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Scheme Information
Sundaram Small Cap Gr
as of 23 Apr 2026, 08:55 AM
Scheme Asset Size₹2982.57 Cr
Expense Ratio1.97%
Cash Holding4.14838%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Smallcap 250 TR INR
Launch Date2005-02-15
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
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 14.30%
In the last 3 months 7.99%
In the last 6 months 0.64%
In the last 1 Years 12.40%
In the last 3 Years 0.77%
In the last 5 Years 1.48%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | E | 4.06% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 3.78% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 3.00% |
| Affle 3i Ltd | Communication Services | E | 2.89% |
| E I D Parry India Ltd | Basic Materials | E | 2.72% |
| Eternal Ltd | Consumer Cyclical | E | 2.55% |
| PNB Housing Finance Ltd | Financial Services | E | 2.51% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 2.49% |
| DCB Bank Ltd | Financial Services | E | 2.36% |
| Rategain Travel Technologies Ltd | Technology | E | 2.25% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 2.21% |
| Axis Bank Ltd | Financial Services | E | 2.13% |
| Balrampur Chini Mills Ltd | Consumer Defensive | E | 1.97% |
| Natco Pharma Ltd | Healthcare | E | 1.97% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 1.96% |
| KSB Ltd | Industrials | E | 1.92% |
| Neuland Laboratories Ltd | Healthcare | E | 1.81% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.80% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.72% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | E | 1.67% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 1.61% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 1.58% |
| AAVAS Financiers Ltd | Financial Services | E | 1.57% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 1.52% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 1.46% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 1.42% |
| Larsen & Toubro Ltd | Industrials | E | 1.40% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.40% |
| Brigade Enterprises Ltd | Real Estate | E | 1.38% |
| Info Edge (India) Ltd | Communication Services | E | 1.33% |
| Greenpanel Industries Ltd Ordinary Shares | Basic Materials | E | 1.28% |
| Kovai Medical Center & Hospital Ltd | Healthcare | E | 1.27% |
| Tega Industries Ltd | Industrials | E | 1.23% |
| RHI Magnesita India Ltd | Industrials | E | 1.23% |
| Kalpataru Projects International Ltd | Industrials | E | 1.20% |
| Neogen Chemicals Ltd | Basic Materials | E | 1.18% |
| Ion Exchange (India) Ltd | Industrials | E | 1.18% |
| Elecon Engineering Co Ltd | Industrials | E | 1.15% |
| Ceat Ltd | Consumer Cyclical | E | 1.12% |
| Westlife Foodworld Ltd | Consumer Cyclical | E | 1.11% |
| Senco Gold Ltd | Consumer Cyclical | E | 1.05% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 1.04% |
| Birla Corp Ltd | Basic Materials | E | 1.01% |
| Medi Assist Healthcare Services Ltd | Healthcare | E | 1.00% |
| Gujarat State Petronet Ltd | Utilities | E | 1.00% |
| Deepak Nitrite Ltd | Basic Materials | E | 0.98% |
| Venus Pipes & Tubes Ltd | Basic Materials | E | 0.97% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 0.96% |
| UTI Asset Management Co Ltd | Financial Services | E | 0.94% |
| Emami Ltd | Consumer Defensive | E | 0.89% |
| K.P.R. Mill Ltd | Consumer Cyclical | E | 0.89% |
| Esab India Ltd | Industrials | E | 0.86% |
| Electronics Mart India Ltd | Consumer Cyclical | E | 0.86% |
| Orient Electric Ltd Ordinary Shares | Consumer Cyclical | E | 0.84% |
| Cyient Ltd | Industrials | E | 0.79% |
| Ganesha Ecosphere Ltd | Consumer Cyclical | E | 0.79% |
| R Systems International Ltd | Technology | E | 0.79% |
| PVR INOX Ltd | Communication Services | E | 0.77% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.72% |
| Carborundum Universal Ltd | Industrials | E | 0.72% |
| Sobha Ltd | Real Estate | E | 0.72% |
| Sundaram Money Market Dir Gr | - | FO | 0.71% |
| TD Power Systems Ltd | Industrials | E | 0.66% |
| SKF India (Industrial) Ltd | Industrials | E | 0.61% |
| Birlasoft Ltd | Technology | E | 0.46% |
| Gland Pharma Ltd | Healthcare | E | 0.42% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.38% |
| Bandhan Bank Ltd | Financial Services | E | 0.24% |
| Hindustan Dorr-Oliver Ltd | Industrials | E | 0% |
| Treps | - | CR | 2.94% |
| Cash And Other Net Current Assets | - | CA | 0.60% |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
95.75%
Debt
0.1%
Cash
4.15%
Equity sector allocation
Loading chart…
Basic Materials
8.52%
Communication Services
4.99%
Consumer Cyclical
21.48%
Consumer Defensive
2.86%
Financial Services
18.97%
Healthcare
12.65%
Industrials
19.68%
Real Estate
2.1%
Technology
3.5%
Utilities
1%
Others
4.25%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
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Min. Investment
₹500
Category Returns
32.37%
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3Y Returns
+61.10%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.37%
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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 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
+19.92%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
1.97%
Fund Size
₹2982.57 Cr
FAQ's
What has been the returns generated by Sundaram Small Cap Gr over different time periods?
