no icon
no icon
amc icon

Sundaram Small Cap Fund Direct Growth

Equity | Small Cap

(NAV as of 29/11/2024)
286.16 (0.76)

3Y Returns

22.22%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.84%

Fund Size

3008 Cr

Inception Date

02-Jan-13

Fund Manager

Ravi Gopalakrishnan

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.69%

Debt & Others

5.31%

Market Cap Allocation

Large Cap

10.14%

Mid Cap

11.87%

Small Cap

72.68%

Other Cap

5.31%

Sector Allocation

Finance

11.90%

Industrial Products

9.89%

Banks

9.48%

Internet and Technology

9.27%

Capital Markets

8.52%

Top Ten Holdings

TREPS

4.72%

KSB Ltd

2.96%

Multi Commodity Exchange Of India Ltd

2.95%

KEI Industries Ltd

2.80%

Can Fin Homes Ltd

2.79%

Investment 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.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

Similar Funds
amc icon

Sundaram Small Cap Fund Direct Growth

1Y

25.87%

3Y

22.22%

5Y

29.63%

amc icon

Bandhan Emerging Businesses Fund Direct Plan-Growth

1Y

55.48%

3Y

30.98%

5Y

NA

amc icon

Nippon India Small Cap Fund Direct Plan Growth Plan Growth

1Y

34.81%

3Y

29.57%

5Y

37.06%

amc icon

Quant Small Cap Fund Direct Plan - Growth

1Y

38.01%

3Y

29.41%

5Y

48.08%

amc icon

Tata Small Cap Fund Direct Plan Growth

1Y

39.86%

3Y

27.66%

5Y

34.62%

amc icon

Invesco India Small Cap Fund - Direct Growth

1Y

40.75%

3Y

27.27%

5Y

33.88%

amc icon

Iti Small Cap Fund Direct Plan Growth

1Y

44.1%

3Y

27.03%

5Y

NA

amc icon

Franklin India Smaller Companies Fund - Direct Growth

1Y

30.25%

3Y

26.81%

5Y

30.87%

amc icon

Bank Of India Small Cap Fund-Direct Plan-Growth

1Y

34.71%

3Y

25.92%

5Y

39.52%

amc icon

Hdfc Small Cap Fund - Direct Plan - Growth Option

1Y

26.89%

3Y

25.38%

5Y

30.81%

amc icon

Edelweiss Small Cap Fund - Direct Plan - Growth

1Y

32.78%

3Y

25.27%

5Y

35.23%

amc icon

Canara Robeco Small Cap Fund Direct Growth

1Y

30.48%

3Y

23.42%

5Y

36.04%

amc icon

Dsp Small Cap Fund - Direct Plan - Growth

1Y

28.18%

3Y

23.36%

5Y

32.04%

amc icon

Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth

1Y

32.71%

3Y

23.32%

5Y

NA

amc icon

Uti Small Cap Fund - Direct Growth Plan

1Y

32.02%

3Y

22.3%

5Y

NA

amc icon

Union Small Cap Fund Direct Plan-Growth

1Y

24.32%

3Y

22.29%

5Y

31.11%

amc icon

Axis Small Cap Fund - Direct Plan Growth

1Y

28.75%

3Y

22.14%

5Y

29.65%

amc icon

Icici Prudential Smallcap Fund - Direct Plan - Growth

1Y

24.09%

3Y

21.37%

5Y

30.09%

amc icon

Sbi Small Cap Fund - Direct Plan - Growth

1Y

29.1%

3Y

20.84%

5Y

28.52%

amc icon

Kotak Small Cap Fund - Direct Plan - Growth

1Y

32.62%

3Y

19.94%

5Y

32.75%

amc icon

Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan

1Y

27.7%

3Y

19.09%

5Y

25.57%

amc icon

Pgim India Small Cap Fund Direct Plan - Growth

1Y

26.01%

3Y

15.72%

5Y

NA

amc icon

Lic Small Cap Fund - Direct Plan - Growth

1Y

NA

3Y

6.88%

5Y

19.45%

amc icon

Hsbc Small Cap Fund Direct Growth

1Y

NA

3Y

2.79%

5Y

16.67%

amc icon

Quantum Small Cap Fund - Direct Plan Growth

1Y

23.14%

3Y

NA

5Y

NA

amc icon

Mahindra Manulife Small Cap Fund - Direct - Growth

1Y

38.16%

3Y

NA

5Y

NA

amc icon

Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option

1Y

29.71%

3Y

NA

5Y

NA

amc icon

Motilal Oswal Small Cap Fund-Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Hsbc Small Cap Equity Fund - Growth Direct Plan

1Y

NA

3Y

-2.38%

5Y

14.79%

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.