Sundaram Small Cap Fund Direct Plan - Growth
Expense Ratio: 0.85
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 03-01-2005
Exit Load: Nil
Fund Size:₹3,402.62 Cr
Performance
1Y
Fund10.18%
Cat. Avg.7.52%
2Y
Fund8.25%
Cat. Avg.5.33%
3Y
Fund19.66%
Cat. Avg.18.66%
5Y
Fund17.65%
Cat. Avg.17.65%
10Y
Fund15.66%
Cat. Avg.18.31%
SI
Fund18.01%
Cat. Avg.19.61%
Fund Facts
Beta
0.8
Std Dev
15.80%
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
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MTAR Technologies Ltd | 121.20 | 4.06% |
| 2 | Aster DM Healthcare Ltd | 112.65 | 3.78% |
| 3 | S.J.S. Enterprises Ltd | 89.53 | 3.00% |
| 4 | TREPS | 87.77 | 2.94% |
| 5 | Affle (India) Ltd | 86.12 | 2.89% |
| 6 | EID Parry India Ltd | 81.06 | 2.72% |
| 7 | Zomato Ltd | 76.11 | 2.55% |
| 8 | PNB Housing Finance Ltd | 74.95 | 2.51% |
| 9 | Craftsman Automation Ltd | 74.33 | 2.49% |
| 10 | DCB Bank Ltd | 70.36 | 2.36% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67459 | +12.4% | +27.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.39 L. | +15.7% | +15.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.23 L. | +23.9% | +15.0% |
| 5Y | 09 Aug, 21 | 3 L. | 4.70 L. | +56.8% | +18.4% |
| 10Y | 08 Aug, 16 | 6 L. | 15.93 L. | +165.6% | +18.8% |
| SI | 07 Jan, 13 | 8.15 L. | 31.64 L. | +288.3% | +18.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.10 L. | +10.2% | +10.2% |
| 2Y | 16 Jul, 24 | 1 L. | 1.17 L. | +17.2% | +8.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.70 L. | +70.2% | +19.4% |
| 5Y | 16 Jul, 21 | 1 L. | 2.25 L. | +125.4% | +17.7% |
| 10Y | 18 Jul, 16 | 1 L. | 4.30 L. | +329.8% | +15.7% |
| SI | 02 Jan, 13 | 1 L. | 9.42 L. | +842.2% | +18.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.