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Returns (NAV as on 30-Apr-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -2.65% | -1.34% | 0.72% |
| 1M | 3.46% | 2.91% | 3.49% |
| 3M | -1.79% | -0.64% | 5.23% |
| 6M | -10.47% | -8.45% | -0.21% |
| 1Y | 0.06% | 3.23% | 8.83% |
| 2Y | 22.92% | 24.3% | 17.39% |
| 3Y | 17.22% | 17.6% | 13.81% |
| 5Y | 31.45% | 32.07% | 21.95% |
| ALL | 16.83% | 15.87% | 13.89% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 14.09% | 0.52% | 0.77% | 0.22% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Sundaram Small Cap Fund Regular Plan - Growth
Compare your fund with the top category schemes.
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22% (p.a.)
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3% (p.a.)
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22% (p.a.)
DSP Small Cap Fund - Regular - Growth
3Y Returns14.64% (p.a.)
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22% (p.a.)
Tata Small Cap Fund Regular Growth
3Y Returns19.17% (p.a.)
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22% (p.a.)
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.32% (p.a.)
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Start SIPPortfolio Summary (as on 28-Feb-2025)
An insight into your portfolio composition.
Equity95.06% Debt0.72% Others4.23%
Equity Market Cap
Top 5 Sectors of Equity
Industrials 19%
Consumer Cyclical 18%
Financial Services 18%
Basic Materials 9%
Healthcare 9%
Top 5 Companies of Equity
Safari Industries (India) Ltd 3%
Cholamandalam Financial Holdings Ltd 3%
Aster DM Healthcare Ltd Ordinary Shares 3%
Affle India Ltd 3%
Craftsman Automation Ltd 2%
Debt Market Cap
Top 5 Sectors of Debt
1%
Top 5 Companies of Debt
364 DTB 1%
Others Market Cap
Top 5 Sectors of Others
4%
Top 5 Companies of Others
Treps 3%
Sundaram Money Market Dir Gr 2%
Margin Money For Derivatives 1%
Cash And Other Net Current Assets^ -2%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Small Cap Fund Regular Plan - Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Small Cap Fund Regular Plan - Growth as of 30-04-2025 is 232.0612.
What is the benchmark of Sundaram Small Cap Fund Regular Plan - Growth?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Small Cap Fund Regular Plan - Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Small Cap Fund Regular Plan - Growth?
The fund's top 5 sectors holdings are Industrials, Consumer Cyclical, Financial Services, Basic Materials, Healthcare, ,
How can I redeem my investments in Sundaram Small Cap Fund Regular Plan - Growth?
Redeeming your investments in Sundaram Small Cap Fund Regular Plan - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Ravi Gopalakrishnan, Rohit Seksaria, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Small Cap Fund Regular Plan - Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Small Cap Fund Regular Plan - Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Small Cap Fund Regular Plan - Growth is Rs 3167.78 Crs. Crs.
Should I invest in Sundaram Small Cap Fund Regular Plan - Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Small Cap Fund Regular Plan - Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
