Investment Objective and Approach

Sundaram Small Cap Fund focuses on small-cap stocks with high growth potential, aiming to deliver superior long-term returns. The fund is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times.

The fund follows a growth-oriented investment approach by:

- Investing primarily in companies ranked 251st onwards by market capitalization as per SEBI guidelines

- Focusing on emerging companies with strong fundamentals and high growth potential

- Achieving capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

- Maintaining a diversified portfolio across various sectors to minimize concentration risk

The fund is ideal for investors with a high-risk appetite looking to capitalize on emerging companies. The riskometer level of Sundaram Small Cap Fund is Very High.

Fund Managers

The fund is currently managed by experienced professionals who bring extensive expertise in equity investments:

Ravi Gopalakrishnan and Rohit Seksaria are the current fund managers managing this scheme. They have extensive experience of 15 years while managing equity & related investments. They are focused on picking quality companies and hold them for a long duration to generate good compounding returns in their funds.

Rohit Seksaria brings strong academic and professional credentials to the fund management team. Rohit Seksaria is a Chartered Accountant who did his MBA from Indian Institute of Management, Ahmedabad. He worked at various firms including JP Morgan Investment Management, UTI Mutual Fund, Irevna Research Services, Progress Capital, Matchpoint Investment Management and Progress Capital /Asia Capital & Advisors before joining Sundaram Asset Management Company.

Sundaram Mutual Fund changed the fund manager for its Sundaram Small Cap Fund from Ravi Gopalakrishnan and Sudhir Kedia to Ravi Gopalakrishnan and Rohit Seksaria, with effect from November 01, 2022.

About the Fund House (AMC)

Sundaram Asset Management Company Limited is a well-established mutual fund house with a rich heritage in the Indian financial services sector. Sundaram Asset Management delivers trusted mutual fund solutions with 28+ years' experience, managing ₹80,000+ crore for over 3.5 million investors.

Key highlights about the AMC:

- Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space.

- The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors.

- The company strives to make mutual funds available for a wide range of people.

- The AMC has built a reputation for consistent fund management and investor-centric approach over nearly three decades

Should I Invest in Sundaram Small Cap Fund?

Investment Suitability:

This fund is suitable for investors who:

- Have a high risk tolerance and long investment horizon (minimum 7-10 years)

- Seek exposure to emerging small-cap companies with high growth potential

- Want to diversify their portfolio with small-cap equity exposure

- Can withstand high volatility in their investment journey

Key Performance Indicators:

- The fund has delivered 16.94% returns since inception. (Regular Plan)

- The Direct Plan has delivered 17.82% returns since inception.

- Trailing returns over different periods are 0.97% (1 year), 22.49% (3 year), 30.81% (5 year).

Risk Considerations:

- Very high risk rating as per SEBI's riskometer

- High volatility due to small-cap nature of investments

- Market timing risk and liquidity concerns during market downturns

- Sector concentration risk in certain market conditions

Financial Metrics (as of recent dates):

- AUM: ₹3,310.65 Cr as of 30th June 2025

- Expense Ratio: 0.86% for Direct Plan as of 30th June 2025

- Minimum SIP: Rs 100 and lumpsum: Rs 100

FAQs

What is today's NAV of Sundaram Small Cap Fund?

The NAV varies daily based on market movements. You can check the current NAV on the official Sundaram Mutual Fund website or financial platforms like Allvest.

What is the AUM of Sundaram Small Cap Fund?

The AUM of Sundaram Small Cap Fund is ₹3,310.65 Cr as of 30th June 2025. The AUM represents the total assets managed by the fund.

What is the expense ratio of Sundaram Small Cap Fund?

The expense ratio of Sundaram Small Cap Fund Direct Plan is 0.86% as of 30th June 2025. Regular plans typically have higher expense ratios due to distributor commissions.

What are the returns of Sundaram Small Cap Fund since inception?

The Direct Plan has delivered 17.82% returns since inception. The Regular Plan has delivered 16.94% returns since inception.

What is the minimum SIP amount to invest in Sundaram Small Cap Fund?

The minimum SIP amount is Rs 100 and minimum lumpsum investment is Rs 100.

How do I invest in Sundaram Small Cap Fund?

You can invest through Allvest platform online, directly through Sundaram Mutual Fund website, or through registered distributors. Complete KYC verification is required before investment.

How to start a SIP in Sundaram Small Cap Fund?

Register on Allvest platform, complete your KYC, select Sundaram Small Cap Fund, choose SIP option, set investment amount and frequency, then set up auto-debit mandate.

How do I automate an SIP in Sundaram Small Cap Fund?

Set up an auto-debit mandate through your bank account via Allvest platform or the fund house website. This ensures automatic monthly deductions for your SIP.

How can I withdraw/redeem my investment in Sundaram Small Cap Fund?

There is no lock-in period in Sundaram Small Cap Fund. You can redeem anytime through Allvest platform, fund house website, or by submitting redemption forms to authorized centers.