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Scheme Information
Sundaram Small Cap Instl Gr
as of 16 Mar 2026, 13:13 PM
Scheme Asset Size₹3306.19 Cr
Expense Ratio1.94%
Cash Holding6.00741%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty Smallcap 250 TR INR
Launch Date2009-11-30
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -1.37%
In the last 3 months 6.88%
In the last 6 months 19.64%
In the last 1 Years 67.71%
In the last 3 Years 1.07%
In the last 5 Years 1.12%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | E | 4.06% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 3.33% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 3.07% |
| E I D Parry India Ltd | Basic Materials | E | 2.63% |
| DCB Bank Ltd | Financial Services | E | 2.49% |
| PNB Housing Finance Ltd | Financial Services | E | 2.48% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 2.45% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 2.43% |
| Rategain Travel Technologies Ltd | Technology | E | 2.40% |
| Affle 3i Ltd | Communication Services | E | 2.37% |
| Axis Bank Ltd | Financial Services | E | 2.29% |
| Eternal Ltd | Consumer Cyclical | E | 2.12% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 1.96% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.86% |
| Natco Pharma Ltd | Healthcare | E | 1.80% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.80% |
| Neuland Laboratories Ltd | Healthcare | E | 1.74% |
| Balrampur Chini Mills Ltd | Consumer Defensive | E | 1.69% |
| KSB Ltd | Industrials | E | 1.67% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 1.67% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 1.64% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | E | 1.57% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.57% |
| Larsen & Toubro Ltd | Industrials | E | 1.54% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 1.49% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 1.45% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 1.44% |
| RHI Magnesita India Ltd | Industrials | E | 1.42% |
| AAVAS Financiers Ltd | Financial Services | E | 1.40% |
| Neogen Chemicals Ltd | Basic Materials | E | 1.40% |
| Brigade Enterprises Ltd | Real Estate | E | 1.33% |
| Greenpanel Industries Ltd Ordinary Shares | Basic Materials | E | 1.33% |
| Info Edge (India) Ltd | Communication Services | E | 1.28% |
| Kalpataru Projects International Ltd | Industrials | E | 1.26% |
| Tega Industries Ltd | Industrials | E | 1.22% |
| Ion Exchange (India) Ltd | Industrials | E | 1.21% |
| Kovai Medical Center & Hospital Ltd | Healthcare | E | 1.20% |
| Gujarat State Petronet Ltd | Utilities | E | 1.14% |
| Ceat Ltd | Consumer Cyclical | E | 1.10% |
| Medi Assist Healthcare Services Ltd | Healthcare | E | 1.10% |
| Deepak Nitrite Ltd | Basic Materials | E | 1.09% |
| Venus Pipes & Tubes Ltd | Basic Materials | E | 1.08% |
| Westlife Foodworld Ltd | Consumer Cyclical | E | 1.08% |
| Senco Gold Ltd | Consumer Cyclical | E | 1.08% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 1.01% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 1.00% |
| Birla Corp Ltd | Basic Materials | E | 0.98% |
| Emami Ltd | Consumer Defensive | E | 0.94% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.93% |
| Orient Electric Ltd Ordinary Shares | Consumer Cyclical | E | 0.90% |
| UTI Asset Management Co Ltd | Financial Services | E | 0.89% |
| Electronics Mart India Ltd | Consumer Cyclical | E | 0.88% |
| R Systems International Ltd | Technology | E | 0.88% |
| Cyient Ltd | Industrials | E | 0.87% |
| Esab India Ltd | Industrials | E | 0.87% |
| K.P.R. Mill Ltd | Consumer Cyclical | E | 0.87% |
| PVR INOX Ltd | Communication Services | E | 0.78% |
| Sobha Ltd | Real Estate | E | 0.76% |
| Carborundum Universal Ltd | Industrials | E | 0.69% |
| SKF India (Industrial) Ltd | Industrials | E | 0.68% |
| Ganesha Ecosphere Ltd | Consumer Cyclical | E | 0.65% |
| Sundaram Money Market Dir Gr | - | FO | 0.64% |
| TD Power Systems Ltd | Industrials | E | 0.63% |
| Birlasoft Ltd | Technology | E | 0.48% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.35% |
| Hindustan Dorr-Oliver Ltd | Industrials | E | 0% |
| Treps | - | CR | 5.43% |
| Cash And Other Net Current Assets | - | CA | 0.16% |
| BSE Ltd | - | E | - |
| KEI Industries Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
93.77%
Debt
0.22%
Cash
6.01%
Equity sector allocation
Loading chart…
Basic Materials
8.86%
Communication Services
4.43%
Consumer Cyclical
21.38%
Consumer Defensive
2.63%
Financial Services
18.89%
Healthcare
11.68%
Industrials
18.92%
Real Estate
2.09%
Technology
3.77%
Utilities
1.14%
Others
6.21%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.61%
54.68%
3Y Returns
+54.68%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.61%
54.68%
3Y Returns
+54.48%
DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-R
Equity
Min. Investment
₹100
Category Returns
32.61%
54.68%
3Y Returns
+54.34%
About Sundaram Small Cap Instl Gr
Investment Objective of the Scheme
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Key Features of The Fund
5-year return
+16.27%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
1.94%
Fund Size
₹3306.19 Cr
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