Sundaram Small Cap Fund Regular Plan - Growth
NAV as on 07-07-2025
₹ 262.1762
₹
-0.82
(
-0.3143%)
AUM as on 30-05-2025
3,310.72 Cr
Rtn (Since Inception)
17.3%
Sundaram Small Cap Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 10-02-2005 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Smallcap 250 TRI |
| TER: | 1.94% As on (31-05-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 3,310.72 Cr As on (30-05-2025) |
| Turn over: | 47 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. |
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 | 3.8 | 23.02 | 25.35 | 31.64 | 14.02 |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 12.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | 10.53 | 38.73 | 33.81 | 35.81 | 0.0 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 8.74 | 30.77 | 30.47 | 33.18 | 0.0 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 6.61 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Small Cap Reg Gr | 01-12-2020 | 6.32 | 23.25 | 23.49 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | 6.11 | 19.77 | 18.48 | 0.0 | 0.0 |
| Axis Small Cap Reg Gr | 05-11-2013 | 5.69 | 22.46 | 24.05 | 30.33 | 18.7 |
| DSP Small Cap Reg Gr | 15-06-2007 | 5.48 | 23.65 | 24.96 | 31.83 | 17.21 |
| HDFC Small Cap Reg Gr | 02-04-2008 | 3.74 | 21.42 | 28.02 | 33.77 | 18.46 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
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
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.