Sundaram Small Cap Fund - Regular Plan

Equity

Small Cap

Very High Risk

Rs 262.80

1.45

NAV as on Apr 17, 2026

Benchmark

Expense Ratio

1.97%

Fund Category

Equity - Small Cap

Fund Size

Rs 2,983 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Small Cap Fund - Regular Plan 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

16.69%

Launch Date

Feb 15, 2005

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

17.20 vs 15.10

Fund Vs Category Avg

Beta

0.80 vs 0.81

Fund Vs Category Avg

Sharpe Ratio

0.50 vs 0.75

Fund Vs Category Avg

Portfolio Turnover Ratio

32.30 vs 50.04

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
MTAR Technologies Ltd.	4.06	Engineering	Equity
Aster DM Healthcare Ltd.	3.78	Pharmaceuticals and health care	Equity
SJS Enterprises Ltd.	3.00	Auto Ancillaries	Equity
Affle 3I Ltd.	2.89	Service	Equity
Eternal Ltd.	2.55	Service	Equity
PNB Housing Finance Ltd.	2.51	Finance	Equity
Craftsman Automation Ltd.	2.49	Engineering	Equity
DCB Bank Ltd.	2.36	Banks	Equity
RateGain Travel Technologies Ltd.	2.25	Information Technology	Equity
Safari Industries (India) Ltd.	2.21	Packaging	Equity

View All

Apr 17, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	3.82	12.79	2.18	0.30	13.13	20.61	19.42	14.77	16.69
Category Average (%)	3.72	9.58	2.52	-1.24	7.83	13.56	12.29	NA	21.14
Rank within Category	54	8	68	32	21	33	44	36	65

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	167.51	61,809	4.20	9.43	3.81	-1.13	8.78	21.32	22.92	20.80	19.83	1.42
HDFC Small Cap Fund	133.45	33,724	3.31	7.93	-1.26	-5.53	8.77	17.94	19.82	17.66	15.46	1.57
SBI Small Cap Fund	165.47	32,286	3.14	9.38	1.69	-3.73	2.98	14.27	15.74	17.64	18.42	1.60
Quant Small Cap Fund	248.68	25,821	2.86	9.27	2.33	-3.70	5.41	20.09	22.61	18.57	11.52	1.66
Axis Small Cap Fund	103.90	23,919	3.42	8.07	1.18	-2.41	6.59	18.00	18.64	18.10	20.83	1.61
Bandhan Small Cap Fund	46.63	20,130	3.71	10.31	1.86	-0.31	11.23	30.73	23.32	NA	28.49	1.64
DSP Small Cap Fund	201.10	15,300	3.54	11.18	5.18	4.39	16.73	21.43	20.23	16.77	17.27	1.71
Kotak Small Cap Fund	247.34	15,157	3.62	8.65	2.59	-4.53	3.86	15.33	15.67	16.57	16.38	1.68
HSBC Small Cap Fund	78.04	13,882	4.38	11.39	3.17	-3.23	6.26	16.99	20.42	18.37	18.79	1.72
Franklin India Small Cap Fund	166.42	11,724	4.24	10.24	2.32	-1.20	6.05	19.03	20.31	15.45	14.89	1.78

View All

Apr 17, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,657 (+13.13%)

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(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	33.92	4,146	3.96	17.25
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.21	3,060	11.91	NA
Sundaram Small Cap Fund	Equity - Small Cap	262.80	2,983	13.13	19.42
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	107.16	1,439	5.44	15.76
Sundaram Value Fund	Equity - Value	215.52	1,213	3.37	12.32
Sundaram ELSS Tax Saver Fund	Equity - ELSS	498.92	1,183	3.82	13.94
Sundaram Equity Savings Fund (Growth Accum)	Hybrid - Equity Savings	70.52	1,071	3.34	10.05
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.03	866	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	15.11	412	5.76	5.41
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	179.13	122	9.42	14.51

View All

Apr 17, 2026

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,419.10	11,898	2.46	7.79	1.02	0.34	13.58	24.83	20.14	15.40	23.22	1.73
Sundaram Aggressive Hybrid Fund	158.56	7,653	1.08	3.45	-2.85	-3.69	2.37	12.27	11.03	12.17	11.10	2.24
Sundaram Large and Mid Cap Fund	85.11	6,031	2.40	6.04	-1.86	-2.75	6.76	16.59	14.55	14.59	11.83	1.81
Sundaram Liquid Fund	2,415.02	5,175	0.10	0.74	1.69	3.11	6.13	6.86	5.94	5.04	4.16	0.35
Sundaram Services Fund	33.92	4,146	2.36	6.96	-5.33	-5.30	3.96	16.97	17.25	NA	17.52	1.88
Sundaram Multi Asset Allocation Fund	13.21	3,060	1.22	2.37	-1.01	-0.14	11.91	NA	NA	NA	13.37	1.82