Sundaram Small Cap Fund
Small CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹281.79+0.69%1 day
- Return since launch
- 16.7%
- 52-week range
- ₹224.18 — ₹301.31
- AUM
- ₹4,107 Cr
Sundaram Small Cap Fund is a Small Cap equity fund from Sundaram Mutual Fund with ₹4,107 Cr under management, launched in 2005. Over three years it has returned 8.3% a year, against 12.9% for its category. The expense ratio is 2.03% and the SEBI riskometer reading is Very High.
Performance
Sundaram Small Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +6.7% against +7.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 7.7% | −0.5 pts | 8.2% | 12.1% |
| 2Y | 8.4% | −0.8 pts | 9.2% | 8.5% |
| 3Y | 8.3% | −4.7 pts | 12.9% | 8.0% |
| 5Y | 13.9% | +0.8 pts | 13.2% | 13.2% |
| 7Y | 19.0% | +0.1 pts | 19.0% | 17.8% |
| 10Y | 16.7% | +0.7 pts | 15.9% | 16.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.3% | −1.5 pts | -0.8% | -1.0% |
| 3M | -5.2% | −2.7 pts | -2.5% | -3.0% |
| 6M | 1.9% | −4.0 pts | 5.9% | 5.0% |
| 1Y | 6.7% | −1.5 pts | 8.2% | 7.6% |
| 2Y | 4.4% | +0.8 pts | 3.6% | 2.9% |
| 3Y | 12.9% | 0.0 pts | 12.9% | 12.5% |
| 5Y | 13.0% | −0.2 pts | 13.2% | 12.4% |
| 7Y | 21.0% | −1.1 pts | 22.1% | 19.8% |
| 10Y | 13.8% | −2.1 pts | 15.9% | 14.2% |
Since launch (3 Jan 2005): 16.7%
Calendar-year returns
Category average27.8%
63.3%
-2.1%
45.3%
18.9%
0.4%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 0.4% | +3.7 pts | -3.3% |
| 2024 | 18.9% | −9.3 pts | 28.2% |
| 2023 | 45.3% | +2.5 pts | 42.8% |
| 2022 | -2.1% | −4.8 pts | 2.7% |
| 2021 | 63.3% | −1.7 pts | 65.0% |
| 2020 | 27.8% | −4.3 pts | 32.1% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.02%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.63%
- Brokerage
- 0.04%
- Transaction charges
- 0.00%
- Statutory levies
- 0.35%
- Exit load
- For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Smallcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 2.12 | 6.95 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.88 | 0.91 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.42 | 0.65 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.66 | 0.99 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 20.07 | 20.78 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Sundaram Small Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity95.9%
- Debt0.8%
- Other3.4%
Market cap split
- Large10.4%
- Mid6.3%
- Small83.3%
- P/E
- 27.08
- P/B
- 3.08
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| MTAR Technologies Ltd. | Capital Goods | 5.03% | ₹207 Cr | +5.21% | +4.06% | +2.22% |
| Others | Others | 3.38% | ₹139 Cr | +0.74% | +1.19% | +0.61% |
| RateGain Travel Technologies Ltd. | Technology | 3.18% | ₹131 Cr | +3.56% | +2.25% | +2.72% |
| SJS Enterprises Ltd. | Automobile | 3.17% | ₹130 Cr | +3.31% | +3.00% | +2.79% |
| Eternal Ltd. | Services | 3.16% | ₹130 Cr | +2.77% | +2.55% | +1.46% |
| Aster DM Quality Care Ltd. | Healthcare | 2.83% | ₹116 Cr | +3.41% | +3.78% | +3.56% |
