August 14, 2025
RA Jainee
Sundaram Small Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 278.7849
NAV IDCW: Rs 36.6354
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund Manager:
1) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Small Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.42% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,394 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.86% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 55.50% |
Trailing Returns (%) of Sundaram Small Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Small Cap Dir | -2.05 | 0.17 | -3.84 | 3.87 | 12.03 | 2.28 | 21.37 | 30.08 | 18.03 | 14.80 |
| BSE 250 SmallCap TRI | -4.98 | 0.63 | -4.70 | 5.92 | 11.81 | -2.90 | 22.79 | 29.36 | 16.37 | 15.25 |
| Equity: Small Cap | -4.86 | 0.47 | -4.01 | 5.63 | 11.10 | -0.97 | 22.35 | 30.82 | 18.92 | 17.59 |
| Rank within category | 7 | 42 | 19 | 38 | 12 | 10 | 17 | 14 | 9 | 11 |
| Number of funds in category | 43 | 47 | 46 | 46 | 45 | 42 | 28 | 22 | 13 | 12 |
Peer Comparison of Sundaram Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Small Cap Dir | 3 star | 2.28 | 21.37 | 30.08 | 0.86 | 3,394 | 18.42 | 1.00 (365) | 12Y 7M | 55.50 |
| Nippon India Small Cap Dir | 5 star | -2.90 | 24.97 | 34.51 | 0.64 | 65,922 | 25.11 | 1.00 (365) | 12Y 7M | 12.00 |
| Quant Small Cap Dir | 4 star | -6.35 | 26.33 | 37.21 | 0.71 | 29,463 | 17.89 | 1.00 (365) | 12Y 7M | 151.00 |
| Bandhan Small Cap Dir | 5 star | 5.96 | 31.56 | 33.93 | 0.40 | 14,062 | 34.17 | 1.00 (365) | 5Y 5M | 36.00 |
| Franklin India Small Cap Dir | 4 star | -5.98 | 23.93 | 31.66 | 0.90 | 13,825 | 20.88 | 1.00 (365) | 12Y 7M | 23.21 |
Portfolio Analysis of Sundaram Small Cap Fund
| No. of Stocks | 66 |
| Top 10 Stocks | 26.71% |
| Top 5 Stocks | 15.40% |
| Top 3 Sectors | 42.37% |
| Portfolio P/B Ratio | 3.41 |
| Portfolio P/E Ratio | 30.36 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 15,423 | 18,888 |
| Giant (%) | 5.87 | 6.39 |
| Large (%) | 1.34 | 4.76 |
| Mid (%) | 48.53 | 64.25 |
| Small (%) | 44.26 | 29.95 |
| Tiny (%) | — | 0.11 |
Chanakya’s Mutual Fund Guidance For Sundaram Small Cap Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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