16487
18076
Sundaram Small Cap Fund - Direct Growth
25.09
42.96
31.80
2.13
7.28
9.77
29.82
20.17
7
  • Sundaram Small Cap Fund - Direct Growth

    • Equity .
    • Small Cap Fund
  • NAV

    297.41

    as on 18 Sep 2024

  • ₹-0.34 (-0.11%)

    Last Change

  • 25.09%

    3Y CAGR returns

  • ₹ 250

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.82%

    Expense Ratio
  • Rating
  • 3,503 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 18 Sep 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 42.96%
  • 25.09%
  • 31.80%
  • 20.17
2.58%
2.48%
86.62%
View all Holdings
  • 2.07Alpha
  • 4.09SD
  • 0.76Beta
  • 1.20Sharpe
  • Exit Load
  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Rohit Seksaria

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name

Sundaram Mutual Fund

  • AUM :
  • 60,751 Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in Sundaram Small Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Small Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Small Cap Fund - Direct Growth has delivered 19.74% since inception

The NAV of Sundaram Small Cap Fund - Direct Growth is ₹275.263 as of 18 Sep 2024

The expense ratio of Sundaram Small Cap Fund - Direct Growth is % as of 18 Sep 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Small Cap Fund - Direct Growth 3108.53 CR as of 18 Sep 2024

The minimum SIP amount of Sundaram Small Cap Fund - Direct Growth is 250

The top stock holdings of Sundaram Small Cap Fund - Direct Growth are

  1. Chola Financial - 2.91%
  2. Safari Inds. - 2.74%
  3. Multi Comm. Exc. - 2.67%
  4. Net CA & Others - 2.58%
  5. KSB - 2.48%

The top sectors Sundaram Small Cap Fund - Direct Growth has invested in are

  1. Banks - 11.05%
  2. Finance - 9.61%
  3. Industrial Products - 9.42%
  4. Consumer Durables - 8.18%
  5. Capital Markets - 7.93%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Small Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Small Cap Fund - Direct Growth based on your investment objective and risk tolerance

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