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: 3,058.33 Cr As on 30-04-2025(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| Turn over: 47% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. |
255.248
1.52 (0.5948%)
17.23%
Benchmark: 16.47%
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 | 16.44 |
| Sharpe Ratio | 0.69 |
| Alpha | 1.31 |
| 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 | 12.24 | 24.5 | 23.88 | 32.71 | 14.49 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 25.92 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 24.5 | 41.69 | 32.31 | 36.01 | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 19.93 | 26.24 | 23.56 | 33.54 | 17.64 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 19.64 | 31.74 | 28.36 | 33.79 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 18.69 | 23.84 | 21.57 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 15.65 | 23.4 | 22.26 | 31.0 | 18.79 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 15.25 | - | - | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 14.69 | 33.86 | 29.69 | 29.53 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 13.49 | 26.83 | 24.54 | 35.14 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
82.41%
Others
10.65%
Large Cap
5.65%
Mid Cap
2.01%
