Sundaram Mutual Fund

Sundaram Small Cap Fund

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Sundaram Small Cap Fund is a Small Cap fund managed by Sundaram Mutual Fund.

Category: Small Cap
4.5/5
very high Risk

1Y

5.13%

3Y

20.31%

5Y

22.61%

10Y

%

Since Inception

0%

Current NAV

₹336.20

Lumpsum

₹500

SIP

₹500/month

VIEW ON BROKER on Sundaram Mutual Fund's website

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a Small Cap investment strategy managed by Sundaram Mutual Fund.

Key Features

  • 20.31% CAGR over 3 years
  • Small Cap category fund
  • Managed by Sundaram Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      High ReturnsLow Expense

      Calculated based on rewards, fees, and benefits analysis.

      8.9
      Pro Score
      Returns8.1/10
      Cost Efficiency10/10
      Rating9/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Sundaram Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Important: InvestingPro.in is NOT a SEBI registered investment advisor. We provide decision support and educational content only. All financial decisions are made at your own risk.

      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

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      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodSundaram Small Cap FundCRISIL Composite BondDifference
      1Y5.13%——
      3Y20.31%——
      5Y22.61%——

      Return Calculator

      Monthly investment

      Based on 22.61% CAGR (5Y returns)

      PeriodInvestedValueGain
      1Y₹60,000₹67,881+₹7,881
      3Y₹1.8 L₹2.6 L+₹79,048
      5Y₹3.0 L₹5.6 L+₹2.6 L
      10Y₹6.0 L₹22.7 L+₹16.7 L
      15Y₹9.0 L₹75.1 L+₹66.1 L
      20Y₹12.0 L₹2.36 Cr+₹2.24 Cr

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Sundaram Small Cap Fund

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Sundaram Small Cap Fund a good investment?

      Sundaram Small Cap Fund has delivered 20.31% returns over 3 years with a very_high risk profile. It's rated 4.5/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Sundaram Small Cap Fund?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹500.

      What is the expense ratio of Sundaram Small Cap Fund?

      The expense ratio is 0%. This is the annual fee charged by Sundaram Mutual Fund for managing the fund. We recommend comparing with similar funds in the Small Cap category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Sundaram Small Cap Fund anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Frequently Asked Questions

      Is Sundaram Small Cap Fund a good investment?›
      Sundaram Small Cap Fund has delivered 20.31% returns over 3 years with a very_high risk profile. It's rated 4.5/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Sundaram Small Cap Fund?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹500.
      What is the expense ratio of Sundaram Small Cap Fund?›
      The expense ratio is 0%. This is the annual fee charged by Sundaram Mutual Fund for managing the fund. We recommend comparing with similar funds in the Small Cap category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Sundaram Small Cap Fund anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.
      InvestingPro Verdict

      Sundaram Small Cap Fund

      4.5
      Returns10.0/10
      Consistency10.0/10
      Expense Ratio10.0/10
      Fund Management9.0/10

      Sundaram Small Cap Fund is a Small Cap fund managed by Sundaram Mutual Fund with an expense ratio of 0%. It has delivered 20.31% CAGR over 3 years. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

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