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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFIDCW

Sundaram Small Cap Fund - Institutional - IDCW

Small cap FundEquity - Small cap FundBenchmark: Nifty Smallcap 100 - TRI
NAV · 31 Dec 2021₹29.58+0.86%
AUM₹4.2k Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2009

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

Fund Mandate

Equity & Equity Related Instruments of comp engaged in Banking and Financial Services65%–100%
Fixed Income, MMI and Cash & Cash Equivalents0%–35%
Investment in REITs & InvITs0%–10%
Other Equities0%–35%
Overseas Securities (Including ETFs)0%–35%
Asset Allocation
Domestic Equity95.9%
Debt0.7%
Cash & Equivalents3.4%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
—
₹100from this fund's primary plan
₹1,00,00,000
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception24 Sep 2009
AMCSundaram MF
Top Holdings As of 31 Aug 2026 · disclosed on this fund's primary plan
1TREPSMiscellaneous5.15%
2MTAR Technologies Ltd.Capital Goods4.49%
3RateGain Travel Technologies Ltd.IT3.46%
4SJS Enterprises Ltd.Automobile & Ancillaries3.46%
5Eternal Ltd.Retailing3.20%
6Aster DM Quality Care Ltd.Healthcare3.04%
7Affle 3i Ltd.IT2.74%
8PNB Housing Finance Ltd.Finance2.65%
9Craftsman Automation Ltd.Automobile & Ancillaries2.63%
10Safari Industries (India) Ltd.FMCG2.34%
Sector Allocation
Finance11.6%
IT10.0%
Healthcare9.7%
Capital Goods9.2%
Bank9.0%
Automobile & Ancillaries8.9%
Miscellaneous5.2%
Retailing4.0%
Agri3.5%
FMCG3.5%
Infrastructure2.7%
Chemicals2.4%
Realty2.3%
Hospitality2.2%
Construction Materials2.1%
Business Services2.0%
Consumer Durables2.0%
Aviation1.8%
Electricals1.5%
Iron & Steel1.5%
Logistics1.5%
Textile1.3%
Inds. Gases & Fuels1.2%
Diamond & Jewellery0.9%
Gas Transmission0.8%
G-Sec0.7%
Abrasives0.3%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Small Cap Fund - Institutional - IDCW.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.86%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹1,00,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme