
Sundaram Small Cap Fund(G)-Direct Plan
+17.50%
5Y annualised
+17.50%
5Y annualised
-0.49% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
9.33%
Mid Cap
4.23%
Small Cap
80.01%
Others
6.42%
Sector Allocation
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
Returns vs rankings
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
Rohit Seksaria
Present
Similar/Peer Fund Comparison
TRUSTMF Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
JM Small Cap Fund(G)-Direct Plan
FAQs
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