%
- 7Pnb Housing Finance Ltd2.65%
- 8Craftsman Automation Ltd2.63%
- 9Safari Industries (India) Ltd2.34%
- 10Dcb Bank Ltd2.33%
Rows per page· 73 total
Page 1/8
What this fund does
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 carry wider price swings than 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. The current expense ratio is 0.97%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years