The Sundaram Small Cap Gr has given returns
1-Year
12.40
3-Year
21.03
5-Year
19.92
What is the expense ratio of Sundaram Small Cap Gr?
The expense ratio of Sundaram Small Cap Gr is 1.97%.
What is the AUM (Assets Under Management) of Sundaram Small Cap Gr?
The AUM, short for Assets Under Management of Sundaram Small Cap Gr is ₹2982.57 Cr as of 20 Feb 2915.
What are the top stock holdings of Sundaram Small Cap Gr?
The Sundaram Small Cap Gr 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 | 3.78% |
| SJS Enterprises Ltd | 3.00% |
| Affle 3i Ltd | 2.89% |
| E I D Parry India Ltd | 2.72% |
| Eternal Ltd | 2.55% |
| PNB Housing Finance Ltd | 2.51% |
| Craftsman Automation Ltd | 2.49% |
| DCB Bank Ltd | 2.36% |
| Rategain Travel Technologies Ltd | 2.25% |
| Safari Industries (India) Ltd | 2.21% |
| Axis Bank Ltd | 2.13% |
| Balrampur Chini Mills Ltd | 1.97% |
| Natco Pharma Ltd | 1.97% |
| Cholamandalam Financial Holdings Ltd | 1.96% |
| KSB Ltd | 1.92% |
| Neuland Laboratories Ltd | 1.81% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 1.80% |
| Adani Ports & Special Economic Zone Ltd | 1.72% |
| Sanofi Consumer Healthcare India Ltd | 1.67% |
| Angel One Ltd Ordinary Shares | 1.61% |
| Chalet Hotels Ltd | 1.58% |
| AAVAS Financiers Ltd | 1.57% |
| Amber Enterprises India Ltd Ordinary Shares | 1.52% |
| ZF Commercial Vehicle Control Systems India Ltd | 1.46% |
| CSB Bank Ltd Ordinary Shares | 1.42% |
| Larsen & Toubro Ltd | 1.40% |
| Equitas Small Finance Bank Ltd Ordinary Shares | 1.40% |
| Brigade Enterprises Ltd | 1.38% |
| Info Edge (India) Ltd | 1.33% |
| Greenpanel Industries Ltd Ordinary Shares | 1.28% |
| Kovai Medical Center & Hospital Ltd | 1.27% |
| Tega Industries Ltd | 1.23% |
| RHI Magnesita India Ltd | 1.23% |
| Kalpataru Projects International Ltd | 1.20% |
| Neogen Chemicals Ltd | 1.18% |
| Ion Exchange (India) Ltd | 1.18% |
| Elecon Engineering Co Ltd | 1.15% |
| Ceat Ltd | 1.12% |
| Westlife Foodworld Ltd | 1.11% |
| Senco Gold Ltd | 1.05% |
| Prudent Corporate Advisory Services Ltd | 1.04% |
| Birla Corp Ltd | 1.01% |
| Medi Assist Healthcare Services Ltd | 1.00% |
| Gujarat State Petronet Ltd | 1.00% |
| Deepak Nitrite Ltd | 0.98% |
| Venus Pipes & Tubes Ltd | 0.97% |
| Shivalik Bimetal Controls Ltd | 0.96% |
| UTI Asset Management Co Ltd | 0.94% |
| Emami Ltd | 0.89% |
| K.P.R. Mill Ltd | 0.89% |
| Esab India Ltd | 0.86% |
| Electronics Mart India Ltd | 0.86% |
| Orient Electric Ltd Ordinary Shares | 0.84% |
| Cyient Ltd | 0.79% |
| Ganesha Ecosphere Ltd | 0.79% |
| R Systems International Ltd | 0.79% |
| PVR INOX Ltd | 0.77% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.72% |
| Carborundum Universal Ltd | 0.72% |
| Sobha Ltd | 0.72% |
| Sundaram Money Market Dir Gr | 0.71% |
| TD Power Systems Ltd | 0.66% |
| SKF India (Industrial) Ltd | 0.61% |
| Birlasoft Ltd | 0.46% |
| Gland Pharma Ltd | 0.42% |
| Navin Fluorine International Ltd | 0.38% |
| Bandhan Bank Ltd | 0.24% |
| Hindustan Dorr-Oliver Ltd | 0.00% |
| Treps | 2.94% |
| Cash And Other Net Current Assets | 0.60% |
In which sectors has Sundaram Small Cap Gr invested in?
The Sundaram Small Cap Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 8.52% |
| Communication Services | 4.99% |
| Consumer Cyclical | 21.48% |
| Consumer Defensive | 2.86% |
| Energy | - |
| Financial Services | 18.97% |
| Healthcare | 12.65% |
| Industrials | 19.68% |
| Real Estate | 2.10% |
| Technology | 3.50% |
| Utilities | 1.00% |
What is the risk level of Sundaram Small Cap Gr?
This is a Small-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram Small Cap Gr?
Sundaram Small Cap Gr fund managers are Rohit Seksaria.
Is there a minimum SIP amount to invest in Sundaram Small Cap Gr?
The minimum SIP amount to start investment in Sundaram Small Cap Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Small Cap Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Small Cap Gr on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Small Cap Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Small Cap Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Small Cap Gr.
- 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 Gr?
The exit load of Sundaram Small Cap Gr 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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