Sundaram Small Cap Fund Growth

Risk: Very High
₹ 253.31
NAV (Jul 26,2024)

Sundaram Small Cap Fund - Growth is an established mutual fund scheme that focuses on investing in small cap stocks in India. With a minimum investment requirement of INR 100, the fund offers investors the opportunity to benefit from the growth potential of small cap companies. As of the latest available data, the expense ratio is 1.97% and the PE ratio is 41.06. The fund has a total asset under management (AUM) of INR 3055.58 crore.

Sundaram Small Cap Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Small Cap Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    55.44
  • P/B Ratio
    UM_URBAN_MONEY

    7.85
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.73
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.93%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3331.22 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,866.01 (8.66%)₹ 11,560.68 (15.61%)₹ 14,122.01 (41.22%)₹ 18,629.28 (86.29%)₹ 34,394.59 (243.95%)
₹ 30,000₹ 32,598.03 (8.66%)₹ 34,682.04 (15.61%)₹ 42,366.03 (41.22%)₹ 55,887.84 (86.29%)₹ 1,03,183.77 (243.95%)
₹ 50,000₹ 54,330.05 (8.66%)₹ 57,803.4 (15.61%)₹ 70,610.05 (41.22%)₹ 93,146.4 (86.29%)₹ 1,71,972.95 (243.95%)
₹ 80,000₹ 86,928.08 (8.66%)₹ 92,485.44 (15.61%)₹ 1,12,976.08 (41.22%)₹ 1,49,034.24 (86.29%)₹ 2,75,156.72 (243.95%)
₹ 1,00,000₹ 1,08,660.1 (8.66%)₹ 1,15,606.8 (15.61%)₹ 1,41,220.1 (41.22%)₹ 1,86,292.8 (86.29%)₹ 3,43,945.9 (243.95%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Cholamandalam Financial Holdings Ltd3.06%
  • Can Fin Homes Ltd3.00%
  • KSB LTD2.71%
  • Ujjivan Small Finance Bank Ltd2.55%
  • Brigade Enterprises Ltd2.41%
  • Safari Industries India Ltd2.37%
  • Suven Pharmaceuticals Ltd2.29%
  • Radico Khaitan Ltd2.20%
  • Green Panel Industries Ltd2.09%
  • Multi Commodity Exchange of India Ltd2.02%
  • Rate Gain Travel Technologies Ltd2.00%
  • TREPS1.98%
  • Sobha Ltd1.97%
  • Westlife Foodworld Ltd1.92%
  • Equitas Small Finance Bank Limited1.90%
  • Affle India Ltd1.88%
  • Power Finance Corporation Ltd1.78%
  • CSB Bank Ltd1.67%
  • KEI Industries Ltd1.67%
  • Sterling and Wilson Renewable Energy Ltd1.66%
  • JB Chemicals & Pharmaceuticals Ltd1.64%
  • Angel One Ltd1.61%
  • Cyient Ltd1.59%
  • RHI Magnesita India Ltd1.44%
  • Carborundum Universal Ltd1.42%
  • Chalet Hotels Ltd1.41%
  • HDFC Bank Ltd1.38%
  • Coforge Ltd1.36%
  • PVR INOX Ltd1.32%
  • Birla Corporation Ltd1.32%
  • Firstsource Solutions Ltd1.30%
  • Navin Fluorine International Ltd1.29%
  • Aster DM Healthcare Ltd1.28%
  • Larsen & Toubro Ltd1.27%
  • Neogen Chemicals Ltd1.27%
  • Senco Gold Ltd1.25%
  • Tata Motors Ltd DVR1.24%
  • Emami Ltd1.22%
  • K P R Mill Ltd1.20%
  • Orient Electric Ltd1.19%
  • TD Power Systems Ltd1.17%
  • Bank of India1.17%
  • Gujarat State Petronet Ltd1.15%
  • Persistent Systems Ltd1.14%
  • Procter & Gamble Health Ltd1.13%
  • Kovai Medical Center & Hospital Ltd1.10%
  • Amrutanjan Health Care Ltd1.09%
  • S J S Enterprises Ltd1.06%
  • Birlasoft Ltd1.03%
  • Kalpataru Projects International Ltd1.03%
  • DOMS Industries Ltd0.97%
  • Tube Investments of India Ltd0.96%
  • Central Depository Services India Ltd0.94%
  • Amber Enterprises India Ltd0.94%
  • Dixon Technologies India Ltd0.94%
  • Balrampur Chini Mills Ltd0.92%
  • Gillette India Ltd0.89%
  • UTI Asset Management Co Ltd0.84%
  • Prudent Corporate Advisory Services Ltd0.73%
  • PNC Infratech Ltd0.72%
  • Triveni Turbine Ltd0.72%
  • NIIT Learning Systems Ltd0.71%
  • JK Cement Ltd0.70%
  • Computer Age Management Services Ltd0.68%
  • Mold Tek Packaging Ltd0.61%
  • State Bank of India0.61%
  • Craftsman Automation Ltd0.56%
  • MM Forgings Ltd0.53%
  • REC Ltd0.51%
  • RBL Bank Ltd0.49%
  • Ceat Ltd0.47%
  • INOX India Ltd0.45%
  • Cera Sanitaryware Ltd0.39%
  • Butterfly Gandhimathi Appliances Ltd0.38%
  • Medi Assist Healthcare Services Ltd0.36%
  • TCI Express Ltd0.36%
  • ESAB India Ltd0.31%
  • KPIT Technologies Ltd0.30%
  • ICRA Ltd0.28%
  • Union Bank of India0.26%
  • Margin Money For Derivatives0.26%
  • Hindustan Dorr Oliver Ltd0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.89%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

Motilal Oswal Small Cap Fund - Regular Plan - GrowthMotilal Oswal Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.64%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

21.81%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.60%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

70.69%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

55.44%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.30%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

54.14%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

50.31%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

43.70%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.06%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.02%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

38.92%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.25%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.34%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.36%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

32.14%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

29.43%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

26.30%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.29%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

24.05%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.44%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

44.35%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.74%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

31.56%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

29.06%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

Show all Funds

Fund Managers

RS

Mr. Rohit Seksaria

Get your latest Credit Score, FREE

Compare with similar Funds

Sundaram Small Cap Fund - Growth

vs

Bandhan Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

Quantum Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

JM Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

Motilal Oswal Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

Bank of India Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

Quant Small Cap Fund - Growth

Sundaram Small Cap Fund - Growth

vs

Tata Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

Edelweiss Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

DSP Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund - Growth

vs

ITI Small Cap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Sundaram Small Cap Fund - Growth?

The Sundaram Small Cap Fund - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Small Cap Fund - Growth as of Jul 26,2024?

The current NAV of the Sundaram Small Cap Fund - Growth as of Jul 26,2024 is INR 253.31.

What are the returns generated by the Sundaram Small Cap Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Small Cap Fund - Growth has performed well with returns of 46.48% over the past year, 24.33% over 3 years, and 22.38% over 5 years.

What is the expense ratio associated with the Sundaram Small Cap Fund - Growth?

The Sundaram Small Cap Fund - Growth has a 1.93% expense ratio, making it a cost-effective option for investors looking for growth potential in small-cap companies.

What is the minimum investment amount required for the Sundaram Small Cap Fund - Growth?

The Sundaram Small Cap Fund - Growth has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Small Cap Fund - Growth?

Sundaram Small Cap Fund - Growth offers SIP starting from INR 100 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Equity Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your