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Sundaram Small Cap Fund

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Fund : Sundaram Mutual Fund
Category : Equity - Diversified
Type : Open Ended
NAV(07/05/2025) 233.1846
Percentage Returns :
1 Month Ago : 8.87%
3 Months Ago : -3.58%
1 Year Ago : 2.44%
Snapshot
Inception Date 15/02/2005 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 %)
Scheme8.87-3.582.4419.39
Category8.940.367.2157.8
Sensex10.43.719.8413.77
Nifty10.173.639.4714.16
NAV Chart
Other Options
OptionsNAV(₹)
Growth233.1846 (07/05/2025)
IDCW31.9075 (07/05/2025)
IDCW-Reinvestment31.9075 (07/05/2025)
Scheme Size
Holding DateValue (₹ Cr)
31/03/20252955.26
28/02/20252762.92
31/01/20253167.78
31/12/20243401.44
30/11/20243424.27
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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