Investt

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

FM1: Mr. Rohit Seksaria

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company

Benchmark

NIFTY Smallcap 250 TRI

Expense Ratio

1.93% As on (31-10-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

3,495.63 Cr As on (31-10-2025)

PERFORMANCE of Sundaram Small Cap Fund Regular Plan - Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 05-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Small Cap Fund Regular Plan - Growth	-2.4	19.02	23.73	13.55	16.88
NIFTY SMALLCAP 250 TRI	-9.01	19.73	24.3	15.0	15.84
Equity: Small Cap	-6.74	17.77	23.96	16.61	15.64

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RETURNS CALCULATOR for Sundaram Small Cap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Sundaram Small Cap Fund Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Small Cap Fund Regular Plan - Growth	14.09	0.88	2.04	0.77	-	-
Equity: Small Cap	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
Sundaram Small Cap Reg Gr	23.73
TRUSTMF SMALL CAP FUND REG GR	0.0
Quantum Small Cap Fund Reg Gr	0.0
PGIM India Small Cap Fund Reg Gr	0.0
HDFC Small Cap Reg Gr	25.82
Invesco India Small Cap Reg Gr	27.02
Bandhan Small Cap Reg Gr	27.06
Axis Small Cap Reg Gr	22.38
ICICI Pru Small Cap Gr	23.16
DSP Small Cap Reg Gr	23.01

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	20.15
Capital Goods	12.41
Healthcare	10.5
Information Technology	8.36
Automobile and Auto Components	7.67
Consumer Services	6.91
Consumer Durables	6.16
Chemicals	5.66
Fast Moving Consumer Goods	2.59
Construction	2.58

Portfolio Holdings

Company	Holdings (%)
TREPS	6.0
ASTER DM HEALTHCARE LIMITED EQ	3.26
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-	2.93
MTAR TECHNOLOGIES LIMITED EQ	2.92
E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/-	2.81
CRAFTSMAN AUTOMATION LIMITED EQ	2.69
S.J.S. ENTERPRISES LIMITED EQ	2.67
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-	2.64
RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-	2.62
PNB HOUSING FINANCE LTD EQ	2.53

Sundaram Small Cap Fund Regular Plan - Growth