| Affle 3I Ltd. | Technology | 2.62% | ₹108 Cr | +2.42% | +2.89% | +3.09% |
| PNB Housing Finance Ltd. | Financial | 2.61% | ₹107 Cr | +2.57% | +2.51% | +2.56% |
| Safari Industries (India) Ltd. | Consumer Discretionary | 2.24% | ₹92.18 Cr | +2.05% | +2.21% | +2.83% |
| DCB Bank Ltd. | Financial | 2.09% | ₹85.92 Cr | +2.13% | +2.36% | +1.75% |
| Interglobe Aviation Ltd. | Services | 2.08% | ₹85.35 Cr | +1.24% | — | — |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | 2.02% | ₹82.97 Cr | +2.12% | +2.72% | +2.76% |
| Craftsman Automation Ltd. | Automobile | 1.96% | ₹80.33 Cr | +2.38% | +2.49% | +2.86% |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.92% | ₹78.93 Cr | +1.83% | +1.96% | +2.23% |
| Axis Bank Ltd. | Financial | 1.86% | ₹76.53 Cr | +1.90% | +2.13% | +1.52% |
| Adani Ports and Special Economic Zone Ltd. | Services | 1.71% | ₹70.17 Cr | +1.82% | +1.72% | +1.64% |
| Brigade Enterprises Ltd. | Construction | 1.54% | ₹63.15 Cr | +1.42% | +1.38% | +1.58% |
| Kalpataru Projects International Ltd. | Capital Goods | 1.50% | ₹61.62 Cr | +1.19% | +1.20% | +1.27% |
| KSB Ltd. | Capital Goods | 1.50% | ₹61.52 Cr | +1.78% | +1.92% | +1.77% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | 1.46% | ₹59.83 Cr | +1.44% | +0.97% | — |
| Ujjivan Small Finance Bank Ltd. | Financial | 1.45% | ₹59.63 Cr | +1.62% | +1.80% | +2.31% |
| Clean Science And Technology Ltd. | Chemicals | 1.45% | ₹59.58 Cr | — | — | — |
| Greenpanel Industries Ltd. | Materials | 1.42% | ₹58.43 Cr | +1.14% | +1.28% | +1.72% |
| Aavas Financiers Ltd. | Financial | 1.42% | ₹58.29 Cr | +1.70% | +1.57% | — |
| Angel One Ltd. | Financial | 1.41% | ₹57.81 Cr | +1.80% | +1.61% | +1.43% |
| Chalet Hotels Ltd. | Services | 1.38% | ₹56.59 Cr | +1.41% | +1.58% | +1.91% |
| Ellenbarrie Industrial Gases Ltd. | Chemicals | 1.32% | ₹54.26 Cr | +0.78% | — | — |
| OnEMI Technology Solutions Ltd. | Financial | 1.31% | ₹53.90 Cr | +1.05% | — | — |
| Balrampur Chini Mills Ltd. | Consumer Staples | 1.27% | ₹52.12 Cr | +1.70% | +1.97% | +1.62% |
| Info Edge (India) Ltd. | Services | 1.25% | ₹51.15 Cr | +1.04% | +1.33% | +1.40% |
| Ashok Leyland Ltd. | Automobile | 1.21% | ₹49.77 Cr | — | — | — |
| Elecon Engineering Company Ltd. | Capital Goods | 1.21% | ₹49.68 Cr | +1.48% | +1.15% | — |
| Equitas Small Finance Bank Ltd. | Financial | 1.20% | ₹49.49 Cr | +1.38% | +1.40% | +1.61% |
| Neuland Laboratories Ltd. | Healthcare | 1.16% | ₹47.48 Cr | +2.15% | +1.81% | +1.96% |
| Dhoot Transmission Ltd. | Capital Goods | 1.15% | ₹47.10 Cr | — | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.12% | ₹46.09 Cr | +1.34% | +1.52% | +0.94% |
| Natco Pharma Ltd. | Healthcare | 1.11% | ₹45.65 Cr | +1.48% | +1.97% | +1.34% |
| Bandhan Bank Ltd. | Financial | 1.11% | ₹45.58 Cr | +0.37% | +0.24% | — |
| Kovai Medical Center & Hospital Ltd. | Healthcare | 1.10% | ₹45.24 Cr | +1.17% | +1.27% | +1.38% |
| Ion Exchange (India) Ltd. | Capital Goods | 1.10% | ₹45.19 Cr | +1.16% | +1.18% | +1.18% |
| Larsen & Toubro Ltd. | Construction | 1.09% | ₹44.80 Cr | +1.28% | +1.40% | +1.31% |
