Sundaram Small Cap Fund
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| Fund :
|
Sundaram Mutual Fund
|
| Category :
|
Equity - Diversified
|
| Type :
|
Open Ended
|
| NAV(11/03/2026)
|
241.0389
|
| Percentage Returns :
|
| 1 Month Ago :
|
-8.42%
|
| 3 Months Ago :
|
-6.31%
|
| 1 Year Ago :
|
12.47%
|
Snapshot
| Inception Date
|
15/02/2005
|
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 | -8.42 | -6.31 | 12.47 | 17.69 |
| Category | -6.7 | -5.31 | 9.36 | 50.84 |
| Sensex | -8.75 | -9.38 | 3.73 | 9.13 |
| Nifty | -8.04 | -7.84 | 6.08 | 11.08 |
Other Options
| Options | NAV(₹) |
|---|
| Growth | 241.0389 (11/03/2026) |
| IDCW | 30.8142 (11/03/2026) |
| IDCW-Reinvestment | 30.8142 (11/03/2026) |
Scheme Size
| Holding Date | Value (₹ Cr) |
|---|
| 31/01/2026 | 3285.08 |
| 31/12/2025 | 3400.63 |
| 30/11/2025 | 3450.40 |
| 31/10/2025 | 3495.63 |
| 30/09/2025 | 3340.55 |
Registrar
| KFIN Technologies Pvt. Ltd. |