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Sundaram Small Cap Fund Direct Growth
+18.49%
3Y annualised
+3.57% 1D
NAV: 01 Apr '26
₹261.60
Min. for SIP
₹100
Fund size (AUM)
₹3,306.19 Cr
Expense ratio
0.86%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,156 | -8.07% | |
| 3 years | ₹1,80,000 | ₹1,85,912 | +3.28% | |
| 5 years | ₹3,00,000 | ₹3,87,288 | +29.10% | |
| 10 years | ₹6,00,000 | ₹12,84,199 | +114.03% |
Holdings (66)
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Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.5% | +18.6% | +15.4% | +16.9% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 18 | 11 | 9 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +4.80% | +29.27% | 20,474.12 | |
Invesco India Smallcap Fund Direct Growth | +5.01% | +22.81% | 9,716.40 | |
Nippon India Small Cap Fund Direct Growth | +1.65% | +19.27% | 67,641.50 | |
Quant Small Cap Fund Direct Plan Growth | -0.23% | +19.10% | 27,653.65 | |
Axis Small Cap Fund Direct Growth | +1.21% | +16.69% | 26,007.72 | |
| Compare | ||||
Fund management
RSRohit SeksariaNov 2022 - PresentView details
RS
Rohit Seksaria
Nov 2022 - Present
View details
About Sundaram Small Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 01 Apr 2026 is ₹261.60.
The Sundaram Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,