Item: Sundaram Small Cap Fund - Regular Plan - Growth Option
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Small Cap Fund - Regular Plan - Growth Option

290.326 (-1.209%)

NAV on July 14, 2026

Category Equity:
Small-Cap

Investment StyleBox

Mid Growth

Total Assets 3,872 cr

Turnover Ratio 82.29%

Expense Ratio 1.90%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager Rohit Seksaria (Since over 3 years) Shalav Saket (Since 4 months)

ISIN INF903J01470

Fund Family Sundaram

P/E Ratio 26.58

P/B Ratio 3.15

Launch Date February 15, 2005

Benchmark Nifty Smallcap 250 TR INR

Financial 21.42%

Industrial 21.3%

Technology 4.45%

Basic Materials 8.67%

Consumer Cyclical 21.5%

Utilities Services 1.28%

Healthcare Services 12.49%

Energy Services 0.00%

Communication Services 4.43%

Consumer Defensive 2.54%

Real Estate 1.93%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mahindra Manulife Small Cap Fund Direct Growth	22.641	11.58%	4,930 cr	0.42%	Average
Invesco India Smallcap Fund Direct Growth	52.600	11.06%	13,385 cr	0.39%	Above Average
Bandhan Small Cap Fund Direct Growth	55.557	7.17%	27,219 cr	0.33%	Above Average
Nippon India Small Cap Fund - Direct Plan - Growth Plan	203.754	4.83%	78,407 cr	0.54%	Average