Sundaram Small Cap Fund
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Growthvine rating: 2/5 — ranked #19 of 37 in category.
Fund basics
| Category | Equity: Small Cap |
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| NAV | ₹268.78 (as of 2026-10-23) |
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| AUM | ₹4,155 Cr |
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| Expense ratio | 1.63% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 14.55% |
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| Sharpe ratio | 0.52 |
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| Standard deviation | 19.59% |
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| Max drawdown | −67.74% |
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| Alpha | 3.13 |
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| Beta | 0.87 |
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Over 5 years, captured 86.5% of NIFTY Smallcap 250's upside and 77.1% of its downside.
Market cap allocation
| Large cap | 10.3% |
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| Mid cap | 6.3% |
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| Small cap | 83.4% |
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Concentration
| Top 5 holdings | 17.4% |
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| Top 10 holdings | 29.0% |
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| Total holdings | 74 |
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| Index overlap | 15.5% |
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| Active share | 84.5% |
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Top holdings
- MTAR Technologies Limited — 5.0%
- RateGain Travel Technologies Limited — 3.2%
- S.J.S. Enterprises Limited — 3.2%
- Eternal Limited — 3.2%
- Aster DM Healthcare Limited — 2.8%
- AFFLE 3I LIMITED — 2.6%
- PNB Housing Finance Limited — 2.6%
- Cash and Other Net Current Assets — 2.4%
- Safari Industries (India) Ltd. — 2.2%
- DCB Bank Limited — 2.1%
Top sectors
- Banking & Financial — 11.7%
- Finance & Investments — 8.4%
- Automobile — 8.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 3.5% | Q3 | #18 of 34 |
| 2025 | 0.4% | Q1 (Top) | #2 of 30 |
| 2024 | 19.1% | Q4 (Bottom) | #26 of 28 |
| 2023 | 45.3% | Q2 | #9 of 24 |
| 2022 | −2.1% | Q3 | #16 of 22 |