A Oneindia Venture

Sundaram Small Cap Fund

Equity Small Cap Regular
Regular
Direct

3 Year Absolute Returns

75.44% ↑

NAV (₹) on 17 Apr 2026

262.80

1 Day NAV Change

1.45%

Risk Level

Very High Risk

Rating

Sundaram Small Cap Fund is a Equity mutual fund categorized under MidsmallCap, offered by Sundaram Asset Management Company Ltd.. Launched on 15 Feb 2005, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
15 Feb 2005
Min. Lumpsum Amount
₹ 100
Fund Age
21 Yrs
AUM
₹ 2,982.57 Cr.
Benchmark
Nifty Smallcap 100
Expense Ratio
1.97%
Scheme Type
Open Ended
Exit Load
1%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 2,982.57 Cr

Equity
284.34%
Money Market & Cash
15.67%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 9.35%
Hospitals & Medical Services 5.05%
Pharmaceuticals 4.92%
Engineering - General 4.90%
Finance & Investments 4.61%
IT Consulting & Software 4.29%
Finance - Housing 4.08%
Aerospace & Defense 4.06%
Entertainment & Media 3.66%
Auto Ancl - Others 3.00%
Treps/Reverse Repo 2.94%
Chemicals - Speciality 2.85%
Diversified 2.72%
Hotels, Resorts & Restaurants 2.69%
E-Commerce/E-Retail 2.55%
Domestic Appliances 2.36%
Packaging & Containers 2.21%
Realty 2.10%
Sugar 1.97%
Pumps 1.92%
Engineering - Heavy 1.81%
Port & Port Services 1.72%
Auto Ancl - Susp. & Braking - Others 1.46%
Construction, Contracting & Engineering 1.40%
Internet & Catalogue Retail 1.33%
Plywood/Laminates 1.28%
Refractories 1.23%
Power - Transmission/Equipment 1.20%
Tyres & Tubes 1.12%
Gems, Jewellery & Precious Metals 1.05%
Cement 1.01%
Gas Transmission/Marketing 1.00%
Insurance Distributor 1.00%
Chemicals - Inorganic - Others 0.98%
Steel - Tubes/Pipes 0.97%
Steel - General 0.96%
Finance - Mutual Funds 0.94%
Textiles - Spinning - Cotton Blended 0.89%
Personal Care 0.89%
Consumer Electronics 0.86%
Welding Equipments 0.86%
Textiles - Processing/Texturising 0.79%
Abrasives And Grinding Wheels 0.72%
Mutual Fund Units 0.71%
Bearings 0.61%
Cash 0.60%
Chemicals - Others 0.38%

