Sundaram Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

2 Morning Star

3 Value Research

NAV( 16 Mar 2026)

₹ 231.82

-9.65%

Invest now Compare Funds

Sundaram Small Cap Reg-G

Invest now

Performance

17.36%3y Returns

-0.15% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.94%
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

₹ 3,306 Cr
Plan

REGULAR
Launch date

3 Jan 2005
Fund type

OPEN
Fund benchmark

NIFTY Smallcap 250 Total Return Index
ISIN

INF903J01470

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
UTI Asset Management Company Ltd	0.89%
Equitas Small Finance Bank Ltd	1.57%
RateGain Travel Technologies Ltd	2.4%
Larsen & Toubro Ltd	1.54%
Navin Fluorine International Ltd	0.35%
Adani Ports and Special Economic Zone Ltd	1.8%
Senco Gold Ltd	1.08%
Tega Industries Ltd	1.22%
Natco Pharma Ltd	1.8%
S.J.S Enterprises Ltd	3.07%
Ujjivan Small Finance Bank Ltd	1.86%
Kovai Medical Center & Hospital Ltd	1.2%
Birlasoft Ltd	0.48%
K.P.R. Mill Ltd	0.87%
KSB Ltd	1.67%
Electronics Mart India Ltd	0.88%
Greenpanel Industries Ltd	1.33%
Affle 3I Ltd	2.37%
PVR Inox Ltd	0.78%
R Systems International Ltd	0.88%
Neuland Laboratories Ltd	1.74%
Eternal Ltd	2.12%
Sundaram Money Market Direct-G	0.64%
Sobha Ltd	0.76%
Ion Exchange (India) Ltd	1.21%
Sanofi Consumer Healthcare India Ltd	1.57%
Aavas Financiers Ltd	1.4%
SKF India (Industrial) Ltd	0.68%
Prudent Corporate Advisory Services Ltd	1.01%
Repo	5.43%
Amber Enterprises India Ltd	1.67%
Orient Electric Ltd	0.9%
Aster DM Healthcare Ltd	3.33%
MTAR Technologies Ltd	4.06%
Craftsman Automation Ltd	2.43%
Cash/Net Current Assets	0.16%
Venus Pipes & Tubes Ltd	1.08%
Neogen Chemicals Ltd	1.4%
Kalpataru Projects International Ltd	1.26%
ZF Commercial Vehicle Control Systems India Ltd	1.45%
Cyient Ltd	0.87%
Medi Assist Healthcare Services Ltd	1.1%
Balrampur Chini Mills Ltd	1.69%
Angel One Ltd	1.49%
Info Edge (India) Ltd	1.28%
Gujarat State Petronet Ltd	1.14%
Ganesha Ecosphere Ltd	0.65%
TD Power Systems Ltd	0.63%
Safari Industries (India) Ltd	2.45%
Shivalik Bimetal Controls Ltd	1.0%
Hindustan Dorr Oliver Ltd	0.0%
Birla Corporation Ltd	0.98%
Axis Bank Ltd	2.29%
Emami Ltd	0.94%
Esab India Ltd	0.87%
RHI Magnesita India Ltd	1.42%
Chalet Hotels Ltd	1.64%
Westlife Foodworld Ltd	1.08%
Brigade Enterprises Ltd	1.33%
EID-Parry (India) Ltd	2.63%
Deepak Nitrite Ltd	1.09%
DCB Bank Ltd	2.49%
JB Chemicals & Pharmaceuticals Ltd	0.93%
Cholamandalam Financial Holdings Ltd	1.96%
Carborundum Universal Ltd	0.69%
CSB Bank Ltd	1.44%
Ceat Ltd	1.1%
PNB Housing Finance Ltd	2.48%

Sectors

Company	Allocation %
Others	5.59%
Construction	3.63%
Automobile	8.05%
Consumer Staples	5.26%
Materials	2.31%
Financial	18.88%
Capital Goods	12.80%
Consumer Discretionary	6.10%
Chemicals	2.84%
Textiles	1.52%
Services	10.68%
Energy	1.14%
Technology	7.00%
Unclassified	0.64%
Metals & Mining	2.99%
Healthcare	10.57%

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

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 76,094 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.

Fund Manager

View All Mutual Funds

Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 30,983 Cr
Highest Return

17.36%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

What is the current NAV of Sundaram Small Cap Reg-G?

The current NAV of Sundaram Small Cap Reg-G is ₹ 231.8182

How much does Sundaram Small Cap Reg-G charge as expense ratio?

The expense ratio of Sundaram Small Cap Reg-G is 1.94%

How to Redeem Sundaram Small Cap Reg-G 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 Reg-G?

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.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Small Cap Reg-G through both SIP and lump sum?

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

What is the return of Sundaram Small Cap Reg-G?

For Sundaram Small Cap Reg-G, 3-year return is 17.36% per annum and 5-year return is 16.9% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Small Cap Reg-G?

The lock-in-period of Sundaram Small Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Small Cap Reg-G

₹ 231.82

-9.65%

Sundaram Small Cap Reg-G

Performance

17.36%3y Returns

Investment details

₹ 100

₹ 100

0

1.94%

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

₹ 3,306 Cr

REGULAR

3 Jan 2005

OPEN

NIFTY Smallcap 250 Total Return Index

INF903J01470

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 76,094 Cr

About

Fund Manager

Ravi Gopalakrishnan

9

₹ 30,983 Cr

17.36%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Small Cap Reg-G?

How much does Sundaram Small Cap Reg-G charge as expense ratio?

How to Redeem Sundaram Small Cap Reg-G Regular Growth?

What are the steps to invest in Sundaram Small Cap Reg-G?

Can I invest in Sundaram Small Cap Reg-G through both SIP and lump sum?

What is the return of Sundaram Small Cap Reg-G?

What is the lock-in period in Sundaram Small Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

Similar Mutual Funds

Samco Small Cap Reg-G

-6.63 %

9.16

-6.63%

-%

-%

Rs.500.0

Rs.134.04 Cr

Nirali Bhansali

9.16

₹500.0

₹134.04 cr

Nirali Bhansali

Mirae Asset Small Cap Reg-G

-7.0 %

10.53

-7.0%

12.79%

-%

Rs.99.0

Rs.3322.6 Cr

Siddharth Srivastava

10.53

₹99.0

₹3322.6 cr

Siddharth Srivastava

JM Small Cap Reg-G

-9.22 %