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Scheme Information
Sundaram Small Cap Gr
as of 07 Jun 2026, 13:20 PM
Scheme Asset Size₹3562.91 Cr
Expense Ratio1.91%
Cash Holding5.04724%
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 1.02%
In the last 3 months 14.06%
In the last 6 months 5.11%
In the last 1 Years 8.27%
In the last 3 Years 0.67%
In the last 5 Years 1.22%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | E | 5.25% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 3.31% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 2.93% |
| PNB Housing Finance Ltd | Financial Services | E | 2.81% |
| Rategain Travel Technologies Ltd | Technology | E | 2.60% |
| E I D Parry India Ltd | Basic Materials | E | 2.48% |
| Eternal Ltd | Consumer Cyclical | E | 2.40% |
| Affle 3i Ltd | Communication Services | E | 2.37% |
| DCB Bank Ltd | Financial Services | E | 2.33% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 2.30% |
| KSB Ltd | Industrials | E | 1.97% |
| Axis Bank Ltd | Financial Services | E | 1.95% |
| Neuland Laboratories Ltd | Healthcare | E | 1.89% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 1.87% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 1.83% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 1.83% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.81% |
| Natco Pharma Ltd | Healthcare | E | 1.76% |
| Balrampur Chini Mills Ltd | Consumer Defensive | E | 1.73% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.69% |
| AAVAS Financiers Ltd | Financial Services | E | 1.68% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 1.56% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | E | 1.55% |
| Elecon Engineering Co Ltd | Industrials | E | 1.53% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.51% |
| Greenpanel Industries Ltd Ordinary Shares | Basic Materials | E | 1.49% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 1.42% |
| Brigade Enterprises Ltd | Real Estate | E | 1.40% |
| Neogen Chemicals Ltd | Basic Materials | E | 1.38% |
| Larsen & Toubro Ltd | Industrials | E | 1.34% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 1.33% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 1.30% |
| Venus Pipes & Tubes Ltd | Basic Materials | E | 1.25% |
| Ion Exchange (India) Ltd | Industrials | E | 1.22% |
| Kovai Medical Center & Hospital Ltd | Healthcare | E | 1.20% |
| Kalpataru Projects International Ltd | Industrials | E | 1.18% |
| Gujarat State Petronet Ltd | Utilities | E | 1.15% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 1.13% |
| RHI Magnesita India Ltd | Industrials | E | 1.12% |
| Info Edge (India) Ltd | Communication Services | E | 1.12% |
| Deepak Nitrite Ltd | Basic Materials | E | 1.11% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 1.04% |
| Tega Industries Ltd | Industrials | E | 1.04% |
| Electronics Mart India Ltd | Consumer Cyclical | E | 1.02% |
| Senco Gold Ltd | Consumer Cyclical | E | 0.99% |
| Medi Assist Healthcare Services Ltd | Healthcare | E | 0.98% |
| Birla Corp Ltd | Basic Materials | E | 0.92% |
| Esab India Ltd | Industrials | E | 0.92% |
| Westlife Foodworld Ltd | Consumer Cyclical | E | 0.88% |
| Emami Ltd | Consumer Defensive | E | 0.84% |
| K.P.R. Mill Ltd | Consumer Cyclical | E | 0.84% |
| Orient Electric Ltd Ordinary Shares | Consumer Cyclical | E | 0.83% |
| Ceat Ltd | Consumer Cyclical | E | 0.82% |
| UTI Asset Management Co Ltd | Financial Services | E | 0.80% |
| Cyient Ltd | Industrials | E | 0.77% |
| PVR INOX Ltd | Communication Services | E | 0.75% |
| R Systems International Ltd | Technology | E | 0.74% |
| Sobha Ltd | Real Estate | E | 0.72% |
| Ganesha Ecosphere Ltd | Consumer Cyclical | E | 0.72% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.60% |
| Sundaram Money Market Dir Gr | - | FO | 0.60% |
| OnEMI Technology Solutions Ltd | Financial Services | E | 0.56% |
| SKF India (Industrial) Ltd | Industrials | E | 0.54% |
| Carborundum Universal Ltd | Industrials | E | 0.49% |
| Gland Pharma Ltd | Healthcare | E | 0.49% |
| Birlasoft Ltd | Technology | E | 0.43% |
| Bandhan Bank Ltd | Financial Services | E | 0.39% |
| TD Power Systems Ltd | Industrials | E | 0.37% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.35% |
| Hindustan Dorr-Oliver Ltd | Industrials | E | 0% |
| Treps | - | CR | 4.07% |
| Cash And Other Net Current Assets | - | CA | 0.42% |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
94.92%
Debt
0.03%
Cash
5.05%
Equity sector allocation
Loading chart…
Basic Materials
8.97%
Communication Services
4.24%
Consumer Cyclical
19.84%
Consumer Defensive
2.57%
Financial Services
19.88%
Healthcare
11.77%
Industrials
20.6%
Real Estate
2.13%
Technology
3.77%
Utilities
1.15%
Others
5.08%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
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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
+17.32%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
1.91%
Fund Size
₹3562.91 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
8.27
3-Year
18.68
5-Year
17.32
What is the expense ratio of Sundaram Small Cap Gr?
