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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,393.53 Cr As on 31-07-2025(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Turn over: 47% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment.

253.2381

16.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 250 TRI
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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 smallcap stocks

Current Asset Allocation (%)

Indicators

Standard Deviation 15.56
Sharpe Ratio 1.04
Alpha 1.1
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 -3.2 17.34 19.99 26.48 14.35
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 1.71 26.46 25.31 29.14 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 1.33 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 -0.18 17.08 13.76 - -
HDFC Small Cap Fund - Growth Option 02-04-2008 -0.26 17.36 23.22 29.02 18.74
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 -0.56 - - - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 -0.75 17.79 18.83 25.65 18.81
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 -1.87 30.96 28.86 29.84 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 -1.91 17.86 18.69 - -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 -2.04 26.31 25.67 23.16 -

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

83.24%

Others

5.59%

Large Cap

6.8%

Mid Cap

4.11%

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