Sundaram Small Cap Fund Growth Direct Plan Adjusted

Risk: Very High
₹ 275.43
NAV (Jul 25,2024)

Invest in Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) and enjoy the benefits of a high-growth investment option. With an expense ratio of 0.85%, this fund has performed well with a PE ratio of 41.0577 and a PB ratio of 6.9601. The scheme has an AUM of INR 3055.58 crore, and the minimum investment amount is INR 100. Established in 2013, this fund offers a great opportunity for investors looking for long-term capital growth.

Sundaram Small Cap Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Small Cap Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    50.33
  • P/B Ratio
    UM_URBAN_MONEY

    7.27
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.73
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3108.53 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₹ 11,011.25 (10.11%)₹ 11,650.11 (16.50%)₹ 14,285.15 (42.85%)₹ 19,526.38 (95.26%)₹ 37,566.69 (275.67%)
₹ 30,000₹ 33,033.75 (10.11%)₹ 34,950.33 (16.50%)₹ 42,855.45 (42.85%)₹ 58,579.14 (95.26%)₹ 1,12,700.07 (275.67%)
₹ 50,000₹ 55,056.25 (10.11%)₹ 58,250.55 (16.50%)₹ 71,425.75 (42.85%)₹ 97,631.9 (95.26%)₹ 1,87,833.45 (275.67%)
₹ 80,000₹ 88,090 (10.11%)₹ 93,200.88 (16.50%)₹ 1,14,281.2 (42.85%)₹ 1,56,211.04 (95.26%)₹ 3,00,533.52 (275.67%)
₹ 1,00,000₹ 1,10,112.5 (10.11%)₹ 1,16,501.1 (16.50%)₹ 1,42,851.5 (42.85%)₹ 1,95,263.8 (95.26%)₹ 3,75,666.9 (275.67%)

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

  • Ujjivan Small Finance Bank Ltd3.01%
  • KSB LTD2.94%
  • Power Finance Corporation Ltd2.78%
  • TREPS2.74%
  • Can Fin Homes Ltd2.72%
  • Brigade Enterprises Ltd2.46%
  • Safari Industries India Ltd2.45%
  • Cholamandalam Financial Holdings Ltd2.45%
  • Radico Khaitan Ltd2.08%
  • Westlife Foodworld Ltd2.04%
  • Multi Commodity Exchange of India Ltd2.00%
  • KEI Industries Ltd2.00%
  • Sobha Developers Ltd1.99%
  • Equitas Small Finance Bank Limited1.94%
  • Sundaram Liquid Fund Direct Growth1.94%
  • Suven Pharmaceuticals Ltd1.89%
  • Green Panel Industries Ltd1.83%
  • Rate Gain Travel Technologies Ltd1.81%
  • JB Chemicals & Pharmaceuticals Ltd1.78%
  • Sterling and Wilson Renewable Energy Ltd1.75%
  • RHI Magnesita India Ltd1.71%
  • Carborundum Universal Ltd1.69%
  • Cyient Ltd1.61%
  • State Bank of India1.48%
  • Chalet Hotels Ltd1.48%
  • Angel One Ltd1.43%
  • ICRA Ltd1.41%
  • Affle India Ltd1.41%
  • HDFC Bank Ltd1.34%
  • Bank of India1.34%
  • Coforge Ltd1.33%
  • PVR INOX Ltd1.30%
  • Neogen Chemicals Ltd1.27%
  • Birla Corporation Ltd1.25%
  • Bajaj Finance Ltd1.24%
  • Tata Motors Ltd DVR1.23%
  • Firstsource Solutions Ltd1.21%
  • Gujarat State Petronet Ltd1.20%
  • TD Power Systems Ltd1.18%
  • Emami Ltd1.18%
  • Kovai Medical Center & Hospital Ltd1.16%
  • PNC Infratech Ltd1.15%
  • Senco Gold Ltd1.14%
  • Procter & Gamble Health Ltd1.13%
  • K P R Mill Ltd1.12%
  • Navin Fluorine International Ltd1.09%
  • Amrutanjan Health Care Ltd1.08%
  • Orient Electric Ltd1.07%
  • Aster DM Healthcare Ltd1.06%
  • S J S Enterprises Ltd1.05%
  • CSB Bank Ltd1.05%
  • Dixon Technologies India Ltd1.01%
  • DOMS Industries Ltd0.98%
  • Birlasoft Ltd0.97%
  • Gillette India Ltd0.94%
  • Union Bank of India0.88%
  • Central Depository Services India Ltd0.88%
  • Balrampur Chini Mills Ltd0.86%
  • Tube Investments of India Ltd0.86%
  • UTI Asset Management Co Ltd0.81%
  • Persistent Systems Ltd0.79%
  • Triveni Turbine Ltd0.73%
  • NIIT Learning Systems Ltd0.71%
  • Computer Age Management Services Ltd0.71%
  • Prudent Corporate Advisory Services Ltd0.68%
  • JK Cement Ltd0.66%
  • Mold Tek Packaging Ltd0.62%
  • MM Forgings Ltd0.56%
  • INOX India Ltd0.47%
  • Arman Financial Services Ltd0.41%
  • KPIT Technologies Ltd0.39%
  • Butterfly Gandhimathi Appliances Ltd0.35%
  • Medi Assist Healthcare Services Ltd0.35%
  • TCI Express Ltd0.33%
  • Cera Sanitaryware Ltd0.33%
  • Hindustan Dorr Oliver Ltd0.00%
  • Cash and Other Net Current Assets-0.26%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

EQUITY

Very High

24.98%

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

EQUITY

Very High

22.58%

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

EQUITY

Very High

21.76%

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

EQUITY

Very High

21.64%

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

EQUITY

Very High

21.04%

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

EQUITY

Very High

20.67%

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

EQUITY

Very High

19.60%

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

EQUITY

Very High

18.14%

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

EQUITY

Very High

17.79%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

16.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

68.97%

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

EQUITY

Very High

66.28%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

58.34%

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

EQUITY

Very High

49.71%

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

EQUITY

Very High

49.36%

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

EQUITY

Very High

46.76%

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

EQUITY

Very High

43.18%

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

EQUITY

Very High

41.18%

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

EQUITY

Very High

40.76%

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%

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

EQUITY

Very High

34.40%

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

EQUITY

Very High

32.14%

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

EQUITY

Very High

31.15%

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%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

28.53%

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

EQUITY

Very High

26.30%

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)

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

EQUITY

Very High

32.74%

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

EQUITY

Very High

32.31%

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

EQUITY

Very High

29.35%

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

EQUITY

Very High

29.06%

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

EQUITY

Very High

28.82%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

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

EQUITY

Very High

26.91%

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

EQUITY

Very High

26.71%

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

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Motilal Oswal Small Cap Fund - Regular Plan - Growth

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vs

Bank of India Small Cap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)?

The Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) as of Jul 25,2024?

The current NAV of the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) as of Jul 25,2024 is INR 275.43.

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

The Sundaram Small Cap Fund - Growth - Direct Plan has delivered solid returns of 48.12% over the past year, 26.36% over the past 3 years, and 24.87% over the past 5 years.

What is the expense ratio associated with the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)?

The Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) has a 0.82% expense ratio, making it a cost-effective option for investors looking to invest in small-cap companies.

What is the minimum investment amount required for the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)?

The minimum investment required for the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) is INR 100.

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

Yes, SIP is available for the Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) with a minimum investment of INR 100 per month.

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