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Enter a Single character of a Scheme :
22 Sep 2026 | 04:09 IST
Sundaram Small Cap Fund (G)
Summary Info
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram Small Cap Fund (G)
AMC : Sundaram Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 03-Jan-05
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 4155.35
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.21 0.39 4.27 25.86 13.45 16.05 15.89 17.05
Category Avg -0.19 -1.71 1.76 10.68 2.64 12.65 11.91 13.10
Category Best 1.26 9.85 19.91 39.09 29.97 37.07 23.05 40.75
Category Worst -2.54 -4.97 -6.60 -6.48 -19.00 -4.74 -0.42 -12.27
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8601 5.6195 0.6328 1.8897 0.0584
Holdings Date :31-Aug-26
Company Name% Hold
MTAR Technologie 4.49
Rategain Travel 3.46
SJS Enterprises 3.46
Eternal 3.20
Aster DM Quality 3.04
Affle 3i 2.74
PNB Housing 2.65
Craftsman Auto 2.63
Safari Inds. 2.34
DCB Bank 2.33
EID Parry 2.21
Chola Financial 2.04
Axis Bank 1.95
Interglobe Aviat 1.84
Brigade Enterpr. 1.73
Neuland Labs. 1.59
Dhoot Transmissi 1.55
Kalpataru Proj. 1.50
Adani Ports 1.50
Ujjivan Small 1.47
AAVAS Financiers 1.46
Angel One 1.46
Chalet Hotels 1.46
KSB 1.40
Greenpanel Inds. 1.37
Info Edg.(India) 1.33
Balrampur Chini 1.31
Equitas Sma. Fin 1.28
Venus Pipes 1.28
Amber Enterp. 1.27
Prudent Corp. 1.26
Ellen.Indl.Gas 1.18
Larsen & Toubro 1.16
ZF Commercial 1.16
Sanofi Consumer 1.15
Natco Pharma 1.12
Five-Star Bus.Fi 1.11
Kovai Medical 1.10
Onemi Technology 1.08
Elecon Engg.Co 1.07
CSB Bank 1.03
Clean Science 1.01
Granules India 1.00
Medi Assist Ser. 0.99
ION Exchange 0.96
Deepak Nitrite 0.96
Senco Gold 0.94
Bandhan Bank 0.91
SKF India Indus. 0.88
RHI Magnesita 0.88
Cyient 0.85
Electronics Mart 0.84
CEAT 0.80
Esab India 0.77
Birla Corpn. 0.76
One 97 0.74
K P R Mill Ltd 0.73
Westlife Food 0.73
Gujarat Energy 0.72
Orient Electric 0.69
Gland Pharma 0.69
TD Power Systems 0.62
R Systems Intl. 0.59
Emami 0.59
Sapphire Foods 0.57
Sobha 0.54
UTI AMC 0.54
Ganesha Ecosphe. 0.54
Navin Fluo.Intl. 0.38
Carborundum Uni. 0.35
Birlasoft Ltd 0.29
Shivalik Bimetal 0.22
GSPL Transmissio 0.05
Hind.Dorr-Oliver 0.00
TBILL-364D 0.74
TREPS 5.15
Net CA & Others -1.76
Margin Money For Derivatives 0.01
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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