Stock Holdings

Name Weightage Value (in Cr.) Sector
MTAR Technologies Ltd 4.06% ₹ 121.20 Aerospace & Defense
Aster DM Healthcare Ltd 3.78% ₹ 112.65 Hospitals & Medical Services
S.J.S. Enterprises Ltd 3.00% ₹ 89.53 Auto Ancl - Others
TREPS 2.94% ₹ 87.77 Others
Affle (IndiLtd 2.89% ₹ 86.12 Entertainment & Media
EID Parry India Ltd 2.72% ₹ 81.06 Diversified
Zomato Ltd 2.55% ₹ 76.11 E-Commerce/E-Retail
PNB Housing Finance Ltd 2.51% ₹ 74.95 Finance - Housing
Craftsman Automation Ltd 2.49% ₹ 74.33 Engineering - General
DCB Bank Ltd 2.36% ₹ 70.36 Finance - Banks - Private Sector
Rate Gain Travel Technologies Ltd 2.25% ₹ 67.24 IT Consulting & Software
Safari Industries (IndiLtd 2.21% ₹ 66.03 Packaging & Containers
Axis Bank Ltd 2.13% ₹ 63.50 Finance - Banks - Private Sector
Natco Pharma Ltd 1.97% ₹ 58.80 Pharmaceuticals
Balrampur Chini Mills Ltd 1.97% ₹ 58.88 Sugar
Cholamandalam Financial Holdings Ltd 1.96% ₹ 58.46 Finance & Investments
KSB LTD 1.92% ₹ 57.26 Pumps
Neuland Laboratories Ltd 1.81% ₹ 53.95 Pharmaceuticals
Ujjivan Small Finance Bank Ltd 1.80% ₹ 53.61 Finance - Banks - Private Sector
Adani Ports and Special Economic Zone Ltd 1.72% ₹ 51.22 Port & Port Services
Sanofi Consumer Healthcare India Ltd 1.67% ₹ 49.83 Chemicals - Speciality
Angel One Ltd 1.61% ₹ 48 Finance & Investments
Chalet Hotels Ltd 1.58% ₹ 47.01 Hotels, Resorts & Restaurants
Aavas Financiers Ltd 1.57% ₹ 46.74 Finance - Housing
Amber Enterprises India Ltd 1.52% ₹ 45.24 Domestic Appliances
ZF Commercial Vehicle Control Systems I Ltd 1.46% ₹ 43.53 Auto Ancl - Susp. & Braking - Others
CSB Bank Ltd 1.42% ₹ 42.30 Finance - Banks - Private Sector
Larsen & Toubro Ltd 1.40% ₹ 41.75 Construction, Contracting & Engineering
Equitas Small Finance Bank Limited 1.40% ₹ 41.73 Finance - Banks - Private Sector
Brigade Enterprises Ltd 1.38% ₹ 41.18 Realty
Info Edge (IndiLtd 1.33% ₹ 39.70 Internet & Catalogue Retail
Green Panel Industries Ltd 1.28% ₹ 38.19 Plywood/Laminates
Kovai Medical Center & Hospital Ltd 1.27% ₹ 37.83 Hospitals & Medical Services
RHI Magnesita India Ltd 1.23% ₹ 36.60 Refractories
Tega Industries Ltd 1.23% ₹ 36.83 Engineering - General
Kalpataru Projects International Ltd 1.20% ₹ 35.64 Power - Transmission/Equipment
Neogen Chemicals Ltd 1.18% ₹ 35.25 Chemicals - Speciality
Ion Exchange (IndiLtd 1.18% ₹ 35.21 Engineering - General
Elecon Engineering Company Ltd 1.15% ₹ 34.16 Engineering - Heavy
Ceat Ltd 1.12% ₹ 33.49 Tyres & Tubes
Westlife Foodworld Ltd 1.11% ₹ 33.19 Hotels, Resorts & Restaurants
Senco Gold Ltd 1.05% ₹ 31.38 Gems, Jewellery & Precious Metals
Prudent Corporate Advisory Services Ltd 1.04% ₹ 30.99 Finance & Investments
Birla Corporation Ltd 1.01% ₹ 30.17 Cement
Medi Assist Healthcare Services Ltd 1.00% ₹ 29.97 Insurance Distributor
Gujarat State Petronet Ltd 1.00% ₹ 29.82 Gas Transmission/Marketing
Deepak Nitrite Ltd 0.98% ₹ 29.22 Chemicals - Inorganic - Others
Venus Pipes & Tubes Ltd 0.97% ₹ 28.85 Steel - Tubes/Pipes
Shivalik Bimetal Controls Ltd 0.96% ₹ 28.54 Steel - General
UTI Asset Management Co Ltd 0.94% ₹ 27.96 Finance - Mutual Funds
K.P.R. Mill Ltd 0.89% ₹ 26.45 Textiles - Spinning - Cotton Blended
Emami Ltd 0.89% ₹ 26.56 Personal Care
Electronics Mart India Ltd 0.86% ₹ 25.77 Consumer Electronics
ESAB India Ltd 0.86% ₹ 25.79 Welding Equipments
Orient Electric Ltd 0.84% ₹ 25.06 Domestic Appliances
Cyient Ltd 0.79% ₹ 23.71 IT Consulting & Software
Ganesha Ecosphere Ltd 0.79% ₹ 23.61 Textiles - Processing/Texturising
R Systems International Ltd 0.79% ₹ 23.55 IT Consulting & Software
PVR INOX Ltd 0.77% ₹ 23.06 Entertainment & Media
JB Chemicals & Pharmaceuticals Ltd 0.72% ₹ 21.54 Pharmaceuticals
Carborundum Universal Ltd 0.72% ₹ 21.39 Abrasives And Grinding Wheels
Sobha Ltd 0.72% ₹ 21.34 Realty
Sundaram Money Market Fund-Direct Plan - Growth 0.71% ₹ 21.15 Others
TD Power Systems Ltd 0.66% ₹ 19.62 Engineering - Heavy
SKF India (Industrial) Ltd 0.61% ₹ 18.15 Bearings
Cash & Other Net Current Assets 0.60% ₹ 17.80 Others
Birlasoft Ltd 0.46% ₹ 13.65 IT Consulting & Software
Gland Pharma Ltd 0.42% ₹ 12.62 Pharmaceuticals
Navin Fluorine International Ltd 0.38% ₹ 11.34 Chemicals - Others
Bandhan Bank Ltd 0.24% ₹ 7.07 Finance - Banks - Private Sector

