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Sundaram Small Cap Fund(G)-Direct Plan

Sundaram Small Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+17.50%

5Y annualised

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NAV : 09 Sep 2026

₹336.03

Min. SIP amount

₹100

Fund size (AUM)

3899 Cr

Expense ratio

0.85%

Launched on

02 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Small Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,77,545

Stock Allocation

Stock nameSectorAllocation
Mtar Technologies LtdCapital Goods3.87%
TrepsCash & Cash Equivalents And Net Assets3.80%
Rate Gain Travel Technologies LtdIt3.59%

Fund Composition

3899 Cr

Large Cap

9.33%

Mid Cap

4.23%

Small Cap

80.01%

Others

6.42%

Sector Allocation

3899 Cr

Finance

10.86%

Healthcare

10.12%

It

9.42%

Bank

8.95%

Capital Goods

8.90%

Automobile & Ancillaries

8.86%

Cash & Cash Equivalents And Net Assets

4.41%

Retailing

4.10%

Others

34.01%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RS

Rohit Seksaria

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Small Cap Fund(G)-Direct Plan

+0.00%
B

Bank of India Small Cap Fund(G)-Direct Plan

+21.92%
M

Motilal Oswal Small Cap Fund(G)-Direct Plan

+0.00%
U

Union Small Cap Fund(G)-Direct Plan

+17.56%
I

ITI Small Cap Fund(G)-Direct Plan

+25.19%
A

Aditya Birla SL Small Cap Fund(G)-Direct Plan

+15.81%
M

Mahindra Manulife Small Cap Fund(G)-Direct Plan

+20.71%
J

JM Small Cap Fund(G)-Direct Plan

+0.00%

FAQs

Sundaram Small Cap Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 02 Jan 2013. This fund is managed by Rohit Seksaria. It is a Equity type of fund.

The current NAV of Sundaram Small Cap Fund(G)-Direct Plan is ₹336.03 (as of 09 Sep 2026).

Sundaram Small Cap Fund(G)-Direct Plan has delivered 17.73% in 1 year, 16.99% in 3 years, and 17.50% in 5 years (annualised).

The minimum SIP amount for Sundaram Small Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Small Cap Fund(G)-Direct Plan is 0.85%.

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