Sundaram Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

1 Morning Star

2 Value Research

NAV( 27 Jan 2023)

₹ 146.11
7.96%

Sundaram Small Cap Reg-G

Invest now
Performance

25.21%3y Returns

-1.18% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    2.12%
  • Exit load

    0.0% For units more than 25% of the investments
    L After 365 days
    View more
  • 0.0%

    an exit load of 1% if redeemed within 365 days.

Fund details
View Fund Documents
  • Fund size

    ₹ 2,021 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 %
Kirloskar Oil Engines Ltd. 0.64%
Tube Investments Of India Ltd. 2.37%
Neogen Chemicals Ltd. 1.52%
Rossari Biotech Ltd. 0.22%
Anupam Rasayan India Ltd. 0.94%
Chambal Fertilisers & Chemicals Ltd. 1.45%
Gujarat State Fertilizers & Chemicals Ltd. 0.17%
Safari Industries (India) Ltd. 0.92%
Navin Fluorine International Ltd. 2.21%
Affle (India) Ltd. 1.66%
Birla Corporation Ltd. 1.58%
Brigade Enterprises Ltd. 1.05%
JK Cement Ltd 1.56%
Somany Ceramics Ltd. 0.84%
RHI Magnesita India Ltd. 1.08%
Capacite Infraprojects Ltd. 1.2%
Kajaria Ceramics Ltd. 1.33%
Johnson Controls - Hitachi Air Conditioning India Ltd. 0.7%
Crompton Greaves Consumer Electricals Ltd. 0.58%
TTK Prestige Ltd. 0.87%
Amber Enterprises India Ltd. 1.57%
Dixon Technologies (India) Ltd. 2.01%
Hindustan Dorr Oliver Ltd. 0.0%
KSB Ltd. 3.2%
Craftsman Automation Ltd. 0.57%
KEC International Ltd. 1.45%
Timken India Ltd. 1.44%
CSB Bank Ltd. 1.66%
Can Fin Homes Ltd. 3.08%
Computer Age Management Services Ltd. 0.61%
UTI Asset Management Company Ltd. 0.57%
Indian Bank 0.5%
City Union Bank Ltd. 2.79%
Cholamandalam Financial Holdings Ltd. 2.2%
Indostar Capital Finance Ltd. 1.06%
Central Depository Services (India) Ltd. 0.15%
Quess Corp Ltd. 1.55%
Andhra Paper Ltd. 0.77%
Balrampur Chini Mills Ltd. 1.42%
Greenpanel Industries Ltd. 1.5%
EID-Parry (India) Ltd. 1.62%
Heritage Foods Ltd. 1.06%
Century Plyboards (India) Ltd. 1.95%
Suven Pharmaceuticals Ltd. 1.07%
Ami Organics Ltd. 0.42%
Procter & Gamble Health Ltd. 1.42%
Kovai Medical Center & Hospital Ltd. 1.03%
Amrutanjan Health Care Ltd. 3.09%
Indoco Remedies Ltd. 0.46%
JB Chemicals & Pharmaceuticals Ltd. 2.19%
Laurus Labs Ltd. 1.96%
Carborundum Universal Ltd. 2.67%
APL Apollo Tubes Ltd. 0.99%
MM Forgings Ltd. 2.4%
Lemon Tree Hotels Ltd. 1.15%
Westlife Development Ltd. 2.52%
Mahindra Logistics Ltd. 0.24%
Multi Commodity Exchange Of India Ltd. 3.38%
Just Dial Ltd. 1.11%
Birlasoft Ltd. 1.56%
KPIT Technologies Ltd. 2.08%
Nazara Technologies Ltd. 0.63%
Persistent Systems Ltd. 2.99%
Cyient Ltd. 3.3%
Ramco Systems Ltd. 0.92%
Himatsingka Seide Ltd. 1.97%
Sectors
Company Allocation %
Automobile 3.01%
Construction 8.64%
Consumer Staples 8.32%
Financial 14.17%
Capital Goods 8.67%
Consumer Discretionary 3.72%
Chemicals 7.43%
Textiles 1.97%
Services 8.40%
Technology 11.48%
Metals & Mining 6.06%
Healthcare 11.64%
Communication 1.66%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

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.

