Sundaram Small Cap Fund – Direct-Growth NAV & Expense Ratio [Complete Details]

Sundaram small cap fund is one of the best-performing mutual funds in India. It has beaten the benchmark indexes by a massive margin over the past few years. If you are looking for high-growth opportunities, this is a fund you should consider. Read on to learn more about Sundaram small cap fund and its performance.

Sundaram small cap fund is a fund that invests in small-cap stocks. A small-cap stock is a market capitalization of 5000 crores or less. The fund was launched in 2005 and has since delivered exceptional returns. The fund has returned an average of 16.8% per year since inception. This makes it one of the best-performing small-cap funds in the world.

The fund is managed by Mr Ravi Gopalakrishnan and Mr Sudhir Kedia, who have over 20 years of experience managing small-cap portfolios. Gopalakrishnan utilizes a bottom-up approach to stock selection, focusing on companies with solid fundamentals and attractive valuations.

He also actively engages with company management, which he believes is essential for successful investments in small-cap stocks. Sundaram small cap fund is a great way to gain exposure to this asset class. For investors looking to capture the full upside potential of small-cap stocks, Sundaram small-cap fund is an excellent choice.

Sundaram Small Cap Fund – Investment objective

The fund’s investment objective is to provide long-term capital appreciation by investing predominantly in diversified stocks, that is, the portfolio of small-cap stocks. As of September 2022, the Sundaram small-cap fund had assets under management of Rs. 2039.6 crores.

The fund has generated an annualized return of 16.8% since its inception. The Sundaram small-cap fund is suitable for investors with a high-risk tolerance and a long-term investment horizon.

The fund has a five-year track record and has outperformed its benchmark index, the Nifty Small Cap 100, by a wide margin. The Sundaram small-cap fund regular is a good option for investors seeking exposure to the small-cap segment of the Indian stock market.

How to get started with Sundaram small cap fund?

Sundaram small cap fund is a mutual fund scheme that invests in small-cap stocks. Sundaram Asset Management Company Limited manages this scheme. This scheme was launched on Feb 2005 and aims to provide long-term growth by investing in a diversified portfolio of small-cap stocks. 

You can invest online or offline to get started with Sundaram small-cap fund. You must have an account with a broker that offers online mutual fund investing facilities to support online. Once you have an account, you can log in and choose the Sundaram small cap fund from the list of available funds. You can then enter the desired investment amount and complete the transaction.

If you want to invest offline, you must fill out an application form and submit it to the Sundaram AMC branch nearest you. You can also visit the website of Sundaram AMC and download the application form. After filling out the form, you must submit it along with a cheque or demand draft for the desired investment amount, made payable to the ‘Sundaram Small Cap Fund.

Why is Sundaram a good choice for your small-cap fund?

When it comes to choosing a small-cap fund, Sundaram is an excellent option.

  • Sundaram has a long track record of delivering solid returns and consistently ranks amongst the top performers in its category.
  • The fund has a diversified portfolio of companies across sectors, which helps to mitigate risk.
  • The fund management team has extensive experience and deep knowledge of the small-cap space. This enables them to identify hidden gems that have the potential to generate healthy returns.

So if you’re looking for a small-cap fund that can deliver superior returns, Sundaram is a good choice.

Benefits of Sundaram Small Cap Fund

  • The fund has a strong track record of outperforming the market and offers several benefits for investors.
  • The fund is well-diversified stocks that are generally termed as, with holdings in a variety of industries. This helps to reduce risk and improve returns.
  • The fund has a low expense ratio, which means that more of your money goes towards investment rather than fees.
  • An experienced team manages the fund with a proven track record of success. 

If you’re looking for a small-cap fund to invest in, Sundaram small-cap fund is an excellent choice.

FAQ’s on Sundaram Small Cap Fund

How frequently is the Sundaram small-cap fund’s portfolio rebalanced?

The fund’s portfolio is reviewed and rebalanced regularly, as needed.

Can non-resident Indians invest in the Sundaram small-cap fund?

Yes, non-resident Indians can invest in the Sundaram small-cap fund if they meet the eligibility criteria for Sundaram mutual fund investments in India.

Can I make withdrawals from my investment in the Sundaram small-cap fund?

Yes, you can make withdrawals from your investment in Sundaram small-cap fund, subject to applicable fees.

Does the Sundaram small cap fund have a minimum investment amount?

Yes, the minimum investment amount for the Sundaram small-cap fund is Rs. 5,000. However, subsequent investments can be made in multiples of Re 1.


Overall, the Sundaram small-cap fund offers a strong track record of performance and is managed by a skilled team with expertise in the small-cap space. Its low expense ratio and diversified portfolio make it a compelling option for investors looking to invest in small-cap stocks.

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