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Sundaram Small Cap Fund - Direct Plan

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Fund : Sundaram Mutual Fund
Category : Equity - Diversified
Type : Open Ended
NAV(18/07/2025) 294.9179
Percentage Returns :
1 Month Ago : 4.3%
3 Months Ago : 15%
1 Year Ago : 6.85%
Snapshot
Inception Date 01/01/2013 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. ` 100
Objectives To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.
Entry Load Nil
Exit Load If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Scheme Plan Growth
Scheme Class Equity - Diversified
Scheme Type Open Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme4.3156.8526.8
Category2.158.851.7266.86
Sensex0.384.080.514.46
Nifty0.634.680.6715.33
NAV Chart
Other Options
OptionsNAV(₹)
Growth294.9179 (18/07/2025)
IDCW41.4688 (18/07/2025)
IDCW-Reinvestment41.4688 (18/07/2025)
Scheme Size
Holding DateValue (₹ Cr)
30/06/20253438.89
31/05/20253310.65
30/04/20253058.33
31/03/20252955.26
28/02/20252762.92
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
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