| Five-Star Business Finance Ltd. | Financial | 1.09% | ₹44.73 Cr | +1.09% | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 1.09% | ₹44.59 Cr | +1.10% | +1.04% | +1.10% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.08% | ₹44.41 Cr | +1.26% | +1.46% | +0.96% |
| Sanofi Consumer Healthcare India Ltd. | Healthcare | 1.07% | ₹43.96 Cr | +1.37% | +1.67% | +1.64% |
| Granules India Ltd. | Healthcare | 1.03% | ₹42.33 Cr | — | — | — |
| Sapphire Foods India Ltd. | Services | 1.00% | ₹41.13 Cr | — | — | — |
| Delhivery Ltd. | Services | 0.97% | ₹39.67 Cr | — | — | — |
| CSB Bank Ltd. | Financial | 0.94% | ₹38.64 Cr | +1.09% | +1.42% | +1.71% |
| RHI Magnesita India Ltd. | Capital Goods | 0.93% | ₹38.03 Cr | +0.94% | +1.23% | +1.33% |
| Medi Assist Healthcare Services Ltd. | Services | 0.92% | ₹37.83 Cr | +1.02% | +1.00% | +1.43% |
| Senco Gold Ltd. | Consumer Discretionary | 0.88% | ₹36.12 Cr | +0.96% | +1.05% | +0.87% |
| Deepak Nitrite Ltd. | Chemicals | 0.85% | ₹34.74 Cr | +0.91% | +0.98% | +0.60% |
| SKF India (Industrial) Ltd. | Capital Goods | 0.83% | ₹34.12 Cr | +0.92% | +0.61% | — |
| Cyient Ltd. | Technology | 0.80% | ₹32.97 Cr | +0.71% | +0.79% | +1.08% |
| Ceat Ltd. | Automobile | 0.78% | ₹31.86 Cr | +0.88% | +1.12% | +1.42% |
| Westlife Foodworld Ltd. | Services | 0.76% | ₹31.38 Cr | +0.67% | +1.11% | +1.49% |
| Reserve Bank of India | Financial | 0.75% | ₹30.83 Cr | +0.79% | — | — |
| Birla Corporation Ltd. | Materials | 0.74% | ₹30.37 Cr | +0.92% | +1.01% | +1.18% |
| One 97 Communications Ltd. | Services | 0.73% | ₹29.97 Cr | — | — | — |
| Gujarat Energy Ltd. | Energy | 0.70% | ₹28.79 Cr | +1.02% | — | — |
| Esab India Ltd. | Capital Goods | 0.70% | ₹28.78 Cr | +0.77% | +0.86% | +0.89% |
| Gland Pharma Ltd. | Healthcare | 0.70% | ₹28.71 Cr | +0.64% | +0.42% | — |
| K.P.R. Mill Ltd. | Textiles | 0.70% | ₹28.55 Cr | +0.79% | +0.89% | +0.82% |
| R Systems International Ltd. | Technology | 0.69% | ₹28.20 Cr | +0.61% | +0.79% | +1.21% |
| TD Power Systems Ltd. | Capital Goods | 0.63% | ₹25.98 Cr | +0.27% | +0.66% | +1.07% |
| Emami Ltd. | Consumer Staples | 0.62% | ₹25.59 Cr | +0.71% | +0.89% | +1.09% |
| Orient Electric Ltd. | Consumer Discretionary | 0.62% | ₹25.35 Cr | +0.73% | +0.84% | +0.94% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | 0.56% | ₹23.10 Cr | — | — | — |
| UTI Asset Management Company Ltd. | Financial | 0.56% | ₹22.83 Cr | +0.72% | +0.94% | +0.98% |
| Sobha Ltd. | Construction | 0.53% | ₹21.96 Cr | +0.64% | +0.72% | +0.83% |
| Ganesha Ecosphere Ltd. | Textiles | 0.53% | ₹21.78 Cr | +0.51% | +0.79% | +0.98% |
| Navin Fluorine International Ltd. | Chemicals | 0.37% | ₹15.17 Cr | +0.37% | +0.38% | +0.62% |
| Orient Cables (India) Ltd. | Capital Goods | 0.34% | ₹14.00 Cr | — | — | — |
| Birlasoft Ltd. | Technology | 0.27% | ₹11.15 Cr | +0.30% | +0.46% | +0.53% |
| GSPL Transmission Ltd. | Energy | 0.14% | ₹5.83 Cr | — | — | — |
| Hindustan Dorr-Oliver Ltd. | Capital Goods | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 0.01% | 2.40% | +2.40% |
