- Offerings
- Tools & Platforms
Tools & Calculators
- Open API
- Calculators
- SIP Calculator
- CAGR Calculator
- Compound Interest Calculator
- FD Calculator
- RD Calculator
- EPF Calculator
- Retirement Calculator
- HDFC SIP Calculator
- Mutual Fund Return Calculator
- Lumpsum Calculator
- Step Up SIP Calculator
- ETF SIP Calculator
- Brokerage Calculator
- Equity Margin Calculator
- SWP Calculator
- EMI Calculator
- MTF Calculator
- Margin Pledge Calculator
- Markets
Stocks
F&O
Mutual Funds
- More
Open Free Demat Account
Scheme Information
Sundaram Small Cap IDCW-R
as of 01 May 2026, 15:08 PM
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 18.62%
In the last 3 months 7.05%
In the last 6 months 0.71%
In the last 1 Years 15.13%
In the last 3 Years 0.72%
In the last 5 Years 1.34%
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
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
31.94%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
31.94%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
31.94%
63.78%
3Y Returns
+45.98%
About Sundaram Small Cap 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
+18.55%
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 IDCW-R over different time periods?
The Sundaram Small Cap IDCW-R has given returns
1-Year
15.13
3-Year
19.92
5-Year
18.55
What is the expense ratio of Sundaram Small Cap IDCW-R?
The expense ratio of Sundaram Small Cap IDCW-R is 1.97%.
What is the AUM (Assets Under Management) of Sundaram Small Cap IDCW-R?
The AUM, short for Assets Under Management of Sundaram Small Cap IDCW-R is ₹2982.57 Cr as of 20 Feb 2915.
What are the top stock holdings of Sundaram Small Cap IDCW-R?
The Sundaram Small Cap 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 | 3.78% |
| 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 IDCW-R invested in?
The Sundaram Small Cap IDCW-R 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 IDCW-R?
This is a Small-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram Small Cap IDCW-R?
Sundaram Small Cap IDCW-R fund managers are Rohit Seksaria.
Is there a minimum SIP amount to invest in Sundaram Small Cap IDCW-R?
The minimum SIP amount to start investment in Sundaram Small Cap IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Small Cap IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Small Cap IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Small Cap IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Small Cap IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Small Cap 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 IDCW-R?
The exit load of Sundaram Small Cap 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.
Invest Anytime, Anywhere
By signing up I certify terms, conditions & privacy policy