  • Funds Offered

    8
  • AUM

    ₹ 19,934 Cr
  • Highest Return

    22.42%
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

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

ICICI Pru Smallcap-G

2 Morning Star

3 Value Research

6.64 %

2 Morning Star

3 Value Research

NAV

52.71

1M Returns

6.64%

1Y Returns

63.69%

3Y Returns

31.56%

Min. Investment

Rs.100.0

Fund Size

Rs.4598.77 Cr

Fund Manager

Priyanka Khandelwal
Very High Equity G
More

NAV

52.71

Min Investment

₹100.0

Fund Size

₹4598.77 cr

Fund Manager

Priyanka Khandelwal
ADD to watchlist
Edelweiss Small Cap Fund Reg-G

4 Morning Star

4 Value Research

6.37 %

4 Morning Star

4 Value Research

NAV

24.67

1M Returns

6.37%

1Y Returns

65.72%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.1437.69 Cr

Fund Manager

Sahil Shah
Very High Equity G
More

NAV

24.67

Min Investment

₹500.0

Fund Size

₹1437.69 cr

Fund Manager

Sahil Shah
ADD to watchlist
Aditya Birla SL Small Cap-G

2 Morning Star

1 Value Research

6.62 %

2 Morning Star

1 Value Research

NAV

50.93

1M Returns

6.62%

1Y Returns

52.42%

3Y Returns

18.79%

Min. Investment

Rs.1000.0

Fund Size

Rs.2979.04 Cr

Fund Manager

Vishal Gajwani
Very High Equity G
More

NAV

50.93

Min Investment

₹1000.0

Fund Size

₹2979.04 cr

Fund Manager

Vishal Gajwani
ADD to watchlist
Canara Robeco Small Cap Fund Reg-G

4 Morning Star

5 Value Research

8.8 %

4 Morning Star

5 Value Research

NAV

23.79

1M Returns

8.8%

1Y Returns

75.18%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.4567.76 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

23.79

Min Investment

₹1000.0

Fund Size

₹4567.76 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Nippon India Small Cap-G

