3 Year return

26.4%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3108.53 Cr.

Expense Ratio

0.82% (inclusive of GST)

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
0.5

Ratings by other agencies

2
2
2

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RG

Ravi Gopalakrishnan

Fund Manager since Dec 2017

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 127
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Small Cap Fund Direct Plan Growth

The Sundaram Small Cap Fund Direct Plan Growth is a mutual fund scheme offered by Sundaram Mutual Fund. It is important to note that the previous Principal Small Cap Fund has been merged into the current fund after the acquisition of Principal Mutual Fund India by Sundaram. It is an open-ended equity fund, allowing investment in a highly diversified portfolio of small-cap companies. The small-cap fund invests in the stocks of companies ranking from 251st onwards based on their full market capitalisation.

Investment Objective of the Scheme

The fund's objective is to generate capital appreciation for investors with an investment horizon of 3 to 4 years. Small-cap stocks have a higher propensity for growth. The fund’s research-backed investment strategy reveals the potential of small-cap businesses for investing.

Key Features of The Fund

5-year return 25.85%
Expense Ratio 0.82%
Fund Manager Ravi Gopalakrishnan
Fund Size ₹3108.53 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Small-cap funds are riskier than mid or large-size companies. Ideally, investors in these funds should have a high-risk appetite. If your aim is long-term capital appreciation and you are ready to take higher risks for higher returns, the Sundaram Small Cap Fund might catch your attention. However, make sure you evaluate the fund’s relevance to your individual financial plan and check your risk tolerance before investing.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

What is today's NAV of Sundaram Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Small Cap Fund Jun 14 2024 is 268.7917

What is the AUM of Sundaram Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Small Cap Fund is 3108.53 crore.

What is the expense ratio of Sundaram Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Small Cap Fund is 0.82%

What are the returns of Sundaram Small Cap Fund since inception?

The Sundaram Small Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 19.62 since inception.

What is the minimum SIP amount to invest in Sundaram Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Small Cap Fund is 100.

How do I invest in Sundaram Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.