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Sundaram Small Cap Fund
Small CapRank #18
4/5
NAV (2026-09-11)
₹300.46
AUM
₹4,155.35 Cr
Exp. Ratio: 2%
RISK LEVEL
Very High
Returns & Performance
1 Year15.23%4.00% vs cat avgRank #14
3 Year15.58%1.13% vs cat avgRank #14
5 Year16.49%0.85% vs cat avgRank #11
Since Launch17.29%0.72% vs cat avg
Fund vs Category Average
1Y
15.23%+4.00%
3Y
15.58%+1.13%
5Y
16.49%+0.85%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Decent 1Y category rank (#14)
✔Outperforms category avg since launch
Cons
✖Higher expense ratio (2%)
✖Overall rank #18 in category
ISININF903J01470
NAV₹300.46
NAV Date2026-09-11
AUM₹4,155.35 Cr
Expense Ratio2%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Rohit Seksaria
Mr. 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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Small Cap Fund is ₹300.46 as of 2026-09-11.
Sundaram Small Cap Fund is classified as a Small Cap fund.
Sundaram Small Cap Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Small Cap Fund is ₹4,155.35 Cr.
The expense ratio of Sundaram Small Cap Fund is 2%.
Sundaram Small Cap Fund is managed by Rohit Seksaria.
The minimum SIP investment for Sundaram Small Cap Fund is ₹100.
The exit load for Sundaram Small Cap Fund is 1%.
As per the SEBI Riskometer, Sundaram Small Cap Fund carries a Very High risk level.
Sundaram Small Cap Fund has delivered 15.23% (1Y), 15.58% (3Y) and 16.49% (5Y) annualised returns as of 2026-09-11.
Sundaram Small Cap Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
