Item: Sundaram Small Cap Fund Regular Plan Transfer of Income Distribution cum Capital Withdrawal
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Small Cap Fund Regular Plan Transfer of Income Distribution cum Capital Withdrawal

35.173 (0.153%)

NAV on June 05, 2026

Category Equity:
Small-Cap

Investment StyleBox

Mid Growth

Total Assets 3,563 cr

Turnover Ratio 82.29%

Expense Ratio 1.91%

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 3 months)

ISIN

Fund Family Sundaram

P/E Ratio 26.43

P/B Ratio 3.18

Launch Date February 15, 2005

Benchmark Nifty Smallcap 250 TR INR

Financial 20.95%

Industrial 21.7%

Technology 3.97%

Basic Materials 9.45%

Consumer Cyclical 20.9%

Utilities Services 1.21%

Healthcare Services 12.40%

Energy Services 0.00%

Communication Services 4.47%

Consumer Defensive 2.71%

Real Estate 2.24%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mahindra Manulife Small Cap Fund Direct Growth	21.273	8.55%	4,462 cr	0.43%	Above Average
Invesco India Smallcap Fund Direct Growth	48.900	7.35%	11,038 cr	0.40%	Average
Bandhan Small Cap Fund Direct Growth	52.798	5.22%	25,346 cr	0.34%	Above Average
Nippon India Small Cap Fund - Direct Plan - Growth Plan	195.045	3.71%	72,673 cr	0.55%	Average