The expense ratio of Sundaram Small Cap Gr is 1.91%.
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 ₹3562.91 Cr as of 16 Jan 3099.
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 | 5.25% |
| Aster DM Healthcare Ltd Ordinary Shares | 3.31% |
| SJS Enterprises Ltd | 2.93% |
| PNB Housing Finance Ltd | 2.81% |
| Rategain Travel Technologies Ltd | 2.60% |
| E I D Parry India Ltd | 2.48% |
| Eternal Ltd | 2.40% |
| Affle 3i Ltd | 2.37% |
| DCB Bank Ltd | 2.33% |
| Craftsman Automation Ltd | 2.30% |
| KSB Ltd | 1.97% |
| Axis Bank Ltd | 1.95% |
| Neuland Laboratories Ltd | 1.89% |
| Cholamandalam Financial Holdings Ltd | 1.87% |
| Safari Industries (India) Ltd | 1.83% |
| Angel One Ltd Ordinary Shares | 1.83% |
| Adani Ports & Special Economic Zone Ltd | 1.81% |
| Natco Pharma Ltd | 1.76% |
| Balrampur Chini Mills Ltd | 1.73% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 1.69% |
| AAVAS Financiers Ltd | 1.68% |
| Amber Enterprises India Ltd Ordinary Shares | 1.56% |
| Sanofi Consumer Healthcare India Ltd | 1.55% |
| Elecon Engineering Co Ltd | 1.53% |
| Equitas Small Finance Bank Ltd Ordinary Shares | 1.51% |
| Greenpanel Industries Ltd Ordinary Shares | 1.49% |
| Chalet Hotels Ltd | 1.42% |
| Brigade Enterprises Ltd | 1.40% |
| Neogen Chemicals Ltd | 1.38% |
| Larsen & Toubro Ltd | 1.34% |
| CSB Bank Ltd Ordinary Shares | 1.33% |
| ZF Commercial Vehicle Control Systems India Ltd | 1.30% |
| Venus Pipes & Tubes Ltd | 1.25% |
| Ion Exchange (India) Ltd | 1.22% |
| Kovai Medical Center & Hospital Ltd | 1.20% |
| Kalpataru Projects International Ltd | 1.18% |
| Gujarat State Petronet Ltd | 1.15% |
| Prudent Corporate Advisory Services Ltd | 1.13% |
| RHI Magnesita India Ltd | 1.12% |
| Info Edge (India) Ltd | 1.12% |
| Deepak Nitrite Ltd | 1.11% |
| Shivalik Bimetal Controls Ltd | 1.04% |
| Tega Industries Ltd | 1.04% |
| Electronics Mart India Ltd | 1.02% |
| Senco Gold Ltd | 0.99% |
| Medi Assist Healthcare Services Ltd | 0.98% |
| Birla Corp Ltd | 0.92% |
| Esab India Ltd | 0.92% |
| Westlife Foodworld Ltd | 0.88% |
| Emami Ltd | 0.84% |
| K.P.R. Mill Ltd | 0.84% |
| Orient Electric Ltd Ordinary Shares | 0.83% |
| Ceat Ltd | 0.82% |
| UTI Asset Management Co Ltd | 0.80% |
| Cyient Ltd | 0.77% |
| PVR INOX Ltd | 0.75% |
| R Systems International Ltd | 0.74% |
| Sobha Ltd | 0.72% |
| Ganesha Ecosphere Ltd | 0.72% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.60% |
| Sundaram Money Market Dir Gr | 0.60% |
| OnEMI Technology Solutions Ltd | 0.56% |
| SKF India (Industrial) Ltd | 0.54% |
| Carborundum Universal Ltd | 0.49% |
| Gland Pharma Ltd | 0.49% |
| Birlasoft Ltd | 0.43% |
| Bandhan Bank Ltd | 0.39% |
| TD Power Systems Ltd | 0.37% |
| Navin Fluorine International Ltd | 0.35% |
| Hindustan Dorr-Oliver Ltd | 0.00% |
| Treps | 4.07% |
| Cash And Other Net Current Assets | 0.42% |
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 | 8.97% |
| Communication Services | 4.24% |
| Consumer Cyclical | 19.84% |
| Consumer Defensive | 2.57% |
| Energy | - |
| Financial Services | 19.88% |
| Healthcare | 11.77% |
| Industrials | 20.60% |
| Real Estate | 2.13% |
| Technology | 3.77% |
| Utilities | 1.15% |
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, Shalav Saket.
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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