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: 1.93% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,340.55 Cr As on 30-09-2025(Source:AMFI)
Turn over: 47% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis

262.6765

17.06%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company

Current Asset Allocation (%)

Indicators

Standard Deviation 15.63
Sharpe Ratio 0.87
Alpha 0.62
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 -3.66 16.05 20.99 27.55 13.98
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 0.4 - - - -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 -0.06 - - - -
HDFC Small Cap Fund - Growth Option 02-04-2008 -0.92 15.46 23.12 30.11 18.35
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 -1.33 24.92 26.28 30.9 -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 -1.89 16.11 14.69 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 -2.74 16.51 19.01 26.12 18.33
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 -3.46 22.94 26.25 24.72 -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 -3.59 27.79 30.11 30.55 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 -4.47 16.19 18.33 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

82.07%

Others

2.87%

Large Cap

10.17%

Mid Cap

4.58%

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