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Sundaram Small Cap Fund (IDCW)

Small Cap Fund • OPEN
NAV as of May 18, 2026
₹266.44
1 day change
Returns since inception
16.82%
CAGR
AUM (Fund size)
₹2,983 Cr
NAV: ₹ 266.44
as on May 18, 2026
Sundaram Small Cap Fund (IDCW)

Sundaram Small Cap Fund (IDCW) Overview

AUM (Fund size) ₹ 2,983 Cr
Expense ratio 1.97 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Smallcap 250 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 21 yrs 4 m since Jan 03, 2005
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
9.34%
Auto Components
8.08%
Industrial Products
7.26%
Consumer Durables
6.90%
Pharmaceuticals & Biotech
6.60%

Top Holdings

MTAR Technologie 4.06%
Aster DM Health. 3.78%
SJS Enterprises 3.00%
TREPS 2.94%
Affle 3i 2.89%
EID Parry 2.72%
Eternal 2.55%
PNB Housing 2.51%
Craftsman Auto 2.49%
DCB Bank 2.36%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Small Cap Fund (IDCW) 10.93% 20.57% 18.28%
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Small Cap Fund (IDCW) was launched on 03/01/2005. The fund manages ₹2,983 Cr in assets. Its current expense ratio is 1.97%.

Fund Manager: Rohit Seksaria

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FAQs on Sundaram Small Cap Fund (IDCW)

The current expense ratio of Sundaram Small Cap Fund (IDCW) is 1.97%.

The AUM of Sundaram Small Cap Fund (IDCW) is ₹2,983 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Small Cap Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹266.44.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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