Sundaram Small Cap Fund - Direct Plan
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| Fund :
|
Sundaram Mutual Fund
|
| Category :
|
Equity - Diversified
|
| Type :
|
Open Ended
|
| NAV(30/04/2026)
|
299.8797
|
| Percentage Returns :
|
| 1 Month Ago :
|
18.72%
|
| 3 Months Ago :
|
7.34%
|
| 1 Year Ago :
|
17.01%
|
Snapshot
| Inception Date
|
01/01/2013
|
Fund Manager
|
Mr. Rohit Seksaria
|
| Initial Price
|
10.00
|
Min. Invest.
|
₹ 100
|
| Objectives
|
To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.
|
| Entry Load
|
Nil
|
| Exit Load
|
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil
For more than 25% of such units: 1% of applicable Net Asset Value (NAV).
If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
|
| Scheme Plan
|
Growth
|
| Scheme Class
|
Equity - Diversified
|
| Scheme Type
|
Open Ended
|
Trailing Returns
| Type
|
1 Mth(in %)
|
3 Mths(in %)
|
1 Yr(in %)
|
3 Yrs(in %)
|
| Scheme | 18.72 | 7.34 | 17.01 | 21.88 |
| Category | 11.16 | 0.6 | 5.91 | 52.07 |
| Sensex | 6.9 | -6.51 | -4.15 | 7.97 |
| Nifty | 7.46 | -5.23 | -1.38 | 9.93 |
Other Options
| Options | NAV(₹) |
|---|
| Growth | 299.8797 (30/04/2026) |
| IDCW | 39.4075 (30/04/2026) |
| IDCW-Reinvestment | 39.4075 (30/04/2026) |
Scheme Size
| Holding Date | Value (₹ Cr) |
|---|
| 31/03/2026 | 2982.57 |
| 28/02/2026 | 3306.19 |
| 31/01/2026 | 3285.08 |
| 31/12/2025 | 3400.63 |
| 30/11/2025 | 3450.40 |
Registrar
| KFIN Technologies Pvt. Ltd. |