Sundaram Small Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
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
Fund0.98%
Cat. Avg.4.92%
2Y
Fund0.60%
Cat. Avg.3.67%
3Y
Fund9.36%
Cat. Avg.16.80%
5Y
Fund9.98%
Cat. Avg.15.95%
10Y
Fund5.58%
Cat. Avg.17.06%
SI
Fund4.40%
Cat. Avg.17.09%
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 | 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 Aug, 25 | 60000 | 66471 | +10.8% | +22.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.6% | +8.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.7% | +7.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.79 L. | +26.4% | +9.5% |
| 10Y | 08 Aug, 16 | 6 L. | 9.80 L. | +63.3% | +9.6% |
| SI | 07 Apr, 06 | 12.20 L. | 27.45 L. | +125.0% | +7.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +1.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.01 L. | +0.5% | +0.3% |
| 3Y | 20 Jul, 23 | 1 L. | 1.31 L. | +30.8% | +9.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.61 L. | +60.9% | +10.0% |
| 10Y | 20 Jul, 16 | 1 L. | 1.72 L. | +72.2% | +5.6% |
| SI | 03 Apr, 06 | 1 L. | 2.40 L. | +140.0% | +4.4% |
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.