Mutual Fund Details

Sundaram Small Cap Fund Direct-Growth

Equity Small Cap

NAV

₹266.4668

as on 07 Feb 2025, 10:48 PM

₹-3.3627(1.25%)

Last Change

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,61,852

₹1,67,488

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹67,488

Profit (absolute return)

67.49%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

8.06%

In the last 6 months

2.59%

In the last 1 year

7.63%

In the last 3 years

67.49%

In the last 5 years

221.69%

In the last 10 years

306.69%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Small Cap Fund Direct-Growth

as of 31 Dec 2024, 05:30 AM

₹3,401.44 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

0.93%

Expense Ratio

Plan

Growth

4.23%

Cash Holding

Benchmark

NIFTY Smallcap 250 Total Return Index

Scheme Document

View

Benchmark

NIFTY Smallcap 250 Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Sector

Financial

16.84%

₹572.68 Cr

Capital Goods

13.96%

₹474.97 Cr

Services

10.69%

₹363.54 Cr

Healthcare

9.62%

₹327.22 Cr

Technology

8.34%

₹283.65 Cr

Others

40.55%

₹1,379.29 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Sector

Financial

16.84%

₹572.68 Cr

Capital Goods

13.96%

₹474.97 Cr

Services

10.69%

₹363.54 Cr

Healthcare

9.62%

₹327.22 Cr

Technology

8.34%

₹283.65 Cr

Others

40.55%

₹1,379.29 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Company

Cholamandalam Financial Holdings Ltd.

3.06%

₹104.08 Cr

Can Fin Homes Ltd.

3.00%

₹102.04 Cr

KSB Ltd.

2.71%

₹92.18 Cr

Ujjivan Small Finance Bank Ltd.

2.55%

₹86.74 Cr

Others

88.68%

₹3,016.40 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Dec 2024

Sort By

Value

Company

Cholamandalam Financial Holdings Ltd.

3.06%

₹104.08 Cr

Can Fin Homes Ltd.

3.00%

₹102.04 Cr

KSB Ltd.

2.71%

₹92.18 Cr

Ujjivan Small Finance Bank Ltd.

2.55%

₹86.74 Cr

Others

88.68%

₹3,016.40 Cr

View All

Funds in this Category

This fund's returns:

18.74%

Return Duration

3 Years

Bandhan Small Cap Fund Direct-Growth

Invesco India Smallcap Fund Direct - Growth

ITI Small Cap Fund Direct - Growth

About Sundaram Small Cap Fund Direct-Growth

Sundaram Small Cap Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹3,401.44 Crores and the latest NAV decalared is ₹266.467 as on 10 Feb 2025 at 12:20 pm.

Sundaram Small Cap Fund Direct-Growth scheme return performance in last 1 year is 7.63%, in last 3 years is 67.49% and 671.82% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.