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Sundaram Small Cap Fund Direct growth
Equity • Small Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 01 Jan 2025
₹286.54
+0.6763% (2.00)
AUM
₹3,424 Cr
Expense ratio
0.84%
Benchmark
Fund Plan
Tax info and exit load
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
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Healthcare
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹59,374 Cr • Rank #20Sundaram 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: 7.00 yrs • Total AUM: 1,17,208 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'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
23.35%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
21.28%
Expense ratio
0.56%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.44%
Expense ratio
0.76%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.14%
Expense ratio
0.67%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.43%
Expense ratio
0.49%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.