Sundaram Small Cap Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal
EquitySmall-Cap
37.57
0.37(0.99%)
NAV as on 19 Dec, 2025
CAGR
19.80%
- AUM (Crs.)3,450.40
- Expense Ratio0.85 %
- Sharpe Ratio / Category Average0.86 / 0.76
- Standard Deviation / Category Average15.94 / 16.80
- Beta / Category Average0.78 / 0.81
- Portfolio Turnover / Category Average82.29 / 49.00
- Top 5 Stocks Wt.15.26
- Top 10 Stocks Wt.28.58
- Top 3 Sectors Wt.58.70
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria
- Launch Date01 Jan, 2013
- BenchmarkS&P BSE 500
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.
Riskometer
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