Sundaram Small Cap Fund Regular Growth
Sundaram Mutual Fund
₹286.36 (+0.67%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
10.07% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.94%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Small-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,149
Invested ₹1,000
▲+14.93%1 year
₹1,101
Invested ₹1,000
▲+10.07%3 years
₹1,142
Invested ₹1,000
▲+14.25%5 years
₹1,134
Invested ₹1,000
▲+13.45%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Smallcap 250 TR INR |
|---|---|
| Secondary Index Name | Nifty Smallcap 250 TR INR |
| Index Name | Nifty Smallcap 250 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +10.07% | +14.25% | +13.45% | — |
| Cumulative returns (%) | +10.07% | +49.11% | +87.94% | +253.90% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.53 yrs |
About Fund
| Date of Incorporation | 15 Feb 2005 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| MTAR Technologies Ltd | 5.03% |
| Rategain Travel Technologies Ltd | 3.18% |
| SJS Enterprises Ltd | 3.17% |
| Eternal Ltd | 3.16% |
| Aster DM Quality Care Ltd Ordinary Shares | 2.83% |
| Craftsman Automation Ltd | 2.63% |
| Affle 3i Ltd | 2.62% |
| PNB Housing Finance Ltd | 2.61% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 2.31% |
| Sundaram Liquid Dir Gr | 2.25% |
| Safari Industries (India) Ltd | 2.24% |
| E I D Parry India Ltd | 2.23% |
| Cholamandalam Financial Holdings Ltd | 2.23% |
| Neuland Laboratories Ltd | 2.15% |
| DCB Bank Ltd | 2.09% |
| InterGlobe Aviation Ltd | 2.08% |
| Balrampur Chini Mills Ltd | 2.05% |
Investment Strategy
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.