4 Morning Star

4 Value Research

10.96 %

4 Morning Star

4 Value Research

NAV

89.53

1M Returns

10.96%

1Y Returns

78.55%

3Y Returns

31.9%

Min. Investment

Rs.1000.0

Fund Size

Rs.23701.28 Cr

Fund Manager

Samir Rachh
Very High Equity G
More

NAV

89.53

Min Investment

₹1000.0

Fund Size

₹23701.28 cr

Fund Manager

Samir Rachh
ADD to watchlist
DSP Small Cap Reg-G

3 Morning Star

3 Value Research

8.7 %

3 Morning Star

3 Value Research

NAV

110.22

1M Returns

8.7%

1Y Returns

63.22%

3Y Returns

29.98%

Min. Investment

Rs.500.0

Fund Size

Rs.9160.66 Cr

Fund Manager

Vinit Sambre
Very High Equity G
More

NAV

110.22

Min Investment

₹500.0

Fund Size

₹9160.66 cr

Fund Manager

Vinit Sambre
ADD to watchlist
SBI Small Cap-G

4 Morning Star

4 Value Research

4 Morning Star

4 Value Research

NAV

109.78

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.15348.09 Cr

Fund Manager

R. Srinivasan
Very High Equity G
More

NAV

109.78

Min Investment

₹500.0

Fund Size

₹15348.09 cr

Fund Manager

R. Srinivasan
ADD to watchlist
HDFC Small Cap Reg-G

3 Morning Star

3 Value Research

6.66 %

3 Morning Star

3 Value Research

NAV

77.09

1M Returns

6.66%

1Y Returns

65.31%

3Y Returns

22.37%

Min. Investment

Rs.100.0

Fund Size

Rs.14649.44 Cr

Fund Manager

Chirag Setalvad
Very High Equity G
More

NAV

77.09

Min Investment

₹100.0

Fund Size

₹14649.44 cr

Fund Manager

Chirag Setalvad
ADD to watchlist
HSBC Small Cap-G

2 Morning Star

3 Value Research

11.29 %

2 Morning Star

3 Value Research

NAV

45.82

1M Returns

11.29%

1Y Returns

81.24%

3Y Returns

25.81%

Min. Investment

Rs.500.0

Fund Size

Rs.8696.59 Cr

Fund Manager

Venugopal Manghat
Very High Equity G
More

NAV

45.82

Min Investment

₹500.0

Fund Size

₹8696.59 cr

Fund Manager

Venugopal Manghat
ADD to watchlist
HSBC Small Cap Equity-G

2 Morning Star

0 Value Research

7.94 %

2 Morning Star

0 Value Research

NAV

82.25

1M Returns

7.94%

1Y Returns

67.33%

3Y Returns

25.0%

Min. Investment

Rs.1000.0

Fund Size

Rs.300.29 Cr

Fund Manager

-
Very High Equity G
More

NAV

82.25

Min Investment

₹1000.0

Fund Size

₹300.29 cr

Fund Manager

-
ADD to watchlist
IDFC Emerging Businesses Fund Reg-G

0 Morning Star

0 Value Research

8.59 %

0 Morning Star

0 Value Research

NAV

20.55

1M Returns

8.59%

1Y Returns

53.21%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1470.31 Cr

Fund Manager

Anoop Bhaskar
Very High Equity G
More

NAV

20.55

Min Investment

₹100.0

Fund Size

₹1470.31 cr

Fund Manager

Anoop Bhaskar
ADD to watchlist
Franklin India Smaller Companies-G

3 Morning Star

2 Value Research

8.83 %

3 Morning Star

2 Value Research

NAV

92.77

1M Returns

8.83%

1Y Returns

56.1%

3Y Returns

22.25%

Min. Investment

Rs.500.0

Fund Size

Rs.7287.57 Cr

Fund Manager

R Janakiraman
Very High Equity G
More

NAV

92.77

Min Investment

₹500.0

Fund Size

₹7287.57 cr

Fund Manager

R Janakiraman
ADD to watchlist
Invesco India Smallcap Fund Reg-G

2 Morning Star

3 Value Research

7.78 %

2 Morning Star

3 Value Research

NAV

21.2

1M Returns

7.78%

1Y Returns

64.03%

3Y Returns

29.51%

Min. Investment

Rs.500.0

Fund Size

Rs.1406.71 Cr

Fund Manager

Taher Badshah
Very High Equity G
More

NAV

21.2

Min Investment

₹500.0

Fund Size

₹1406.71 cr

Fund Manager

Taher Badshah
ADD to watchlist
Sundaram Small Cap Reg-G

1 Morning Star

2 Value Research

7.96 %

1 Morning Star

2 Value Research

NAV

146.11

1M Returns

7.96%

1Y Returns

62.89%

3Y Returns

25.21%

Min. Investment

Rs.100.0

Fund Size

Rs.2021.28 Cr

Fund Manager

Ravi Gopalakrishnan
Very High Equity G
More

NAV

146.11

Min Investment

₹100.0

Fund Size

₹2021.28 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Kotak Small Cap Reg-G

