AMC
Sundaram Mutual Fund
Category
Small Cap Fund
ISIN
INF903J01470

Sundaram Small Cap Fund

₹283.1742

−₹3.2789 (−1.14%)

NAV · Regular · Growth ·

Sundaram Small Cap Fund's Regular Growth NAV was ₹283.1742 on 19 Oct 2026, down 1.14% on the day. Its 3-year return is 13.15% a year.

52-week NAV range6.0% below high
₹224.1789₹301.3133
Expense ratio
1.99%
Fund size
₹3,596.19 Cr
Min. investment
₹100

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹224.1789 to ₹301.3133.

Regular · Growth plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old.

Fund details

Expense ratio
1.99% (Regular)
Exit load
nil if up to 25% units redeemed within 365 days. 1% exit load on redemptions exceeding 25% within 365 days. nil after 365 days. exit load waived on intra-scheme and inter-scheme switches/stp.
Riskometer
Very high
Benchmark
Nifty Small Cap 250 TRI
Launched
1 Feb 2005
Fund managers
Shalav Saket, Rohit Seksaria

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF903J01NK9₹317.7329−1.14%0.95%+9.25%
Regular · GrowthINF903J01470₹283.1742−1.14%1.99%+8.08%
Direct · IDCWINF903J01NI3₹39.1583−1.14%0.95%+2.46%
Regular · IDCWINF903J01454₹33.9423−1.14%1.99%+1.34%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Small Cap Fund moves about as much as the market

Volatility, past year

This fund17%
Nifty 50015%

Worst fall, past year

This fund−16%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Small Cap Fund is an open-ended mutual fund from Sundaram Mutual Fund, in the Small Cap Fund category. It began on 1 Feb 2005. It is benchmarked to the Nifty Small Cap 250 TRI. The fund manages ₹3,596.19 Cr across its plans as of 16 Oct 2026. The Regular · Growth plan has an expense ratio of 1.99%. The minimum first investment is ₹100, and SIPs are available.

FAQs

What is the NAV of Sundaram Small Cap Fund?

The NAV of Sundaram Small Cap Fund (Regular · Growth) was ₹283.1742 on 19 Oct 2026, down 1.14% from the previous NAV.

What plans does Sundaram Small Cap Fund have?

Sundaram Small Cap Fund has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the expense ratio of Sundaram Small Cap Fund?

The Regular · Growth plan of Sundaram Small Cap Fund has an expense ratio of 1.99%.

What is the fund size (AUM) of Sundaram Small Cap Fund?

Sundaram Small Cap Fund manages ₹3,596.19 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Small Cap Fund delivered?

Sundaram Small Cap Fund returned +8.08% over 1Y, +13.15% a year over 3Y, +13.00% a year over 5Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Small Cap Fund?

Sundaram Small Cap Fund: nil if up to 25% units redeemed within 365 days. 1% exit load on redemptions exceeding 25% within 365 days. nil after 365 days. exit load waived on intra-scheme and inter-scheme switches/stp..

What is the minimum investment and SIP amount for Sundaram Small Cap Fund?

The minimum first investment in Sundaram Small Cap Fund is ₹100, and ₹100 after that. SIPs are available (SIP available Daily (Rs.100, 92 installments), Weekly (Rs.1000, 6 installments), Monthly (Rs.100, 6 installments), Quarterly (Rs.750, 6 installments). Dates: Any day 1st-31st or all working days for weekly.).

How risky is Sundaram Small Cap Fund?

Sundaram Small Cap Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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