Sundaram Small Cap Fund - Direct (G) logo

Sundaram Small Cap Fund Direct Growth

NAV ₹297.39 as on 17 Nov 2025

RiskVery High

Fund Size₹3,495.63Cr

NAV₹297.39 as on 17 Nov 2025
RiskVery High
Fund Size₹3,495.63Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

18.19%

Expense ratio

0.85%

Type

OPEN

AUM (Fund Size)

₹3,495.63

Risk Grade

Very High

Benchmark

Nifty Smallcap 250 TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Seksaria

Experience:

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Asset Allocation

TREPS 6.00%

Amber Enterp. 0.85%

Sundaram Money Fund - Direct (G) 0.59%

Margin Money For Derivatives 0.29%

Net CA & Others -0.87%

See All
Scheme Holding Summary

Debt Others

Healthcare

IT - Software

Aerospace & Defence

Sugar

Auto Ancillaries

Plastic products

Finance

Banks

Pharmaceuticals

Hotels & Restaurants

Realty

Sobha Ltd

0.83%

Plywood Boards/Laminates

Capital Goods-Non Electrical Equipment

KSB Ltd

1.63%

Marine Port & Services

E-Commerce/App based Aggregator

Stock/ Commodity Brokers

Miscellaneous

Refractories

Infrastructure Developers & Operators

Engineering

Hindustan Dorr-Oliver Ltd

0.00%

Quick Service Restaurant

Tyres

CEAT Ltd

1.19%

Chemicals

Gas Distribution

Cement

FMCG

Emami Ltd

1.03%

Non Ferrous Metals

Textiles

Capital Goods - Electrical Equipment

Consumer Durables

Retail

Entertainment

Diamond, Gems and Jewellery

Readymade Garments/ Apparells

Cables

Mutual Fund Units

Bearings

SKF India Industrial Ltd

0.57%

Financial Services

BSE Ltd

0.52%

Derivatives - Index

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹297.39.
The Sundaram Small Cap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. .
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Returns and Rankings

Category: Equity Small Cap Fund

1Y3Y5YAll
Fund returns8.63%7.09%5.01%1.40%
Category average3.20%6.48%5%-
Rank within category6812-

FAQ’s

What kind of returns does Sundaram Small Cap Fund Direct Growth provide?

Sundaram Small Cap Fund Direct Growth has given a return of 22.81% in the past 3 years.

What is the expense ratio charged by Sundaram Small Cap Fund Direct Growth?

The Expense Ratio charged by Sundaram Small Cap Fund Direct Growth is 0.85%.

What is the AUM size of Sundaram Small Cap Fund Direct Growth?

The AUM size of Sundaram Small Cap Fund Direct Growth is ₹3,495.63Cr.

What is the minimum SIP amount that you can invest in Sundaram Small Cap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Small Cap Fund Direct Growth .

What are the top stock holdings of Sundaram Small Cap Fund Direct Growth?

The top stock holdings of Sundaram Small Cap Fund Direct Growth include , Amber Enterprises India Ltd

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.