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Sundaram Small Cap Fund Regular Plan - Growth

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Small Cap

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Sundaram Small Cap Fund Regular Plan Returns

NAV: ₹276.2322

As of 2026-05-22

10.93%

1yr

20.24%

3yr

18.1%

5yr

All

May-25Aug-25Nov-25Feb-26May-26

Sundaram Small Cap Fund Regular Plan Return Calculator

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Sundaram Small Cap Fund Regular Plan Overview

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About Sundaram Small Cap Fund Regular Plan - Growth

The Sundaram Small Cap Fund Regular Plan - Growth , a Small Cap multi-cap fund   Open Ended Mutual Funds   from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Sundaram Small Cap Fund Regular Plan - Growth - Performance

The Sundaram Small Cap Fund Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 10.93. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹3,562.9142 Cr. and the latest NAV declared is 276.2322 as on 2026-05-22.

Sundaram Small Cap Fund Regular Plan - Growth - Investment Strategy

The Sundaram Small Cap Fund Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Sundaram Small Cap Fund Regular Plan - Growth - Fees and Expenses

The Sundaram Small Cap Fund Regular Plan - Growth has an expense ratio of 1.97 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Sundaram Small Cap Fund Regular Plan - Growth - SIP Planning

The Sundaram Small Cap Fund Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Sundaram Small Cap Fund Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Small Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Small Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

100

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Min Lumpsum

₹100

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Fund Size(Cr)

₹3,562.91

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Expense Ratio

1.97%

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Exit Load

Nil

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

Sundaram Small Cap Fund Regular Plan Holdings

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Sundaram Small Cap Fund Regular Plan AMC Details

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  • Fund House

    Sundaram Asset Management Company Limited

  • Fund Manager

    Rohit Seksaria

Sundaram Small Cap Fund Regular Plan FAQs

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How can I invest in the Sundaram Small Cap Fund Regular Plan ?

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What are the historical returns of the Sundaram Small Cap Fund Regular Plan ?

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What is the Net Asset Value (NAV) of Sundaram Small Cap Fund Regular Plan currently?

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Is Sundaram Small Cap Fund Regular Plan a good investment option for me?

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What are the expense ratios associated with Sundaram Small Cap Fund Regular Plan ?

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Can I invest in both SIP and Lump Sum plans for Sundaram Small Cap Fund Regular Plan ?

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How can I redeem my investments in the Sundaram Small Cap Fund Regular Plan ?

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What is the current Asset Under Management (AUM) for Sundaram Small Cap Fund Regular Plan ?

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How can I invest in the Sundaram Small Cap Fund Regular Plan through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.