Sundaram Small Cap Inst-IDCW

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity IDCW

3 Morning Star

0 Value Research

NAV( )

₹ -

-%

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Sundaram Small Cap Inst-IDCW

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Performance

-%3y Returns

0.0% 1D Returns

Investment details

Min SIP amount

₹ -
Min Lumpsum

₹ 10000000
Lock In

0
Expense ratio

2.44%
Exit load

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 3,581 Cr
Plan

REGULAR
Launch date

15 Apr 2008
Fund type

CLOSE
Fund benchmark

NIFTY Smallcap 250 Total Return Index
ISIN

INF903J01488

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Net Payables	-0.11%
Amrutanjan Health Care Ltd	1.03%
Balrampur Chini Mills Ltd	1.74%
Bank of India	0.77%
Birla Corporation Ltd	1.08%
Brigade Enterprises Ltd	1.99%
Carborundum Universal Ltd	1.04%
CSB Bank Ltd	1.36%
Ceat Ltd	1.33%
Chalet Hotels Ltd	1.92%
Deepak Nitrite Ltd	0.48%
DCB Bank Ltd	1.34%
Westlife Foodworld Ltd	1.78%
EID-Parry (India) Ltd	1.96%
Emami Ltd	0.69%
Esab India Ltd	1.07%
Butterfly Gandhimathi Appliances Ltd	0.34%
Gujarat State Petronet Ltd	1.61%
Hindustan Dorr Oliver Ltd	0.0%
Hindustan Petroleum Corporation Ltd	1.03%
Cyient Ltd	1.42%
Inox India Ltd	0.29%
Ion Exchange (India) Ltd	0.24%
JB Chemicals & Pharmaceuticals Ltd	1.06%
JK Cement Ltd	0.71%
Birlasoft Ltd	0.82%
K.P.R. Mill Ltd	0.75%
KSB Ltd	2.12%
Kalpataru Projects International Ltd	1.29%
Kei Industries Ltd	1.65%
Kovai Medical Center & Hospital Ltd	1.5%
Larsen & Toubro Ltd	1.26%
MM Forgings Ltd	0.39%
Adani Ports and Special Economic Zone Ltd	1.41%
Navin Fluorine International Ltd	1.54%
Neuland Laboratories Ltd	1.1%
PNB Housing Finance Ltd	1.86%
Power Finance Corporation Ltd	1.15%
PVR Inox Ltd	1.18%
R Systems International Ltd	1.33%
Radico Khaitan Ltd	0.71%
SKF India Ltd	0.97%
Safari Industries (India) Ltd	2.97%
Shivalik Bimetal Controls Ltd	1.03%
Sobha Ltd	1.35%
Tata Motors Ltd	0.6%
Cholamandalam Financial Holdings Ltd	2.12%
Mold-Tek Packaging Ltd	0.52%
CreditAccess Grameen Ltd	0.91%
RBL Bank Ltd	0.27%
TD Power Systems Ltd	1.46%
Multi Commodity Exchange Of India Ltd	1.35%
RHI Magnesita India Ltd	1.3%
Angel One Ltd	1.35%
PNC Infratech Ltd	0.49%
Laurus Labs Ltd	1.65%
Tube Investments Of India Ltd	0.91%
Amber Enterprises India Ltd	0.48%
Orient Electric Ltd	1.01%
Aster DM Healthcare Ltd	2.55%
Neogen Chemicals Ltd	1.03%
Greenpanel Industries Ltd	2.32%
Affle (India) Ltd	2.57%
Sterling and Wilson Renewable Energy Ltd	1.04%
Ujjivan Small Finance Bank Ltd	1.87%
Computer Age Management Services Ltd	0.56%
UTI Asset Management Company Ltd	1.1%
Equitas Small Finance Bank Ltd	1.76%
MTAR Technologies Ltd	1.19%
Craftsman Automation Ltd	0.54%
Zomato Ltd	0.41%
S.J.S Enterprises Ltd	1.53%
Tega Industries Ltd	1.17%
RateGain Travel Technologies Ltd	2.2%
Prudent Corporate Advisory Services Ltd	0.98%
NIIT Learning Systems Ltd	1.11%
Senco Gold Ltd	1.03%
Cello World Ltd	0.44%
Honasa Consumer Ltd	0.19%
Medi Assist Healthcare Services Ltd	0.96%
Sanofi Consumer Healthcare India Ltd	0.72%
Carraro India Ltd	0.61%
Repo	4.34%
Reserve Bank of India T-Bills 364-D 02/05/2025	0.58%
Sobha Ltd PPE 31/12/2025	0.22%

Sectors

Company	Allocation %
Others	4.23%
Construction	5.31%
Automobile	4.91%
Consumer Staples	5.29%
Materials	4.63%
Financial	17.42%
Capital Goods	13.97%
Consumer Discretionary	6.27%
Chemicals	3.05%
Textiles	0.75%
Services	10.68%
Energy	2.64%
Technology	8.34%
Metals & Mining	2.89%
Healthcare	9.61%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

48
AUM

₹ 70,361 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

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Frequently Asked Questions

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What is the current NAV of Sundaram Small Cap Inst-IDCW?

The current NAV of Sundaram Small Cap Inst-IDCW is ₹ -

How much does Sundaram Small Cap Inst-IDCW charge as expense ratio?

The expense ratio of Sundaram Small Cap Inst-IDCW is 2.44%

How to Redeem Sundaram Small Cap Inst-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Small Cap Inst-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Small Cap Inst-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Small Cap Inst-IDCW based on your investment objective and risk profile.

What is the return of Sundaram Small Cap Inst-IDCW?

For Sundaram Small Cap Inst-IDCW, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.