Sundaram Small Cap Fund Direct dividend reinvestment

Equity • Small Cap • Direct dividend reinvestment

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₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct dividend reinvestment

Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 26 Dec 2025
₹37.83
-0.189% (0.00)
AUM
₹3,450 Cr
Expense ratio
0.85%
Benchmark
Fund Plan
Quarterly
Open demat account

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Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

21.45%
Financial Services

Financial Services

20.40%
Industrials

Industrials

19.90%
Healthcare

Healthcare

12.64%
Basic Materials

Basic Materials

9.20%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹64,109 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

Rohit Seksaria

Experience: 7.99 yrs • Total AUM: 1,33,909 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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