Sundaram Small Cap Fund Regular Plan - Growth

Buy

Category: Equity: Small Cap
Launch Date: 10-02-2005
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
Expense Ratio: 1.96% As on (30-04-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 295.59 Cr As on (31-03-2025)
Turn over: 47

NAV as on 08-05-2025

231.4599

-1.72 (-0.7451%)

CAGR Since Inception

16.73%

NIFTY Smallcap 250 TRI 15.9%

PERFORMANCE of Sundaram Small Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 08-05-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Small Cap Fund Regular Plan - Growth	0.98	19.03	33.2	13.33	16.73
NIFTY SMALLCAP 250 TRI	0.74	20.7	35.61	15.11	15.9
Equity: Small Cap	2.55	19.07	33.77	16.42	15.58

Yearly Performance (%)

Nav Movement

Fund Managers

Ravi Gopalakrishnan, Rohit Seksaria

Investment Objective

The scheme aims to achieve capital appreciation by investing atleast 65 per cent of its assets in diversified stocks that are generally termed as 'small and mid caps'. Small and midcaps are defined as any equity stock whose market capitalization is equal to or lower than the market capitalization of the largest market capitalization stock in CNX Midcap 200 index.

RETURNS CALCULATOR for Sundaram Small Cap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Select Start Date

Select Rolling Return Time Period

Riskometer

Key Performance and Risk Statistics of Sundaram Small Cap Fund Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Small Cap Fund Regular Plan - Growth	14.09	0.69	1.31	0.77	-	-
Equity: Small Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Small Cap Fund Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 08-05-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Small Cap Fund Regular Plan - Growth	10-02-2005	0.98	21.71	19.03	33.2	13.33
Motilal Oswal Small Cap Fund - Regular - Growth	01-12-2023	13.64	0.0	0.0	0.0	0.0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH	01-02-2020	10.69	37.35	27.06	35.51	0.0
Invesco India Smallcap Fund - Regular Plan - Growth	05-10-2018	9.56	29.17	24.1	33.62	0.0
UTI Small Cap Fund - Regular Plan - Growth Option	01-12-2020	9.1	21.75	16.83	0.0	0.0
Axis Small Cap Fund - Regular Plan - Growth	05-11-2013	8.02	21.49	18.39	30.25	17.82
ITI Small Cap Fund - Regular Plan - Growth Option	01-02-2020	4.42	30.99	24.89	29.63	0.0
Edelweiss Small Cap Fund - Regular Plan - Growth	01-02-2019	4.21	22.23	19.73	33.8	0.0
DSP Small Cap Fund - Regular - Growth	15-06-2007	2.61	21.23	16.16	32.54	16.04
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION	05-11-2023	2.59	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of Sundaram Small Cap Fund Regular Plan - Growth

Asset Allocation (%)