Sundaram Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

2 Morning Star

4 Value Research

NAV( 31 Aug 2026)

₹ 299.55

4.5%

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Sundaram Small Cap Reg-G

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Performance

16.91%3y Returns

0.04% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.99%
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

₹ 3,922 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 %
SKF India (Industrial) Ltd	0.86%
Westlife Foodworld Ltd	0.69%
Aster DM Quality Care Ltd	3.52%
RateGain Travel Technologies Ltd	3.59%
Gujarat Energy Ltd	0.85%
Larsen & Toubro Ltd	1.2%
GSPL Transmission Ltd	0.05%
Sanofi Consumer Healthcare India Ltd	1.36%
OnEMI Technology Solutions Ltd	1.18%
TD Power Systems Ltd	0.59%
Kovai Medical Center & Hospital Ltd	1.13%
Esab India Ltd	0.75%
ZF Commercial Vehicle Control Systems India Ltd	1.17%
Medi Assist Healthcare Services Ltd	1.14%
Deepak Nitrite Ltd	0.96%
DCB Bank Ltd	2.11%
Angel One Ltd	1.6%
Ujjivan Small Finance Bank Ltd	1.68%
Aavas Financiers Ltd	1.5%
Safari Industries (India) Ltd	2.15%
EID-Parry (India) Ltd	2.23%
Birla Corporation Ltd	0.82%
UTI Asset Management Company Ltd	0.6%
RHI Magnesita India Ltd	0.98%
Interglobe Aviation Ltd	1.61%
Amber Enterprises India Ltd	1.31%
Orient Electric Ltd	0.71%
Electronics Mart India Ltd	0.97%
Sobha Ltd	0.63%
Birlasoft Ltd	0.32%
K.P.R. Mill Ltd	0.69%
KSB Ltd	1.57%
Kalpataru Projects International Ltd	1.3%
Cholamandalam Financial Holdings Ltd	2.23%
S.J.S Enterprises Ltd	3.52%
Adani Ports and Special Economic Zone Ltd	1.69%
Neuland Laboratories Ltd	2.03%
Greenpanel Industries Ltd	1.14%
Affle 3I Ltd	2.88%
Prudent Corporate Advisory Services Ltd	1.2%
Venus Pipes & Tubes Ltd	1.37%
Equitas Small Finance Bank Ltd	1.38%
Gland Pharma Ltd	0.63%
Natco Pharma Ltd	1.44%
Five-Star Business Finance Ltd	1.17%
Info Edge (India) Ltd	1.31%
Bandhan Bank Ltd	1.02%
MTAR Technologies Ltd	3.87%
Craftsman Automation Ltd	2.45%
Cash/Net Current Assets	0.61%
Repo	3.8%
Senco Gold Ltd	1.16%
Navin Fluorine International Ltd	0.35%
Elecon Engineering Company Ltd	1.15%
Carborundum Universal Ltd	0.36%
CSB Bank Ltd	1.04%
Ceat Ltd	0.85%
Ellenbarrie Industrial Gases Ltd	1.02%
Emami Ltd	0.69%
Shivalik Bimetal Controls Ltd	0.96%
Hindustan Dorr Oliver Ltd	0.0%
Chalet Hotels Ltd	1.39%
Reserve Bank of India T-Bills 364-D 20/05/2027	0.78%
PVR Inox Ltd	0.72%
R Systems International Ltd	0.67%
PNB Housing Finance Ltd	2.57%
Axis Bank Ltd	1.71%
Brigade Enterprises Ltd	1.62%
Ganesha Ecosphere Ltd	0.66%
Balrampur Chini Mills Ltd	1.77%
Cyient Ltd	0.65%
Ion Exchange (India) Ltd	1.18%
Eternal Ltd	3.13%

Sectors

Company	Allocation %
Others	4.41%
Construction	3.45%
Automobile	7.99%
Consumer Staples	4.69%
Materials	1.96%
Financial	21.77%
Capital Goods	13.21%
Consumer Discretionary	5.33%
Chemicals	2.33%
Textiles	1.35%
Services	12.65%
Energy	0.90%
Technology	8.11%
Metals & Mining	1.73%
Healthcare	10.11%

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

42
AUM

₹ 84,487 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

8
AUM

₹ 31,595 Cr
Highest Return

16.91%

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

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SIP amount

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Frequently Asked Questions

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

The current NAV of Sundaram Small Cap Reg-G is ₹ 299.5539

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

The expense ratio of Sundaram Small Cap Reg-G is 1.99%

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 16.91% per annum and 5-year return is 17.02% 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

₹ 299.55

4.5%

Sundaram Small Cap Reg-G

Performance

16.91%3y Returns

Investment details

₹ 100

₹ 100

0

1.99%

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

₹ 3,922 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:

42

₹ 84,487 Cr

About

Fund Manager

Ravi Gopalakrishnan

8

₹ 31,595 Cr

16.91%

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

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