Sundaram Small Cap Fund Direct Growth

Last Updated:

23 February 2026

About

Mutual Fund Type:

Equity

Inception Date:

26 February 1996

AUM/Fund Size:

Rs 3,285.08 Cr

NAV:

Rs 284.87

Total Expense Ratio (TER):

0.83%

Exit Load:

1% if redeemed within 1 year

Benchmark Index:

NIFTY Smallcap 250 Total Return Index

Min SIP:

Rs 100

Min SIP:

Rs 100

Fund Manager:

Rohit Seksaria

Returns

Since Inception:

17.80%

10 Year Returns:

17.30%

5 Year Returns:

21.70%

3 Year Returns:

21.30%

1 Year Returns:

Advanced Ratios

Alpha:

3.39

Beta:

0.8

Sharpe:

0.86

Sortino:

1.23

P/E Ratio:

26.79

P/B Ratio:

Top 3 Holdings & Sectors

MTAR Technologies (3.84%)
Craftsman Automation (2.94%)
SJS Enterprises (2.93%)

Industrials (21.59%)
Financial (20.97%)
Consumer Desc (20.85%)

Equity/ Cash/ Debt Split

Equity:

96.17%

Cash:

3.27%

Debt:

0.56%