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Sundaram Small Cap Fund - Direct Plan
3 Year Absolute Returns
33.04% ↑
NAV (₹) on 13 Mar 2026
34.02
1 Day NAV Change
-2.91%
Risk Level
Very High Risk
Rating
Sundaram Small Cap Fund - Direct Plan is a Equity mutual fund categorized under MidsmallCap, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 3,306.19 Cr.
Benchmark
Nifty Smallcap 100
Expense Ratio
0.83%
Scheme Type
Open Ended
Exit Load
1%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 3,306.19 Cr
Equity
187.88%
Money Market & Cash
12.13%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 9.65% |
| Treps/Reverse Repo | 5.43% |
| Engineering - General | 4.86% |
| IT Consulting & Software | 4.63% |
| Hospitals & Medical Services | 4.53% |
| Pharmaceuticals | 4.47% |
| Finance & Investments | 4.46% |
| Aerospace & Defense | 4.06% |
| Finance - Housing | 3.88% |
| Entertainment & Media | 3.15% |
| Auto Ancl - Others | 3.07% |
| Chemicals - Speciality | 2.97% |
| Hotels, Resorts & Restaurants | 2.72% |
| Diversified | 2.63% |
| Domestic Appliances | 2.57% |
| Packaging & Containers | 2.45% |
| E-Commerce/E-Retail | 2.12% |
| Realty | 2.09% |
| Port & Port Services | 1.80% |
| Sugar | 1.69% |
| Pumps | 1.67% |
| Construction, Contracting & Engineering | 1.54% |
| Auto Ancl - Susp. & Braking - Others | 1.45% |
| Refractories | 1.42% |
| Plywood/Laminates | 1.33% |
| Internet & Catalogue Retail | 1.28% |
| Power - Transmission/Equipment | 1.26% |
| Gas Transmission/Marketing | 1.14% |
| Insurance Distributor | 1.10% |
| Tyres & Tubes | 1.10% |
| Chemicals - Inorganic - Others | 1.09% |
| Gems, Jewellery & Precious Metals | 1.08% |
| Steel - Tubes/Pipes | 1.08% |
| Steel - General | 1.00% |
| Cement | 0.98% |
| Personal Care | 0.94% |
| Finance - Mutual Funds | 0.89% |
| Consumer Electronics | 0.88% |
| Textiles - Spinning - Cotton Blended | 0.87% |
| Welding Equipments | 0.87% |
| Abrasives And Grinding Wheels | 0.69% |
| Bearings | 0.68% |
| Textiles - Processing/Texturising | 0.65% |
| Mutual Fund Units | 0.64% |
| Engineering - Heavy | 0.63% |
| Chemicals - Others | 0.35% |
| Cash | 0.16% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| TREPS | 5.43% | ₹ 179.65 | Others |
| MTAR Technologies Ltd | 4.06% | ₹ 134.22 | Aerospace & Defense |
| Aster DM Healthcare Ltd | 3.33% | ₹ 110.06 | Hospitals & Medical Services |
| S.J.S. Enterprises Ltd | 3.07% | ₹ 101.58 | Auto Ancl - Others |
| EID Parry India Ltd | 2.63% | ₹ 87.07 | Diversified |
| DCB Bank Ltd | 2.49% | ₹ 82.46 | Finance - Banks - Private Sector |
| PNB Housing Finance Ltd | 2.48% | ₹ 81.87 | Finance - Housing |
| Safari Industries (IndiLtd | 2.45% | ₹ 81.06 | Packaging & Containers |
| Craftsman Automation Ltd | 2.43% | ₹ 80.18 | Engineering - General |
| Rate Gain Travel Technologies Ltd | 2.40% | ₹ 79.49 | IT Consulting & Software |
| Affle (IndiLtd | 2.37% | ₹ 78.45 | Entertainment & Media |
| Axis Bank Ltd | 2.29% | ₹ 75.67 | Finance - Banks - Private Sector |
| Zomato Ltd | 2.12% | ₹ 70.01 | E-Commerce/E-Retail |
| Cholamandalam Financial Holdings Ltd | 1.96% | ₹ 64.66 | Finance & Investments |
| Ujjivan Small Finance Bank Ltd | 1.86% | ₹ 61.63 | Finance - Banks - Private Sector |
| Natco Pharma Ltd | 1.80% | ₹ 59.66 | Pharmaceuticals |
| Adani Ports and Special Economic Zone Ltd | 1.80% | ₹ 59.35 | Port & Port Services |
