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Scheme Information
Sundaram Small Cap Instl IDCW-R
as of 23 Apr 2026, 09:01 AM
Scheme Asset Size₹3306.19 Cr
Expense Ratio1.94%
Cash Holding6.00741%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty Smallcap 250 TR INR
Launch Date2009-09-24
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 4.61%
In the last 3 months 4.98%
In the last 6 months 19.09%
In the last 1 Years 61.91%
In the last 3 Years 0.94%
In the last 5 Years 1.16%
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
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.37%
61.10%
3Y Returns
+61.10%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.37%
61.10%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.37%
61.10%
3Y Returns
+45.98%
About Sundaram Small Cap Instl IDCW-R
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
+16.61%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
1.94%
Fund Size
₹3306.19 Cr
FAQ's
What has been the returns generated by Sundaram Small Cap Instl IDCW-R over different time periods?
The Sundaram Small Cap Instl IDCW-R has given returns
1-Year
61.91
3-Year
24.81
5-Year
16.61
What is the expense ratio of Sundaram Small Cap Instl IDCW-R?
The expense ratio of Sundaram Small Cap Instl IDCW-R is 1.94%.
What is the AUM (Assets Under Management) of Sundaram Small Cap Instl IDCW-R?
The AUM, short for Assets Under Management of Sundaram Small Cap Instl IDCW-R is ₹3306.19 Cr as of 10 Sep 3017.
What are the top stock holdings of Sundaram Small Cap Instl IDCW-R?
The Sundaram Small Cap Instl IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| MTAR Technologies Ltd | 4.06% |
| Aster DM Healthcare Ltd Ordinary Shares | 3.33% |
| SJS Enterprises Ltd | 3.07% |
| E I D Parry India Ltd | 2.63% |
| DCB Bank Ltd | 2.49% |
| PNB Housing Finance Ltd | 2.48% |
| Safari Industries (India) Ltd | 2.45% |
| Craftsman Automation Ltd | 2.43% |
| Rategain Travel Technologies Ltd | 2.40% |
| Affle 3i Ltd | 2.37% |
| Axis Bank Ltd | 2.29% |
| Eternal Ltd | 2.12% |
| Cholamandalam Financial Holdings Ltd | 1.96% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 1.86% |
| Natco Pharma Ltd | 1.80% |
| Adani Ports & Special Economic Zone Ltd | 1.80% |
| Neuland Laboratories Ltd | 1.74% |
| Balrampur Chini Mills Ltd | 1.69% |
| KSB Ltd | 1.67% |
| Amber Enterprises India Ltd Ordinary Shares | 1.67% |
| Chalet Hotels Ltd | 1.64% |
| Sanofi Consumer Healthcare India Ltd | 1.57% |
| Equitas Small Finance Bank Ltd Ordinary Shares | 1.57% |
| Larsen & Toubro Ltd | 1.54% |
| Angel One Ltd Ordinary Shares | 1.49% |
| ZF Commercial Vehicle Control Systems India Ltd | 1.45% |
| CSB Bank Ltd Ordinary Shares | 1.44% |
| RHI Magnesita India Ltd | 1.42% |
| AAVAS Financiers Ltd | 1.40% |
| Neogen Chemicals Ltd | 1.40% |
| Brigade Enterprises Ltd | 1.33% |
| Greenpanel Industries Ltd Ordinary Shares | 1.33% |
| Info Edge (India) Ltd | 1.28% |
| Kalpataru Projects International Ltd | 1.26% |
| Tega Industries Ltd | 1.22% |
| Ion Exchange (India) Ltd | 1.21% |
| Kovai Medical Center & Hospital Ltd | 1.20% |
| Gujarat State Petronet Ltd | 1.14% |
| Ceat Ltd | 1.10% |
| Medi Assist Healthcare Services Ltd | 1.10% |
| Deepak Nitrite Ltd | 1.09% |
| Venus Pipes & Tubes Ltd | 1.08% |
| Westlife Foodworld Ltd | 1.08% |
| Senco Gold Ltd | 1.08% |
| Prudent Corporate Advisory Services Ltd | 1.01% |
| Shivalik Bimetal Controls Ltd | 1.00% |
| Birla Corp Ltd | 0.98% |
| Emami Ltd | 0.94% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.93% |
| Orient Electric Ltd Ordinary Shares | 0.90% |
| UTI Asset Management Co Ltd | 0.89% |
| Electronics Mart India Ltd | 0.88% |
| R Systems International Ltd | 0.88% |
| Cyient Ltd | 0.87% |
| Esab India Ltd | 0.87% |
| K.P.R. Mill Ltd | 0.87% |
| PVR INOX Ltd | 0.78% |
| Sobha Ltd | 0.76% |
| Carborundum Universal Ltd | 0.69% |
| SKF India (Industrial) Ltd | 0.68% |
| Ganesha Ecosphere Ltd | 0.65% |
| Sundaram Money Market Dir Gr | 0.64% |
| TD Power Systems Ltd | 0.63% |
| Birlasoft Ltd | 0.48% |
| Navin Fluorine International Ltd | 0.35% |
| Hindustan Dorr-Oliver Ltd | 0.00% |
| Treps | 5.43% |
| Cash And Other Net Current Assets | 0.16% |
| BSE Ltd | - |
| KEI Industries Ltd | - |
In which sectors has Sundaram Small Cap Instl IDCW-R invested in?
The Sundaram Small Cap Instl IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 8.86% |
| Communication Services | 4.43% |
| Consumer Cyclical | 21.38% |
| Consumer Defensive | 2.63% |
| Energy | - |
| Financial Services | 18.89% |
| Healthcare | 11.68% |
| Industrials | 18.92% |
| Real Estate | 2.09% |
| Technology | 3.77% |
| Utilities | 1.14% |
What is the risk level of Sundaram Small Cap Instl IDCW-R?
This is a Small-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram Small Cap Instl IDCW-R?
Sundaram Small Cap Instl IDCW-R fund managers are Rohit Seksaria.
Is there a minimum SIP amount to invest in Sundaram Small Cap Instl IDCW-R?
The minimum SIP amount to start investment in Sundaram Small Cap Instl IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Small Cap Instl IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Small Cap Instl IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Small Cap Instl IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Small Cap Instl IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Small Cap Instl IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Small Cap Instl IDCW-R?
The exit load of Sundaram Small Cap Instl IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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