Sundaram Small Cap Fund - Direct Plan
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| Fund :
|
Sundaram Mutual Fund
|
| Category :
|
Equity - Diversified
|
| Type :
|
Open Ended
|
| NAV(30/05/2025)
|
278.1963
|
| Percentage Returns :
|
| 1 Month Ago :
|
8.55%
|
| 3 Months Ago :
|
20.38%
|
| 1 Year Ago :
|
11.01%
|
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 | 8.27 | 18.61 | 0 | 0 |
| Category | 4.57 | 14.92 | 8.72 | 63.5 |
| Sensex | 1.51 | 11.27 | 10.24 | 13.35 |
| Nifty | 1.71 | 11.87 | 10.06 | 14.1 |
Other Options
| Options | NAV(₹) |
|---|
| Growth | 9.8958 (30/05/2025) |
| IDCW | 9.8958 (30/05/2025) |
Scheme Size
| Holding Date | Value (₹ Cr) |
|---|
| 30/04/2025 | 631.10 |
| 31/03/2025 | 594.06 |
| 28/02/2025 | 542.42 |
| 31/01/2025 | 595.33 |
| 31/12/2024 | 635.99 |
Registrar
| KFIN Technologies Pvt. Ltd. |