Sundaram Small Cap Fund Regular Plan - Growth
NAV as on 04-12-2025
₹ 261.3588
₹
-0.82
(
-0.3141%)
AUM as on 31-10-2025
3,495.63 Cr
Rtn (Since Inception)
16.91%
Sundaram Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 10-02-2005 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Smallcap 250 TRI |
| TER: | 1.93% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 3,495.63 Cr As on (31-10-2025) |
| Turn over: | 47 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Small Cap Reg Gr | 10-02-2005 | -1.66 | 11.33 | 19.33 | 23.9 | 13.63 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 2.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 0.08 | 10.88 | 0.0 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | -1.46 | 10.76 | 12.04 | 0.0 | 0.0 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | -2.3 | 17.29 | 23.39 | 27.11 | 0.0 |
| HDFC Small Cap Reg Gr | 02-04-2008 | -2.67 | 11.55 | 19.88 | 25.99 | 18.0 |
| Axis Small Cap Reg Gr | 05-11-2013 | -2.85 | 12.12 | 17.17 | 22.54 | 18.16 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | -2.87 | 22.45 | 28.74 | 27.18 | 0.0 |
| ICICI Pru Small Cap Gr | 01-10-2007 | -3.41 | 9.21 | 15.84 | 23.25 | 15.74 |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | -3.43 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
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Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Installment Amount
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