Sundaram Small Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.93
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 03-01-2005
Exit Load: Nil
Fund Size:₹3,402.62 Cr
Performance
1Y
Fund2.25%
Cat. Avg.8.24%
2Y
Fund-4.07%
Cat. Avg.0.37%
3Y
Fund3.52%
Cat. Avg.13.28%
5Y
Fund5.42%
Cat. Avg.13.15%
10Y
Fund4.40%
Cat. Avg.15.96%
SI
Fund4.00%
Cat. Avg.16.67%
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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Top Sectors
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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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60787 | +1.3% | +2.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.1% | +2.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.83 L. | +1.8% | +1.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.47 L. | +15.6% | +5.9% |
| 10Y | 07 Nov, 16 | 6 L. | 9.05 L. | +50.8% | +8.1% |
| SI | 07 Apr, 06 | 12.35 L. | 25.75 L. | +108.5% | +6.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.02 L. | +2.2% | +2.2% |
| 2Y | 16 Oct, 24 | 1 L. | 92035 | -8.0% | -4.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.11 L. | +10.9% | +3.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.30 L. | +29.6% | +5.3% |
| 10Y | 17 Oct, 16 | 1 L. | 1.54 L. | +54.0% | +4.4% |
| SI | 03 Apr, 06 | 1 L. | 2.24 L. | +123.9% | +4.0% |
SIP Calculator
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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.