Sundaram Small Cap Fund - Direct Plan - IDCW

Equity

Small Cap

Very High Risk

Rs 37.12

1.6

NAV as on Apr 10, 2026

Benchmark

Expense Ratio

0.83%

Fund Category

Equity - Small Cap

Fund Size

Rs 3,306 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Small Cap Fund - Direct Plan - IDCW Fund Details

Investment Objective - To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.

Fund House

Sundaram Mutual Fund

Return Since Launch

10.38%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.70 vs 15.10

Fund Vs Category Avg

Beta

0.80 vs 0.81

Fund Vs Category Avg

Sharpe Ratio

0.75

Category Avg

Portfolio Turnover Ratio

50.04

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
MTAR Technologies Ltd.	4.06	Engineering	Equity
Aster DM Healthcare Ltd.	3.33	Pharmaceuticals and health care	Equity
SJS Enterprises Ltd.	3.07	Auto Ancillaries	Equity
DCB Bank Ltd.	2.49	Banks	Equity
PNB Housing Finance Ltd.	2.48	Finance	Equity
Safari Industries (India) Ltd.	2.45	Packaging	Equity
Craftsman Automation Ltd.	2.43	Engineering	Equity
RateGain Travel Technologies Ltd.	2.40	Information Technology	Equity
Affle 3I Ltd.	2.37	Service	Equity
Axis Bank Ltd.	2.29	Banks	Equity

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Apr 10, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	7.71	4.61	-1.43	-2.26	10.16	12.59	9.51	7.14	10.38
Category Average (%)	6.68	2.96	-1.20	-4.22	10.68	12.83	11.35	NA	17.16
Rank within Category	10	20	63	40	73	84	93	69	111

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	96.33	61,809	6.58	2.38	-3.71	-7.39	8.48	13.59	15.04	17.06	18.61	0.65
HDFC Small Cap Fund	59.83	37,424	5.73	0.96	-10.69	-14.30	5.69	10.31	11.56	12.21	14.42	0.73
SBI Small Cap Fund	126.06	32,286	6.24	3.27	-1.28	-5.34	6.51	14.53	15.46	15.94	21.03	0.75
Quant Small Cap Fund	206.60	27,654	6.58	5.17	-1.46	-5.76	10.60	20.76	23.17	18.36	25.65	0.81
Axis Small Cap Fund	47.18	23,919	5.81	1.57	-10.22	-13.08	1.75	8.54	8.51	10.21	13.38	0.60
Bandhan Small Cap Fund	34.44	20,474	6.64	-2.07	-7.79	-9.41	9.88	20.25	15.06	NA	22.38	0.49
Kotak Small Cap Fund	124.02	16,871	6.55	1.99	-1.58	-7.19	7.27	15.70	15.68	15.29	20.88	0.55
HSBC Small Cap Fund	43.31	15,375	7.62	3.18	-1.59	-6.62	2.02	7.96	11.90	11.67	13.09	0.70
DSP Small Cap Fund	58.96	15,300	7.25	4.85	-6.60	-7.03	11.74	11.42	9.60	8.71	14.30	0.79
Franklin India Small Cap Fund	47.25	11,724	6.79	3.20	-11.79	-14.26	-1.69	7.39	8.71	7.24	12.40	0.94

View All

Apr 10, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,508 (+10.16%)

Fund Manager

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

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Here is the list of funds managed by Rohit Seksaria

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	22.90	4,614	1.63	9.29
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.50	3,344	18.26	NA
Sundaram Small Cap Fund	Equity - Small Cap	37.12	3,306	10.16	9.51
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	35.28	1,684	6.29	8.61
Sundaram Value Fund	Equity - Value	18.32	1,392	-0.77	4.27
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.00	1,014	NA	NA
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	80.82	135	5.49	7.55
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III	Equity - ELSS	29.00	70	17.12	19.61
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI	Equity - ELSS	26.23	34	16.46	20.82
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV	Equity - ELSS	27.26	34	17.12	19.78

View All

Apr 10, 2026

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	71.45	13,236	7.19	1.18	-1.71	-1.02	10.20	16.70	11.50	8.88	15.96	0.86
Sundaram Large and Mid Cap Fund	32.50	6,868	7.01	-0.32	-3.74	-9.80	4.15	8.89	6.71	7.20	9.28	0.67
Sundaram Services Fund	22.90	4,614	5.46	1.71	-8.42	-13.15	1.63	9.26	9.29	NA	11.61	0.68
Sundaram Multi Asset Allocation Fund	13.50	3,344	5.06	-1.47	-1.18	2.00	18.26	NA	NA	NA	14.62	0.41
Sundaram Small Cap Fund	37.12	3,306	7.71	4.61	-1.43	-2.26	10.16	12.59	9.51	7.14	10.38	0.83
Sundaram Large Cap Fund	16.04	3,245	5.45	-0.65	-4.71	-9.79	-6.69	5.61	5.03	NA	8.97	0.66