Analyst’s Choice
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Small Cap Fund - Regular Plan
|
Very High
|
Please wait... |
1.99 |
|||
Very High
|
Please wait... |
1.55 |
||||
Very High
|
Please wait... |
1.64 |
||||
Very High
|
Please wait... |
1.68 |
||||
Very High
|
Please wait... |
1.76 |
₹2,627 Cr
1.00 (365)
100
100
100
6
1 min read•By News Desk
Sundaram Small Cap Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Small Cap Fund - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Small Cap Fund - Regular Plan is ₹209.0532 as of 02-Dec-2023.
The AUM of Sundaram Small Cap Fund - Regular Plan Fund is ₹2,627 Cr as of 31-Oct-2023
The riskometer level of Sundaram Small Cap Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
3.20
|
|
3.09
|
|
3.09
|
|
3.05
|
|
2.89
|
As of 31-Oct-2023, Sundaram Small Cap Fund - Regular Plan had invested 95.07% in Equity and 4.93% in Cash & Cash Eq. See More
Sundaram Small Cap Fund - Regular Plan is 18 years 9 months old. It has delivered 17.79% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
36.53%
|
33.80%
|
22.82%
|
16.80%
|
22.02%
|
17.79%
|
No, There is no lock in period in Sundaram Small Cap Fund - Regular Plan.
The expense ratio of Sundaram Small Cap Fund - Regular Plan is 1.99.
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