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -1.82% 13.13% 7.97% 20.61%
Category returns -1.55% 7.30% 14.28% 55.19%

Fund Objective

To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Equity - Small Cap

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
PGIM India Small Cap Fund - Direct Plan
Diversified Direct
0.90% 31.45% 0.00% ₹1,353 0.61%
Very High
PGIM India Small Cap Fund - Direct Plan
Diversified Direct
0.90% 31.45% 0.00% ₹1,353 0.61%
Very High
Axis Small Cap Fund - Direct Plan
Diversified Direct
-1.51% 30.83% 60.47% ₹23,919 0.56%
Very High
Axis Small Cap Fund - Direct Plan
Diversified Direct
-1.51% 30.83% 60.47% ₹23,919 0.56%
Very High
HSBC Small Cap Fund - Direct Plan
Diversified Direct
-0.93% 29.11% 86.92% ₹13,882 0.77%
Very High
HSBC Small Cap Fund - Direct Plan
Diversified Direct
-0.93% 29.11% 86.92% ₹13,882 0.77%
Very High
Franklin India Small Cap Fund - Direct Plan
Diversified Direct
-4.02% 27.76% 64.27% ₹11,724 0.96%
Very High
Axis Small Cap Fund
Diversified Regular
-2.52% 26.70% 51.19% ₹23,919 1.61%
Very High
Axis Small Cap Fund
Diversified Regular
-2.52% 26.70% 51.19% ₹23,919 1.61%
Very High
PGIM India Small Cap Fund
Diversified Regular
-0.54% 25.56% 0.00% ₹1,353 2.11%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Flexicap Fund
Diversified Regular
-2.10% 32.12% 0.00% ₹1,825 2.06%
Very High
Sundaram Flexicap Fund
Diversified Regular
-2.10% 32.12% 0.00% ₹1,825 2.06%
Very High
Sundaram Services Fund - Direct Plan
Sector Direct
-0.98% 31.76% 63.33% ₹4,146 0.69%
Very High
Sundaram Services Fund - Direct Plan
Sector Direct
-0.98% 31.76% 63.33% ₹4,146 0.69%
Very High
Sundaram Multi Cap Fund - Direct Plan
Diversified Direct
-5.10% 31.47% 51.85% ₹2,525 0.91%
Very High
Sundaram Multi Cap Fund - Direct Plan
Diversified Direct
-5.10% 31.47% 51.85% ₹2,525 0.91%
Very High
Sundaram Multi Cap Fund - Direct Plan
Diversified Direct
-5.10% 31.47% 51.85% ₹2,525 0.91%
Very High
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified Direct
0.70% 31.16% 44.84% ₹6,031 0.70%
Very High
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified Direct
0.70% 31.16% 44.84% ₹6,031 0.70%
Very High
Sundaram Financial Services Opportunities Fund
Sector Regular
-1.63% 30.68% 44.84% ₹1,439 2.11%
Very High

FAQs

What is the current NAV of Sundaram Small Cap Fund Regular Growth?

The current Net Asset Value (NAV) of Sundaram Small Cap Fund Regular Growth is ₹262.80 as of 17 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Small Cap Fund Regular Growth?

The Assets Under Management (AUM) of Sundaram Small Cap Fund Regular Growth is ₹2,982.57 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Small Cap Fund Regular Growth?

Sundaram Small Cap Fund Regular Growth has delivered returns of 13.13% (1 Year), 20.61% (3 Year), 19.42% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Small Cap Fund Regular Growth?

Sundaram Small Cap Fund Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Small Cap Fund Regular Growth?

The minimum lumpsum investment required for Sundaram Small Cap Fund Regular Growth is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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