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: 1.95% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,282.99 Cr As on 29-08-2025(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| Turn over: 47% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. |
260.8442
0.1 (0.0371%)
17.1%
Benchmark: 16.25%
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 | 15.66 |
| Sharpe Ratio | 0.84 |
| Alpha | 0.54 |
| 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 | -2.23 | 17.17 | 19.05 | 28.27 | 14.72 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 1.59 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | -0.04 | 17.58 | 22.26 | 30.97 | 19.11 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -0.36 | 16.69 | 12.47 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | -0.84 | 17.31 | 17.91 | 27.11 | 18.91 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | -1.18 | 25.34 | 24.0 | 30.41 | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -1.71 | 31.45 | 28.07 | 31.39 | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | -1.73 | - | - | - | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | -2.37 | 17.08 | 17.45 | - | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | -2.53 | 17.64 | 18.97 | 29.52 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
83.24%
Others
5.59%
Large Cap
6.8%
Mid Cap
4.11%
