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Mutual Funds

Sundaram Small Cap Fund

Su

Sundaram Small Cap Fund

Small CapRank #14
4/5

NAV (2026-07-14)

290.33

AUM

₹3,871.8 Cr

Exp. Ratio: 1.99%

RISK LEVEL

Very High

Returns & Performance

1 Year10.12%5.22% vs cat avgRank #7
3 Year18.29%0.66% vs cat avgRank #12
5 Year17.07%1.18% vs cat avgRank #8
Since Launch17.24%--

Fund vs Category Average

1Y
10.12%+5.22%
3Y
18.29%+0.66%
5Y
17.07%+1.18%

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 (#7)

Cons

Higher expense ratio (1.99%)
Overall rank #14 in category
ISININF903J01470
NAV₹290.33
NAV Date2026-07-14
AUM₹3,871.8 Cr
Expense Ratio1.99%
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.

Top Holdings

Holdings data not available for this scheme