| Ashok Leyland Ltd. | 0.00% | 1.21% | +1.21% |
| Delhivery Ltd. | 0.00% | 0.97% | +0.97% |
| Electronics Mart India Ltd. | 0.84% | 0.00% | -0.84% |
| Craftsman Automation Ltd. | 2.63% | 1.96% | -0.67% |
| Kirloskar Ferrous Industries Ltd. | 0.00% | 0.56% | +0.56% |
| MTAR Technologies Ltd. | 4.49% | 5.03% | +0.54% |
| Clean Science And Technology Ltd. | 1.01% | 1.45% | +0.44% |
| Sapphire Foods India Ltd. | 0.57% | 1.00% | +0.43% |
| Neuland Laboratories Ltd. | 1.59% | 1.16% | -0.43% |
| Dhoot Transmission Ltd. | 1.55% | 1.15% | -0.40% |
| Carborundum Universal Ltd. | 0.35% | 0.00% | -0.35% |
| Orient Cables (India) Ltd. | 0.00% | 0.34% | +0.34% |
| SJS Enterprises Ltd. | 3.46% | 3.17% | -0.28% |
| RateGain Travel Technologies Ltd. | 3.46% | 3.18% | -0.28% |
| DCB Bank Ltd. | 2.33% | 2.09% | -0.24% |
| Interglobe Aviation Ltd. | 1.84% | 2.08% | +0.24% |
| OnEMI Technology Solutions Ltd. | 1.08% | 1.31% | +0.23% |
| Shivalik Bimetal Controls Ltd. | 0.22% | 0.00% | -0.22% |
| Adani Ports and Special Economic Zone Ltd. | 1.50% | 1.71% | +0.21% |
| Aster DM Quality Care Ltd. | 3.04% | 2.83% | -0.20% |
| Bandhan Bank Ltd. | 0.91% | 1.11% | +0.20% |
| Brigade Enterprises Ltd. | 1.73% | 1.54% | -0.20% |
| E.I.D. - Parry (India) Ltd. | 2.21% | 2.02% | -0.19% |
| Venus Pipes & Tubes Ltd. | 1.28% | 1.46% | +0.18% |
| Prudent Corporate Advisory Services Ltd. | 1.26% | 1.09% | -0.17% |
| Amber Enterprises India Ltd. | 1.27% | 1.12% | -0.14% |
| Elecon Engineering Company Ltd. | 1.07% | 1.21% | +0.14% |
| Ellenbarrie Industrial Gases Ltd. | 1.18% | 1.32% | +0.14% |
| Ion Exchange (India) Ltd. | 0.96% | 1.10% | +0.14% |
| Affle 3I Ltd. | 2.74% | 2.62% | -0.12% |
| Cholamandalam Financial Holdings Ltd. | 2.04% | 1.92% | -0.11% |
| Deepak Nitrite Ltd. | 0.96% | 0.85% | -0.11% |
| KSB Ltd. | 1.40% | 1.50% | +0.10% |
| Safari Industries (India) Ltd. | 2.34% | 2.24% | -0.10% |
| GSPL Transmission Ltd. | 0.05% | 0.14% | +0.09% |
| R Systems International Ltd. | 0.59% | 0.69% | +0.09% |
| Axis Bank Ltd. | 1.95% | 1.86% | -0.09% |
| CSB Bank Ltd. | 1.03% | 0.94% | -0.09% |
| Sanofi Consumer Healthcare India Ltd. | 1.15% | 1.07% | -0.08% |
| Info Edge (India) Ltd. | 1.33% | 1.25% | -0.08% |
| Chalet Hotels Ltd. | 1.46% | 1.38% | -0.08% |
| Orient Electric Ltd. | 0.69% | 0.62% | -0.08% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.16% | 1.08% | -0.08% |
| Equitas Small Finance Bank Ltd. | 1.28% | 1.20% | -0.07% |
| Medi Assist Healthcare Services Ltd. | 0.99% | 0.92% | -0.07% |
| Larsen & Toubro Ltd. | 1.16% | 1.09% | -0.07% |
| Esab India Ltd. | 0.77% | 0.70% | -0.07% |
| Senco Gold Ltd. | 0.94% | 0.88% | -0.06% |
| SKF India (Industrial) Ltd. | 0.88% | 0.83% | -0.05% |
| Greenpanel Industries Ltd. | 1.37% | 1.42% | +0.05% |
| Angel One Ltd. | 1.46% | 1.41% | -0.05% |
| Cyient Ltd. | 0.85% | 0.80% | -0.04% |
| Balrampur Chini Mills Ltd. | 1.31% | 1.27% | -0.04% |
| Eternal Ltd. | 3.20% | 3.16% | -0.04% |
| RHI Magnesita India Ltd. | 0.88% | 0.93% | +0.04% |
