Sundaram Small Cap Fund
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| Fund :
|
Sundaram Mutual Fund
|
| Category :
|
Equity - Diversified
|
| Type :
|
Open Ended
|
| NAV(05/12/2025)
|
259.7420
|
| Percentage Returns :
|
| 1 Month Ago :
|
-3.02%
|
| 3 Months Ago :
|
1.51%
|
| 1 Year Ago :
|
-2.4%
|
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 | -3.02 | 1.51 | -2.4 | 19.04 |
| Category | -0.39 | 2.84 | 0.47 | 51.22 |
| Sensex | 2.7 | 6.2 | 4.83 | 10.9 |
| Nifty | 2.3 | 5.84 | 5.98 | 11.88 |
Other Options
| Options | NAV(₹) |
|---|
| Growth | 259.7420 (05/12/2025) |
| IDCW | 33.2053 (05/12/2025) |
| IDCW-Reinvestment | 33.2053 (05/12/2025) |
Scheme Size
| Holding Date | Value (₹ Cr) |
|---|
| 31/10/2025 | 3495.63 |
| 30/09/2025 | 3340.55 |
| 31/08/2025 | 3282.20 |
| 31/07/2025 | 3393.53 |
| 30/06/2025 | 3438.89 |
Registrar
| KFIN Technologies Pvt. Ltd. |