| Neuland Laboratories Ltd | 1.74% | ₹ 57.53 | Pharmaceuticals |
| Balrampur Chini Mills Ltd | 1.69% | ₹ 55.74 | Sugar |
| Amber Enterprises India Ltd | 1.67% | ₹ 55.08 | Domestic Appliances |
| KSB LTD | 1.67% | ₹ 55.35 | Pumps |
| Chalet Hotels Ltd | 1.64% | ₹ 54.09 | Hotels, Resorts & Restaurants |
| Sanofi Consumer Healthcare India Ltd | 1.57% | ₹ 52.05 | Chemicals - Speciality |
| Equitas Small Finance Bank Limited | 1.57% | ₹ 51.93 | Finance - Banks - Private Sector |
| Larsen & Toubro Ltd | 1.54% | ₹ 50.98 | Construction, Contracting & Engineering |
| Angel One Ltd | 1.49% | ₹ 49.20 | Finance & Investments |
| ZF Commercial Vehicle Control Systems I Ltd | 1.45% | ₹ 47.94 | Auto Ancl - Susp. & Braking - Others |
| CSB Bank Ltd | 1.44% | ₹ 47.61 | Finance - Banks - Private Sector |
| RHI Magnesita India Ltd | 1.42% | ₹ 47.09 | Refractories |
| Aavas Financiers Ltd | 1.40% | ₹ 46.44 | Finance - Housing |
| Neogen Chemicals Ltd | 1.40% | ₹ 46.42 | Chemicals - Speciality |
| Brigade Enterprises Ltd | 1.33% | ₹ 43.92 | Realty |
| Green Panel Industries Ltd | 1.33% | ₹ 43.86 | Plywood/Laminates |
| Info Edge (IndiLtd | 1.28% | ₹ 42.23 | Internet & Catalogue Retail |
| Kalpataru Projects International Ltd | 1.26% | ₹ 41.79 | Power - Transmission/Equipment |
| Tega Industries Ltd | 1.22% | ₹ 40.31 | Engineering - General |
| Ion Exchange (IndiLtd | 1.21% | ₹ 40.02 | Engineering - General |
| Kovai Medical Center & Hospital Ltd | 1.20% | ₹ 39.82 | Hospitals & Medical Services |
| Gujarat State Petronet Ltd | 1.14% | ₹ 37.63 | Gas Transmission/Marketing |
| Ceat Ltd | 1.10% | ₹ 36.48 | Tyres & Tubes |
| Medi Assist Healthcare Services Ltd | 1.10% | ₹ 36.26 | Insurance Distributor |
| Deepak Nitrite Ltd | 1.09% | ₹ 35.90 | Chemicals - Inorganic - Others |
| Senco Gold Ltd | 1.08% | ₹ 35.70 | Gems, Jewellery & Precious Metals |
| Westlife Foodworld Ltd | 1.08% | ₹ 35.83 | Hotels, Resorts & Restaurants |
| Venus Pipes & Tubes Ltd | 1.08% | ₹ 35.86 | Steel - Tubes/Pipes |
| Prudent Corporate Advisory Services Ltd | 1.01% | ₹ 33.49 | Finance & Investments |
| Shivalik Bimetal Controls Ltd | 1.00% | ₹ 33.02 | Steel - General |
| Birla Corporation Ltd | 0.98% | ₹ 32.38 | Cement |
| Emami Ltd | 0.94% | ₹ 31.24 | Personal Care |
| JB Chemicals & Pharmaceuticals Ltd | 0.93% | ₹ 30.67 | Pharmaceuticals |
| Orient Electric Ltd | 0.90% | ₹ 29.68 | Domestic Appliances |
| UTI Asset Management Co Ltd | 0.89% | ₹ 29.46 | Finance - Mutual Funds |
| Electronics Mart India Ltd | 0.88% | ₹ 29.13 | Consumer Electronics |
| R Systems International Ltd | 0.88% | ₹ 29.13 | IT Consulting & Software |
| Cyient Ltd | 0.87% | ₹ 28.80 | IT Consulting & Software |
| ESAB India Ltd | 0.87% | ₹ 28.66 | Welding Equipments |
| K.P.R. Mill Ltd | 0.87% | ₹ 28.63 | Textiles - Spinning - Cotton Blended |
| PVR INOX Ltd | 0.78% | ₹ 25.66 | Entertainment & Media |
| Sobha Ltd | 0.76% | ₹ 25.07 | Realty |
| Carborundum Universal Ltd | 0.69% | ₹ 22.70 | Abrasives And Grinding Wheels |
| SKF India (Industrial) Ltd | 0.68% | ₹ 22.32 | Bearings |
| Ganesha Ecosphere Ltd | 0.65% | ₹ 21.43 | Textiles - Processing/Texturising |
| Sundaram Money Market Fund-Direct Plan - Growth | 0.64% | ₹ 21.08 | Others |
| TD Power Systems Ltd | 0.63% | ₹ 20.82 | Engineering - Heavy |
| Birlasoft Ltd | 0.48% | ₹ 16.01 | IT Consulting & Software |
| Navin Fluorine International Ltd | 0.35% | ₹ 11.51 | Chemicals - Others |