| Aavas Financiers Ltd. | 1.46% | 1.42% | -0.04% |
| K.P.R. Mill Ltd. | 0.73% | 0.70% | -0.04% |
| PNB Housing Finance Ltd. | 2.65% | 2.61% | -0.04% |
| Granules India Ltd. | 1.00% | 1.03% | +0.03% |
| Westlife Foodworld Ltd. | 0.73% | 0.76% | +0.03% |
| Emami Ltd. | 0.59% | 0.62% | +0.03% |
| Ceat Ltd. | 0.80% | 0.78% | -0.03% |
| Five-Star Business Finance Ltd. | 1.11% | 1.09% | -0.03% |
| Gujarat Energy Ltd. | 0.72% | 0.70% | -0.02% |
| Birla Corporation Ltd. | 0.76% | 0.74% | -0.02% |
| Ujjivan Small Finance Bank Ltd. | 1.47% | 1.45% | -0.02% |
| Birlasoft Ltd. | 0.29% | 0.27% | -0.02% |
| Navin Fluorine International Ltd. | 0.38% | 0.37% | -0.01% |
| TD Power Systems Ltd. | 0.62% | 0.63% | +0.01% |
| UTI Asset Management Company Ltd. | 0.54% | 0.56% | +0.01% |
| Gland Pharma Ltd. | 0.69% | 0.70% | +0.01% |
| Reserve Bank of India | 0.74% | 0.75% | +0.01% |
| Sobha Ltd. | 0.54% | 0.53% | -0.01% |
| One 97 Communications Ltd. | 0.74% | 0.73% | -0.01% |
| Natco Pharma Ltd. | 1.12% | 1.11% | -0.01% |
| Ganesha Ecosphere Ltd. | 0.54% | 0.53% | 0.00% |
| Kalpataru Projects International Ltd. | 1.50% | 1.50% | 0.00% |
| Kovai Medical Center & Hospital Ltd. | 1.10% | 1.10% | 0.00% |
| Hindustan Dorr-Oliver Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,980 Cr | 2.04% | 22.0% | 13.6% | 19.5% |
 Bandhan Small Cap Fund | ₹35,856 Cr | 1.73% | 11.0% | 11.3% | 19.5% |
 Invesco India Small Cap Fund | ₹16,321 Cr | 1.83% | 24.4% | 15.3% | 20.0% |
 Mahindra Manulife Small Cap Fund | ₹5,373 Cr | 2.17% | 21.8% | 12.1% | — |
 Bank of India Small Cap Fund | ₹3,685 Cr | 2.25% | 31.1% | 15.8% | 18.8% |
 ITI Small Cap Fund | ₹3,666 Cr | 2.20% | 21.6% | 13.7% | 19.6% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund managers
- Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM AhmedabadPrior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months1.85% absolute | ₹60,000 | ₹61,110 | 1.85% | |
| 1 year6.67% annualised | ₹1,20,000 | ₹1,24,425 | 3.69% | |
| 3 years12.91% annualised | ₹3,60,000 | ₹4,41,528 | 22.65% | |
| 5 years13.01% annualised | ₹6,00,000 | ₹8,48,269 | 41.38% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Sundaram Small Cap Fund?
The NAV of Sundaram Small Cap Fund is ₹281.79 as on 9 Nov 2026.
What is the expense ratio of Sundaram Small Cap Fund?
The expense ratio of Sundaram Small Cap Fund is 2.03% per year.
What is the minimum SIP amount for Sundaram Small Cap Fund?
You can start a SIP in Sundaram Small Cap Fund with ₹3,000 a month.
What returns has Sundaram Small Cap Fund given?
Sundaram Small Cap Fund has returned 7.7% over 1 year, 8.3% over 3 years and 13.9% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Small Cap Fund?
Lock-in: None. Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days..
How risky is Sundaram Small Cap Fund?
Sundaram Small Cap Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap category.
Which fund house manages Sundaram Small Cap Fund?
Sundaram Small Cap Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹82,589 Cr under management.