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Sundaram Small Cap Fund

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Fund : Sundaram Mutual Fund
Category : Equity - Diversified
Type : Open Ended
NAV(30/05/2025) 251.6693
Percentage Returns :
1 Month Ago : 8.45%
3 Months Ago : 20.07%
1 Year Ago : 9.81%
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 %)
Scheme8.4520.079.8123.64
Category4.5714.928.7263.5
Sensex1.5111.2710.2413.35
Nifty1.7111.8710.0614.1
NAV Chart
Other Options
OptionsNAV()
Growth251.6693 (30/05/2025)
IDCW34.4368 (30/05/2025)
IDCW-Reinvestment34.4368 (30/05/2025)
Scheme Size
Holding DateValue (₹ Cr)
30/04/20253058.33
31/03/20252955.26
28/02/20252762.92
31/01/20253167.78
31/12/20243401.44
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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