Reliabull Wealth Managers Pvt. Ltd.

Sundaram Small Cap Fund(G)(Adjusted)

As on Jul-14-2025 change fund

263.65

1.70 (0.65%)

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	104.61	145.75	145.54	217.68	224.27
Net Assets(Rs Crores) (as on 31-Mar-2025)	1248.41	2030.73	1960.10	2958.23	2955.26
Scheme Returns(%)(Absolute)	103.84	38.00	-1.23	48.92	0.78
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	26/219	29/203	22/36	8/33	26/30

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2025-2026	16.65	NA	NA	NA
2024-2025	14.09	9.14	-4.59	-13.27
2023-2024	17.98	12.18	12.74	0.24
2022-2023	-11.07	14.41	0.79	-2.63
2021-2022	21.51	13.54	5.80	-4.55

Top 10 holdings

company	(%)
Aster DM Healthcare Ltd.	3.29
Affle 3i Ltd.	3.08
PNB Housing Finance Ltd.	2.92
E.I.D. - Parry (India) Ltd.	2.90
Safari Industries (India) Ltd.	2.58
Cholamandalam Financial Holdin...	2.49
SJS Enterprises Ltd.	2.42
Ujjivan Small Finance Bank Ltd.	2.38
Craftsman Automation Ltd.	2.28
KSB Ltd.	2.23

Top 10 sectors

sectors	(%)
Bank - Private	8.22
Pharmaceuticals & Drugs	6.30
Auto Ancillary	5.68
Sugar	4.95
IT - Software	4.79
Hospital & Healthcare Services	4.57
Household & Personal Products	3.70
BPO/ITeS	3.08
Finance - Housing	2.92
Construction - Real Estate	2.66

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

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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)	Small-Growth	15-Feb-2005	3,438.89	4.63	25.74	32.21	14.01	17.38
Bandhan Small Cap Fund-Reg(G)	Small-Growth	25-Feb-2020	12,981.57	10.70	34.21	36.09	NA	33.56
ITI Small Cap Fund-Reg(G)	Small-Growth	17-Feb-2020	2,640.78	2.51	31.86	28.19	NA	21.78
Invesco India Smallcap Fund-Reg(G)	Small-Growth	30-Oct-2018	7,424.64	9.93	30.71	33.64	NA	24.18
Quant Small Cap Fund(G)	Small-Growth	16-Oct-1996	29,629.09	-4.28	30.47	43.16	19.95	12.49
Nippon India Small Cap Fund(G)	Small-Growth	16-Sep-2010	66,601.80	-1.26	29.12	37.57	21.31	21.21
Franklin India Small Cap Fund(G)	Small-Growth	13-Jan-2006	13,995.27	-3.40	28.73	34.50	16.27	15.84
HDFC Small Cap Fund-Reg(G)	Small-Growth	03-Apr-2008	35,780.59	3.34	27.99	34.24	18.40	16.60
Tata Small Cap Fund-Reg(G)	Small-Growth	12-Nov-2018	11,163.84	3.16	26.88	33.54	NA	23.71
Bank of India Small Cap Fund-Reg(G)	Small-Growth	19-Dec-2018	1,907.82	1.15	26.03	34.34	NA	26.81
HSBC Small Cap Fund-Reg(G)	Small-Growth	12-May-2014	16,909.21	-2.32	25.82	34.96	19.12	20.95
Edelweiss Small Cap Fund-Reg(G)	Small-Growth	07-Feb-2019	4,929.76	3.35	25.77	33.94	NA	26.30
DSP Small Cap Fund-Reg(G)	Small-Growth	14-Jun-2007	17,125.76	5.94	24.74	32.41	17.11	18.08
LIC MF Small Cap Fund(G)	Small-Growth	21-Jun-2017	604.52	-3.67	23.97	32.04	NA	15.13
Axis Small Cap Fund-Reg(G)	Small-Growth	29-Nov-2013	26,379.20	5.98	23.94	30.43	18.59	22.73
UTI Small Cap Fund-Reg(G)	Small-Growth	22-Dec-2020	4,844.38	5.60	23.22	NA	NA	23.87
Aditya Birla SL Small Cap Fund(G)	Small-Growth	31-May-2007	5,134.14	-1.41	22.39	28.36	13.33	12.63
Union Small Cap Fund-Reg(G)	Small-Growth	10-Jun-2014	1,671.86	2.47	21.32	30.85	14.49	15.45
ICICI Pru Smallcap Fund(G)	Small-Growth	18-Oct-2007	8,565.60	-0.98	21.18	32.36	15.50	13.09
SBI Small Cap Fund-Reg(G)	Small-Growth	09-Sep-2009	35,696.19	-2.03	21.05	28.76	18.60	19.85
Canara Rob Small Cap Fund-Reg(G)	Small-Growth	15-Feb-2019	13,103.87	-0.23	20.99	33.27	NA	24.03
Kotak Small Cap Fund(G)	Small-Growth	24-Feb-2005	18,031.02	-1.69	20.97	32.52	17.40	17.48
PGIM India Small Cap Fund-Reg(G)	Small-Growth	29-Jul-2021	1,560.68	6.47	18.17	NA	NA	13.40
Motilal Oswal Small Cap Fund-Reg(G)	Small-Growth	26-Dec-2023	5,228.65	12.74	NA	NA	NA	25.05
Quantum Small Cap Fund-Reg(G)	Small-Growth	03-Nov-2023	141.83	6.51	NA	NA	NA	15.46
JM Small Cap Fund-Reg(G)	Small-Growth	18-Jun-2024	763.09	0.16	NA	NA	NA	2.31
Baroda BNP Paribas Small Cap Fund-Reg(G)	Small-Growth	30-Oct-2023	1,318.47	-2.95	NA	NA	NA	18.31
Mahindra Manulife Small Cap Fund-Reg(G)	Small-Growth	12-Dec-2022	4,065.41	-3.21	NA	NA	NA	29.30
Mirae Asset Small Cap Fund-Reg(G)	Small-Growth	31-Jan-2025	1,789.73	NA	NA	NA	NA	15.80
TRUSTMF Small Cap Fund-Reg(G)	Small-Growth	04-Nov-2024	1,030.34	NA	NA	NA	NA	4.00

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