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sundaram small cap fund - direct plan - growth option
Sundaram Small Cap Fund - Direct Plan - Growth Option

Sundaram Small Cap Fund - Direct Plan - Growth Option

  • Very High Risk
  • Equity
  • Small-Cap
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NAV as on Apr 2, 2026
i
Price per unit of the scheme.
₹ 262.22580.24%1 Day Change
-4.55%
Minimum Investment₹100
Expense Ratio0.90%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Small Cap Fund - Direct Plan - Growth Option
VS
Equity: Small-Cap Average NAV
    Topper in Equity: Small-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Small Cap Fund - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Smallcap 250 TR INR
    Expense Ratio
    0.90%
    Category Avg Expense Ratio
    0.68%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,285.08 Cr(As on Jan, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    28.00 %
    Exit Load
    Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.

    bt_logoABOUT THE FUND

    Objective: The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

    Sundaram Small Cap Fund - Direct Plan - Growth Option is an Equity - Small-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onApr 02, 2026 is ₹262.23. Its expense ratio is 0.90 %. The fund has an AUM of ₹3,285.08 Cr.The fund is managed byRavi Gopalakrishnan,Rohit Seksaria.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank21Out of 24
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 30,705.87 Cr
    • Highest Return In 1 Yr5.18 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 88.05
    -9.55%
    -8.25%
    Very High Risk
    ₹6,735.29Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 20.94
    -7.62%
    -8.74%
    Very High Risk
    ₹3,267.54Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 161.76
    -7.26%
    -8.53%
    Very High Risk
    ₹1,055.78Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 88.05
    • Fund Size₹6,735.29Cr
    Fund Return-9.55%
    Category Return-8.25%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 20.94
    • Fund Size₹3,267.54Cr
    Fund Return-7.62%
    Category Return-8.74%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 161.76
    • Fund Size₹1,055.78Cr
    Fund Return-7.26%
    Category Return-8.53%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Nov 1, 2022 - Present
    • Schemes managed11
    • Total AUM₹ 17,721.80 Cr
    • Highest Return In 1 Yr23.34 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 109.58
    -11.28%
    -12.57%
    Very High Risk
    ₹1,675.68Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 211.59
    -9.02%
    -8.00%
    Very High Risk
    ₹1,389.10Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 80.00
    -3.58%
    -2.78%
    Moderate Risk
    ₹1,195.20Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 109.58
    • Fund Size₹1,675.68Cr
    Fund Return-11.28%
    Category Return-12.57%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 211.59
    • Fund Size₹1,389.10Cr
    Fund Return-9.02%
    Category Return-8.00%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 80.00
    • Fund Size₹1,195.20Cr
    Fund Return-3.58%
    Category Return-2.78%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (93.77%)
    DEBT (0.22%)
    CASH (6.01%)
    Allocation by Market Cap
    Large Cap(7.74%)
    Mid Cap(4.10%)
    Small Cap(81.93%)
    Industry Holdings
    • Banks Regional10.30%
    • Auto Parts8.59%
    • Diversified Industrials8.09%
    • Medical Care4.83%
    • Drug Manufacturers Specialty Generic4.77%
    • Specialty Finance4.14%
    Stock Holdings
    • MTAR Technologies Ltd4.06%
    • Aster DM Healthcare Ltd Ordinary Shares3.33%
    • SJS Enterprises Ltd3.07%
    • E I D Parry India Ltd2.63%
    • DCB Bank Ltd2.49%
    • PNB Housing Finance Ltd2.48%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.90
      This Fund
      VS
      0.40
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.75
      This Fund
      VS
      89.84
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.80
      This Fund
      VS
      0.82
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.64
      This Fund
      VS
      0.77
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.94
      This Fund
      VS
      1.22
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      17.24
      This Fund
      VS
      17.13
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 74,950.16 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 74,950.16 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The category of Sundaram Small Cap Fund - Direct Plan - Growth Option is Equity - Small-Cap
    What is the current NAV of Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The current NAV of Sundaram Small Cap Fund - Direct Plan - Growth Option as on Apr 02, 2026 is ₹262.23
    How safe is Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The risk level of Sundaram Small Cap Fund - Direct Plan - Growth Option is Very High.
    What are short term returns given by Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Small Cap Fund - Direct Plan - Growth Option in 1 month is -4.55%, 3 months is -10.24%, 6 months is -8.46%, and 1 year is 5.18%
    What are the long term returns given by Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Small Cap Fund - Direct Plan - Growth Option in 3 years is 18.62% and 5 years is 18.31%.
    What is the expense ratio of Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Small Cap Fund - Direct Plan - Growth Option is 0.90%
    What is the AUM of Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Small Cap Fund - Direct Plan - Growth Option is Rs 3,285.08 crores.
    What is the minimum investment in Sundaram Small Cap Fund - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Small Cap Fund - Direct Plan - Growth Option is ₹100.00 and the minimum SIP investment in Sundaram Small Cap Fund - Direct Plan - Growth Option is ₹100.00
    What is the asset allocation of Sundaram Small Cap Fund - Direct Plan - Growth Option?
    Sundaram Small Cap Fund - Direct Plan - Growth Option has an exposure of 93.77% in Equity, 0.22% in Debt and 6.01% in Cash & Money Market Securities

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