Sundaram Small Cap Fund Regular Plan - Growth
Expense Ratio: 1.93
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 03-01-2005
Exit Load: Nil
Fund Size:₹3,402.62 Cr
Performance
1Y
Fund9.05%
Cat. Avg.8.24%
2Y
Fund2.50%
Cat. Avg.0.37%
3Y
Fund13.69%
Cat. Avg.13.28%
5Y
Fund13.13%
Cat. Avg.13.15%
10Y
Fund13.49%
Cat. Avg.15.96%
SI
Fund14.49%
Cat. Avg.16.67%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MTAR Technologies Ltd | 201.85 | 5.21% |
| 2 | Rate Gain Travel Technologies Ltd | 137.98 | 3.56% |
| 3 | Aster DM Healthcare Ltd | 131.89 | 3.41% |
| 4 | S.J.S. Enterprises Ltd | 128.04 | 3.31% |
| 5 | TREPS | 108.04 | 2.79% |
| 6 | Zomato Ltd | 107.34 | 2.77% |
| 7 | PNB Housing Finance Ltd | 99.40 | 2.57% |
| 8 | Affle (India) Ltd | 93.72 | 2.42% |
| 9 | Craftsman Automation Ltd | 92.20 | 2.38% |
| 10 | Neuland Laboratories Ltd | 83.34 | 2.15% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63866 | +6.4% | +13.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +11.0% | +11.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.08 L. | +15.4% | +9.9% |
| 5Y | 08 Nov, 21 | 3 L. | 4.34 L. | +44.5% | +15.0% |
| 10Y | 07 Nov, 16 | 6 L. | 14.33 L. | +138.8% | +16.8% |
| SI | 07 Apr, 06 | 12.35 L. | 78.84 L. | +538.3% | +15.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.09 L. | +9.1% | +9.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.05 L. | +5.1% | +2.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.47 L. | +46.9% | +13.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.84 L. | +84.4% | +13.0% |
| 10Y | 17 Oct, 16 | 1 L. | 3.55 L. | +254.7% | +13.5% |
| SI | 03 Apr, 06 | 1 L. | 16.12 L. | +1512.4% | +14.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.