Mutual Fund Research

Sundaram Small Cap Fund(G)

As on Mar-24-2023 change fund
144.12  up-1.15 (-0.79%)

fund objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)84.4352.52106.29145.75144.12
Net Assets(Rs Crores) (as on 24-Mar-2023) 1189.79 731.55 1248.41 2030.73 1962.20
Scheme Returns(%)(Absolute)-16.11-38.20103.1535.95-2.20
B'mark Returns(%)(Absolute)NANANANANA
Category Rank260/261213/23425/21829/20423/36
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
KSB Ltd.3.53 
Can Fin Homes Ltd.3.19 
KPIT Technologies Ltd.2.92 
Radico Khaitan Ltd.2.81 
Westlife Foodworld Ltd2.73 
KEI Industries Ltd.2.71 
Ashok Leyland Ltd.2.55 
State Bank Of India2.14 
Safari Industries (India) Ltd.2.08 
ICRA Ltd.2.04 


Small cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Small Growth

fund manager?

Ravi Gopalakrishnan,Rohit Seksaria

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
IT - Software8.05
Engineering - Industrial Equipments6.54
Pharmaceuticals & Drugs5.42
Bank - Private4.32
Finance - Housing4.22
Bank - Public3.80
Hotel, Resort & Restaurants2.92
Breweries & Distilleries2.81

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Small Cap Fund(G)(Adjusted)Small-Growth 15-Feb-20051,962.200.4344.199.0318.3516.12
Quant Small Cap Fund(G)Small-Growth 16-Oct-19963,301.733.8768.9521.9314.6010.86
Nippon India Small Cap Fund(G)Small-Growth 16-Sep-201023,910.187.1253.0816.0425.5219.16
HSBC Small Cap Fund-Reg(G)Small-Growth 12-May-20148,625.963.6849.4511.76NA18.86
Canara Rob Small Cap Fund-Reg(G)Small-Growth 15-Feb-20194,831.89-2.1549.24NANA22.76
Sundaram Emerging Small Cap-Sr-II-Reg(G)Small-Value 09-Apr-2018335.219.5648.20NANA11.50
HDFC Small Cap Fund-Reg(G)Small-Growth 03-Apr-200814,648.7610.5948.1712.5618.3714.78
Tata Small Cap Fund-Reg(G)Small-Growth 12-Nov-20183,300.8214.6247.68NANA21.25
Kotak Small Cap Fund(G)Small-Growth 24-Feb-20058,617.55-2.6546.5515.4219.7316.40
ICICI Pru Smallcap Fund(G)Small-Growth 18-Oct-20074,618.035.3846.2213.6516.2011.28
Edelweiss Small Cap Fund-Reg(G)Small-Growth 07-Feb-20191,458.460.5445.49NANA23.70
Bank of India Small Cap Fund-Reg(G)Small-Growth 19-Dec-2018414.89-2.6745.19NANA24.16
Franklin India Smaller Cos Fund(G)Small-Growth 13-Jan-20067,308.828.3744.0010.3619.7313.96
DSP Small Cap Fund-Reg(G)Small-Growth 14-Jun-20078,953.55-0.9343.3111.8822.1216.30
IDBI Small Cap Fund(G)Small-Growth 21-Jun-2017143.800.9942.7311.30NA10.02
SBI Small Cap Fund-Reg(G)Small-Growth 09-Sep-200915,395.396.1341.3214.4224.6019.16
Union Small Cap Fund-Reg(G)Small-Growth 10-Jun-2014710.40-1.9140.6512.22NA12.29
Invesco India Smallcap Fund-Reg(G)Small-Growth 30-Oct-20181,400.881.4239.33NANA18.01
Axis Small Cap Fund-Reg(G)Small-Growth 29-Nov-201311,462.590.5537.8617.70NA21.32
Aditya Birla SL Small Cap Fund(G)Small-Growth 31-May-20072,901.65-4.3536.904.4615.4210.46
Bandhan Emerging Businesses Fund-Reg(G)Small-Growth 25-Feb-20201,422.53-3.5034.69NANA25.49
ITI Small Cap Fund-Reg(G)Small-Growth 17-Feb-20201,015.682.9332.41NANA11.28
UTI Small Cap Fund-Reg(G)Small-Growth 22-Dec-20202,390.64-3.14NANANA18.34
PGIM India Small Cap Fund-Reg(G)Small-Growth 29-Jul-20212,043.34-8.27NANANA0.54
Mahindra Manulife Small Cap Fund-Reg(G)Small-Growth 12-Dec-2022556.92NANANANA-2.69
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