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

Sundaram Small Cap Growth Direct Plan

NAV
₹283.9949
-0.25%
(13 Jun)
AUM
3,311 Cr
TER
0.88%
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
+17.8%
+13.5%
+6.8%
+6.3%
+4.6%
-2.8%
3Y
+37.0%
+32.5%
+33.9%
+27.5%
+26.2%
+31.1%
5Y
+38.9%
+36.3%
+32.0%
+34.4%
+34.8%
+48.1%
ALL
+35.9%
+25.8%
+24.0%
+18.5%
+16.6%
+18.3%
VOL
17.7%
18.5%
20.8%
18.1%
-
15.4%
TER
0.4%
0.4%
0.6%
0.9%
-
0.7%
AUM
₹11,744 Cr
₹6,823 Cr
₹2,504 Cr
₹3,311 Cr
-
₹28,205 Cr
INFO
2.03
1.39
1.15
1.02
-
1.18
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 Apr
Top holdings
Treps
7.7%
Aster DM Healthcare Ltd Ordinary Shares
3.1%
PNB Housing Finance Ltd
2.8%
Affle 3i Ltd
2.7%
Safari Industries (India) Ltd
2.7%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.6%
Cholamandalam Financial Holdings Ltd
2.3%
KSB Ltd
2.2%
Balrampur Chini Mills Ltd
2.1%
E I D Parry India Ltd
2.1%
Top industry exposure
Industrials
19.2%
Financial Services
18.7%
Consumer Cyclical
17.8%
Healthcare
10.7%
Basic Materials
7.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
64%
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