Can I invest in SIP and Lumpsum in Sundaram Small Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Small Cap Fund - Direct (G). Minimum lumpsum investment Sundaram Small Cap Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Small Cap Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Small Cap Fund - Direct (G) is Sundaram Small Cap Fund - Direct (G) is ₹286.54 as on 2025-01-01.

Which are the biggest stock holdings of Sundaram Small Cap Fund - Direct (G)?

The 5 biggest stock holdings of Sundaram Small Cap Fund - Direct (G) are: Safari Inds. (2.93%), Multi Comm. Exc. (2.71%), Aster DM Health. (2.47%), Affle India (2.32%), KSB (2.28%)

What are the top sectors Sundaram Small Cap Fund - Direct (G) invests in?

A majority of Sundaram Small Cap Fund - Direct (G) 's AUM worth ₹3,424.27 (Cr) is invested in these 3 top sectors: Industrial Products : 10.57% Consumer Durables : 8.18% Banks : 7.92%

Mutual Funds
Sundaram Small Cap Fund - Direct (G)

Sundaram Small Cap Fund - Direct (G)

Small Cap Fund

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NAV
286.54(0.68%)
Fund Size (CR)
₹3,424.27
Expense Ratio
0.84
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
19.15%

Absolute Return: -4.14%

Annualized Return: 0%

Basic Details

Scheme Manager

Rohit Seksaria

Bench Mark

Nifty Smallcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9983.30	-0.17%	-	0.15%	79/118
1 Month	29 November 2024	9878.81	-1.21%	-	0.04%	81/118
3 Month	30 September 2024	9503.13	-4.97%	-	-2.84%	90/114
6 Month	28 June 2024	10401.15	4.01%	-	6.02%	67/114
1 Year	29 December 2023	11959.81	19.60%	19.60%	27.84%	99/110
3 Year	30 December 2021	17558.74	75.59%	20.64%	22.41%	65/96
5 Year	30 December 2019	35960.96	259.61%	29.17%	31.92%	61/80
Since Inception	2 January 2013	81882.45	718.82%	19.15%	23.74%	75/118

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	139931.70	7.64%	7.64%
3 Year	3 January 2022	3,70,000	551554.73	49.07%	14.23%
5 Year	1 January 2020	6,10,000	1294297.53	112.18%	16.24%
10 Year	1 January 2015	12,10,000	3411181.57	181.92%	10.92%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.14%

Standard Deviation

0.76%

Beta

1.03%

Sharpe Ratio

0.11%

Treynor's Ratio

1.76%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Safari Inds.	2.93%	387840	100.26	Equity	Plastic products
Multi Comm. Exc.	2.71%	150019	92.79	Equity	Financial Services
Aster DM Health.	2.47%	1690672	84.53	Equity	Healthcare
Affle India	2.32%	490718	79.46	Equity	IT - Software
KSB	2.28%	936780	77.94	Equity	Capital Goods-Non Electrical Equipment
Chola Financial	2.23%	468666	76.48	Equity	Finance
Greenpanel Inds.	2.16%	2132517	74.07	Equity	Plywood Boards/Laminates
Rategain Travel	2.10%	1023614	71.85	Equity	IT - Software
Brigade Enterpr.	1.98%	545048	67.64	Equity	Realty
Ujjivan Small	1.96%	18825767	67.06	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Small Cap Fund - Direct (G)	3424.27	-1.21%	-4.97%	4.01%	19.60%	20.64%
Motilal Oswal Small Cap Fund - Direct (G)	3166.26	2.92%	6.32%	21.68%	47.94%	-
Motilal Oswal Small Cap Fund - Direct (IDCW)	3166.26	2.92%	6.32%	21.67%	47.94%	-
Bandhan Small Cap Fund - Direct (G)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.48%
Bandhan Small Cap Fund - Direct (IDCW)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.35%
LIC MF Small Cap Fund - Direct (G)	411.35	0.59%	-0.67%	7.39%	40.02%	25.28%

News

Sundaram MF announces change in Fund Manager of the following scheme
Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024
Change in Fund Managers of the Scheme:

Scheme Name Existing Fund Manager New Fund Manager

Sundaram Consumption Fund Ratish B. Varier
Nikunj Gala Ratish B. Varier

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Scheme Name	Existing Fund Manager	New Fund Manager
Sundaram Consumption Fund	Ratish B. Varier Nikunj Gala	Ratish B. Varier

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127
Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹3424.27

Sundaram Small Cap Fund - Direct (G) is an Small Cap Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by Rohit Seksaria. With assets under management (AUM) worth ₹3,424.27 (Cr), as of 1 January 2025, Sundaram Small Cap Fund - Direct (G) is categorized as a Small Cap Fund within its segment. The fund has generated a return of 19.15% since its launch.
The current NAV of Sundaram Small Cap Fund - Direct (G) is ₹286.54, as on 1 January 2025. The fund's benchmark index is Nifty Smallcap 250 TRI. You can invest in Sundaram Small Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. The fund has generated 20.64% and 29.17% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.46% in Equity, 5.62% in Debt and -1.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.57% in Industrial Products, 8.18% in Consumer Durables, 7.92% in Banks, 7.74% in Capital Markets, 5.47% in Finance

FAQs

How to Invest in Sundaram Small Cap Fund - Direct (G) Direct Growth?

Sundaram Small Cap Fund - Direct (G) is a popular fund in the Small Cap Fund segment. The fund has generated a return of 19.15% since inception. Looking to invest in Sundaram Small Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Small Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Small Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Small Cap Fund - Direct (G) today and reap the benefits of this Small Cap Fund fund!

How much returns has Sundaram Small Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Small Cap Fund - Direct (G) has generated annualised return of 19.60%. In the long-term, the fund has generated 20.64% and 29.17% in 3 and 5 years respectively. Since its inception, the fund has generated 19.15% returns.

What is the expense ratio of Sundaram Small Cap Fund - Direct (G) Direct Growth?

The expense ratio of Sundaram Small Cap Fund - Direct (G) Direct Growth is 0.84%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Small Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Small Cap Fund - Direct (G) is ₹3,424.27 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Small Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of Sundaram Small Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Small Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Small Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).