Sundaram Small Cap Fund Direct Growth
- Fund size
- ₹3,596 Cr
- Launched
- 2 Jan 2013
- Volatility (3Y)
- 16.7%
- Worst fall (5Y)
- -23.8%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -3.58% | Absolute |
| 6 months | +23.34% | Absolute |
| 1 year | +12.06% | CAGR |
| 3 years | +15.46% | CAGR |
| 5 years | +15.48% | CAGR |
| 10 years | +14.65% | CAGR |
| Since launch | +17.66% | CAGR · from 2 Jan 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹4,26,820
- XIRR
- +11.94%
- Invested
- ₹6,00,000
- Value today
- ₹9,03,008
- XIRR
- +16.83%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 74 holdings · top 10 = 30.3%| Company | Sector | Weight |
|---|---|---|
| MTAR Technologies | Industrials | 4.49% |
| Rategain Travel Technologies | IT | 3.46% |
| S.J.S. Enterprises | Automobiles | 3.46% |
| Eternal | Consumer Discretionary | 3.20% |
| Aster DM Quality Care | Healthcare | 3.04% |
| Affle 3i | IT | 2.74% |
| PNB Housing Finance | Financial Services | 2.65% |
| Craftsman Automation | Automobiles | 2.63% |
| Safari Industries (India) | Consumer Discretionary | 2.34% |
| DCB Bank | Financial Services | 2.33% |
| EID Parry India | Consumer Staples | 2.21% |
| Cholamandalam Financial Holdings | Financial Services | 2.04% |
| Axis Bank | Financial Services | 1.95% |
| InterGlobe Aviation | Industrials | 1.84% |
| Brigade Enterprises | Real Estate | 1.73% |
About this fund
A small cap fund invests at least 65% of its assets in companies ranked 251st and below by market capitalisation. Higher growth potential, with sharper drawdowns — suited to long horizons.
SEBI category: Equity Scheme - Small Cap Fund · ISIN INF903J01NK9
Other small cap funds
Is this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.