Sundaram Small Cap Fund Regular Plan - Growth
(Erstwhile Sundaram S.M.I.L.E.Fund-Growth)
Fund House: Sundaram Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 10-02-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.94% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,310.72 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 47% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. |
256.8084
-0.64 (-0.2502%)
17.24%
Benchmark: 16.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 2 Months
9 Years 3 Months
9 Years 4 Months
12 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as smallcap stocks
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.15 |
| Sharpe Ratio | 1.03 |
| Alpha | 1.81 |
| Beta | 0.77 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 5.11 | 23.91 | 26.08 | 32.91 | 14.9 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 16.64 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 16.23 | 41.0 | 34.98 | 36.63 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 11.99 | 30.88 | 30.65 | 34.2 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 10.2 | 23.67 | 24.18 | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 10.14 | 24.69 | 25.29 | 33.56 | 18.04 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.2 | - | - | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 8.15 | 22.41 | 23.97 | 31.16 | 19.11 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 5.23 | 32.27 | 31.55 | 29.46 | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 5.05 | 22.81 | 26.95 | 34.5 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
84.85%
Others
7.15%
Large Cap
5.82%
Mid Cap
2.19%