3 Morning Star

4 Value Research

5.44 %

3 Morning Star

4 Value Research

NAV

158.5

1M Returns

5.44%

1Y Returns

68.62%

3Y Returns

35.82%

Min. Investment

Rs.1000.0

Fund Size

Rs.8498.04 Cr

Fund Manager

Pankaj Tibrewal
Very High Equity G
More

NAV

158.5

Min Investment

₹1000.0

Fund Size

₹8498.04 cr

Fund Manager

Pankaj Tibrewal
ADD to watchlist
Quant Small Cap-G

4 Morning Star

5 Value Research

12.0 %

4 Morning Star

5 Value Research

NAV

140.09

1M Returns

12.0%

1Y Returns

89.78%

3Y Returns

38.78%

Min. Investment

Rs.1000.0

Fund Size

Rs.2870.43 Cr

Fund Manager

Sanjeev Sharma
Very High Equity G
More

NAV

140.09

Min Investment

₹1000.0

Fund Size

₹2870.43 cr

Fund Manager

Sanjeev Sharma
ADD to watchlist
Tata Small Cap Fund Reg-G

4 Morning Star

3 Value Research

6.99 %

4 Morning Star

3 Value Research

NAV

23.15

1M Returns

6.99%

1Y Returns

73.75%

3Y Returns

30.14%

Min. Investment

Rs.500.0

Fund Size

Rs.3117.26 Cr

Fund Manager

Chandraprakash Padiyar
Very High Equity G
More

NAV

23.15

Min Investment

₹500.0

Fund Size

₹3117.26 cr

Fund Manager

Chandraprakash Padiyar
ADD to watchlist
Union Small Cap Reg-G

3 Morning Star

4 Value Research

9.51 %

3 Morning Star

4 Value Research

NAV

28.37

1M Returns

9.51%

1Y Returns

65.47%

3Y Returns

31.29%

Min. Investment

Rs.1000.0

Fund Size

Rs.711.7 Cr

Fund Manager

Vinay Paharia
Very High Equity G
More

NAV

28.37

Min Investment

₹1000.0

Fund Size

₹711.7 cr

Fund Manager

Vinay Paharia
ADD to watchlist
PGIM India Small Cap Fund Reg-G

0 Morning Star

0 Value Research

10.78 %

0 Morning Star

0 Value Research

NAV

10.53

1M Returns

10.78%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.2109.46 Cr

Fund Manager

Aniruddha Naha
Very High Equity G
More

NAV

10.53

Min Investment

₹1000.0

Fund Size

₹2109.46 cr

Fund Manager

Aniruddha Naha
ADD to watchlist
IDBI Small Cap Fund Reg-G

3 Morning Star

3 Value Research

8.5 %

3 Morning Star

3 Value Research

NAV

17.48

1M Returns

8.5%

1Y Returns

67.97%

3Y Returns

25.06%

Min. Investment

Rs.500.0

Fund Size

Rs.149.85 Cr

Fund Manager

Alok Ranjan
Very High Equity G
More

NAV

17.48

Min Investment

₹500.0

Fund Size

₹149.85 cr

Fund Manager

Alok Ranjan
ADD to watchlist
ITI Small Cap Fund Reg-G

0 Morning Star

0 Value Research

3.48 %

0 Morning Star

0 Value Research

NAV

13.81

1M Returns

3.48%

1Y Returns

29.17%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.848.74 Cr

Fund Manager

Dhimant Shah
Very High Equity G
More

NAV

13.81

Min Investment

₹500.0

Fund Size

₹848.74 cr

Fund Manager

Dhimant Shah
ADD to watchlist
Mahindra Manulife Small Cap Fund Reg-G

0 Morning Star

0 Value Research

0 Morning Star

0 Value Research

NAV

9.69

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.505.35 Cr

Fund Manager

Abhinav Khandelwal
Very High Equity G
More

NAV

9.69

Min Investment

₹500.0

Fund Size

₹505.35 cr

Fund Manager

Abhinav Khandelwal
ADD to watchlist
UTI Small Cap Fund Reg-G

0 Morning Star

0 Value Research

7.9 %

0 Morning Star

0 Value Research

NAV

15.18

1M Returns

7.9%

1Y Returns

61.03%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.2389.11 Cr

Fund Manager

Ankit Agarwal
Very High Equity G
More

NAV

15.18

Min Investment

₹500.0

Fund Size

₹2389.11 cr

Fund Manager

Ankit Agarwal
ADD to watchlist
Bank of India Small Cap Fund Reg-G

4 Morning Star

4 Value Research

8.65 %

4 Morning Star

4 Value Research

NAV

25.68

1M Returns

8.65%

1Y Returns

72.32%

3Y Returns

40.59%

Min. Investment

Rs.1000.0

Fund Size

Rs.411.81 Cr

Fund Manager

Dhruv Bhatia
Very High Equity G
More

NAV

25.68

Min Investment

₹1000.0

Fund Size

₹411.81 cr

Fund Manager

Dhruv Bhatia
ADD to watchlist
Axis Small Cap Reg-G

4 Morning Star

5 Value Research

6.86 %

4 Morning Star

5 Value Research

NAV

62.12

1M Returns

6.86%

1Y Returns

58.73%

3Y Returns

33.68%

Min. Investment

Rs.100.0

Fund Size

Rs.11390.24 Cr

Fund Manager

Anupam Tiwari
Very High Equity G
More

NAV

62.12

Min Investment

₹100.0

Fund Size

₹11390.24 cr

Fund Manager

Anupam Tiwari
ADD to watchlist