Sundaram Small Cap Fund Direct Plan - Growth
Expense Ratio: 0.85
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 03-01-2005
Exit Load: Nil
Fund Size:₹3,402.62 Cr
Performance
1Y
Fund10.23%
Cat. Avg.9.53%
2Y
Fund3.61%
Cat. Avg.1.54%
3Y
Fund14.93%
Cat. Avg.14.58%
5Y
Fund14.40%
Cat. Avg.14.52%
10Y
Fund14.60%
Cat. Avg.17.13%
SI
Fund17.55%
Cat. Avg.18.90%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MTAR Technologies Ltd | 201.85 | 5.21% |
| 2 | Rate Gain Travel Technologies Ltd | 137.98 | 3.56% |
| 3 | Aster DM Healthcare Ltd | 131.89 | 3.41% |
| 4 | S.J.S. Enterprises Ltd | 128.04 | 3.31% |
| 5 | TREPS | 108.04 | 2.79% |
| 6 | Zomato Ltd | 107.34 | 2.77% |
| 7 | PNB Housing Finance Ltd | 99.40 | 2.57% |
| 8 | Affle (India) Ltd | 93.72 | 2.42% |
| 9 | Craftsman Automation Ltd | 92.20 | 2.38% |
| 10 | Neuland Laboratories Ltd | 83.34 | 2.15% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 64204 | +7.0% | +14.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.35 L. | +12.2% | +12.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.11 L. | +17.3% | +11.1% |
| 5Y | 08 Nov, 21 | 3 L. | 4.47 L. | +49.1% | +16.3% |
| 10Y | 07 Nov, 16 | 6 L. | 15.29 L. | +154.8% | +18.0% |
| SI | 07 Jan, 13 | 8.30 L. | 31.41 L. | +278.4% | +17.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.10 L. | +10.2% | +10.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.07 L. | +7.3% | +3.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.52 L. | +51.8% | +14.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.95 L. | +95.0% | +14.3% |
| 10Y | 17 Oct, 16 | 1 L. | 3.91 L. | +291.1% | +14.6% |
| SI | 02 Jan, 13 | 1 L. | 9.31 L. | +830.9% | +17.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.