| Cash & Other Net Current Assets | 0.16% | ₹ 5.19 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -14.82% | 3.33% | -0.36% | 9.98% |
| Category returns | -5.31% | 7.30% | 13.00% | 49.55% |
Fund Objective
To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - Small Cap
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹34.02 | 3.33% | 33.04% | 47.65% | ₹3,306 | 0.83% |
Very High
|
|
Aditya Birla Sun Life Small Cap Fund - Direct Plan
Diversified
Direct
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₹62.59 | 4.57% | 31.29% | 36.26% | ₹4,882 | 0.91% |
Very High
|
|
Aditya Birla Sun Life Small Cap Fund - Direct Plan
Diversified
Direct
|
₹62.59 | 4.57% | 31.29% | 36.26% | ₹4,882 | 0.91% |
Very High
|
|
DSP Small Cap Fund - Direct Plan
Diversified
Direct
|
₹54.60 | 4.11% | 30.09% | 48.78% | ₹16,886 | 0.79% |
Very High
|
|
DSP Small Cap Fund - Direct Plan
Diversified
Direct
|
₹54.60 | 4.11% | 30.09% | 48.78% | ₹16,886 | 0.79% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹29.68 | 2.19% | 28.68% | 38.05% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹29.68 | 2.19% | 28.68% | 38.05% | ₹3,306 | 1.94% |
Very High
|
|
PGIM India Small Cap Fund - Direct Plan
Diversified
Direct
|
₹13.46 | 0.22% | 27.46% | 0.00% | ₹1,489 | 0.58% |
Very High
|
|
PGIM India Small Cap Fund - Direct Plan
Diversified
Direct
|
₹13.46 | 0.22% | 27.46% | 0.00% | ₹1,489 | 0.58% |
Very High
|
|
Aditya Birla Sun Life Small Cap Fund
Diversified
Regular
|
₹32.28 | 3.55% | 27.32% | 29.41% | ₹4,882 | 1.90% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹34.02 | 3.33% | 33.04% | 47.65% | ₹3,306 | 0.83% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.77 | 0.12% | 32.86% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.77 | 0.12% | 32.86% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹77.32 | 2.51% | 32.22% | 39.10% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹77.32 | 2.51% | 32.22% | 39.10% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹77.32 | 2.51% | 32.22% | 39.10% | ₹135 | 0.52% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹33.51 | 3.47% | 30.82% | 44.63% | ₹1,695 | 2.06% |
Moderately High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹73.15 | 1.98% | 30.28% | 36.01% | ₹135 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹73.15 | 1.98% | 30.28% | 36.01% | ₹135 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹73.15 | 1.98% | 30.28% | 36.01% | ₹135 | 1.08% |
Very High
|
FAQs
What is the current NAV of Sundaram Small Cap Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Sundaram Small Cap Fund - Direct Plan IDCW is ₹34.02 as of 13 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Small Cap Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Sundaram Small Cap Fund - Direct Plan IDCW is ₹3,306.19 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Small Cap Fund - Direct Plan IDCW?
Sundaram Small Cap Fund - Direct Plan IDCW has delivered returns of 3.33% (1 Year), 9.98% (3 Year), 8.11% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Small Cap Fund - Direct Plan IDCW?
Sundaram Small Cap Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Small Cap Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Sundaram Small Cap Fund - Direct Plan IDCW is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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