Sundaram Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Small Cap Growth Direct Plan

NAV
₹280.7545
-1.98%
(1 Aug)
AUM
3,439 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+5.7%
+4.7%
+1.2%
+0.2%
-2.5%
-7.5%
3Y
+32.2%
+27.7%
+30.0%
+22.8%
+22.1%
+27.5%
5Y
+36.3%
+34.1%
+29.8%
+31.8%
+31.9%
+39.8%
ALL
+34.7%
+25.2%
+23.3%
+18.1%
+16.0%
+18.0%
VOL
17.6%
18.4%
20.7%
18.0%
-
15.4%
TER
0.4%
0.4%
0.5%
0.9%
-
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
₹2,641 Cr
₹3,439 Cr
-
₹29,629 Cr
INFO
1.98
1.37
1.13
1.01
-
1.17
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Cash And Other Net Current Assets
3.8%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
Affle 3i Ltd
3.1%
PNB Housing Finance Ltd
2.9%
E I D Parry India Ltd
2.9%
Safari Industries (India) Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.5%
SJS Enterprises Ltd
2.4%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.4%
Craftsman Automation Ltd
2.3%
Top industry exposure
Consumer Cyclical
20.3%
Financial Services
19.5%
Industrials
19.4%
Healthcare
12.1%
Basic Materials
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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.
Fund manager(s)
Rohit Seksaria

FAQs