Sundaram Small Cap Fund

Primarily market-linked growth exposure

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

How the money may be invested

Equity & Equity related 65%-100%; high instruments of Small cap companies@ Other equities* 0-35%; high Fixed Income, Money Market 0-35%; Low to Medium instruments and Cash & Cash equivalents units issued by ReITs/InvITs 0-10%; Medium to high Overseas Securities (including ETFs) 0-35% of the net assets

SEBI category

Small Cap

Fund type

An open ended equity scheme investing predominantly investing in small cap stocks

Primary benchmark

Nifty Small Cap 250 TRI

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Mr. Shalav Saket(Overseas Securities)

Manager tenure on this scheme

Since 1st November 2022

Role / co-management

Primary

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 2.01%, Direct 0.97%

Exit load

Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis

Minimum application

New Investor – Rs.100/- · multiples of Any amount thereafter under each Plan/option.

SIP frequency

SIP: Daily, Weekly, Monthly and Quarterly STP: Daily, Weekly, Monthly, Quarterly, SWP: Monthly; Quarterly, Half-Yearly and Annually

Minimum SIP amount

"SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750. STP: Daily, Weekly: Rs. 1000, Monthly: Rs. 100, Quarterly: Rs. 750 SWP: Monthly and Quarterly : Rs.100"

Minimum instalments

"SIP: Weekly, Monthly and Quarterly Minimum Six installments, Daily : 92 Instalments STP: Minimum Six installments "

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.