Mutual Fund Details

Sundaram Small Cap Fund Direct-Growth

Equity Small Cap

NAV

₹242.6903

as on 21 Feb 2025, 11:19 PM

₹-1.1311(0.46%)

Last Change

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,57,792

₹1,63,277

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹63,277

Profit (absolute return)

63.28%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

10.59%

In the last 6 months

14.62%

In the last 1 year

0.49%

In the last 3 years

63.28%

In the last 5 years

189.02%

In the last 10 years

256.00%

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 Jan 2025, 05:30 AM

₹3,167.78 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

2.45%

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 Jan 2025

Sort By

Value

Sector

Financial

17.96%

₹568.81 Cr

Capital Goods

14.66%

₹464.55 Cr

Services

10.45%

₹331.09 Cr

Healthcare

9.30%

₹294.71 Cr

Technology

7.96%

₹252.14 Cr

Others

39.66%

₹1,256.34 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Jan 2025

Sort By

Value

Sector

Financial

17.96%

₹568.81 Cr

Capital Goods

14.66%

₹464.55 Cr

Services

10.45%

₹331.09 Cr

Healthcare

9.30%

₹294.71 Cr

Technology

7.96%

₹252.14 Cr

Others

39.66%

₹1,256.34 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Jan 2025

Sort By

Value

Company

Cholamandalam Financial Holdings Ltd.

3.06%

₹96.93 Cr

Can Fin Homes Ltd.

3.00%

₹95.03 Cr

KSB Ltd.

2.71%

₹85.85 Cr

Ujjivan Small Finance Bank Ltd.

2.55%

₹80.78 Cr

Others

88.68%

₹2,809.19 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Jan 2025

Sort By

Value

Company

Cholamandalam Financial Holdings Ltd.

3.06%

₹96.93 Cr

Can Fin Homes Ltd.

3.00%

₹95.03 Cr

KSB Ltd.

2.71%

₹85.85 Cr

Ujjivan Small Finance Bank Ltd.

2.55%

₹80.78 Cr

Others

88.68%

₹2,809.19 Cr

View All

Funds in this Category

This fund's returns:

17.74%

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 ₹3,167.78 Crores and the latest NAV decalared is ₹242.690 as on 24 Feb 2025 at 4:54 am.

Sundaram Small Cap Fund Direct-Growth scheme return performance in last 1 year is -0.49%, in last 3 years is 63.28% and 602.95% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.