Sundaram Small Cap Fund

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

(Principal Small Cap Fund has merged into Sundaram Small Cap Fund)

INVEST NOW

About This Fund

Invests in attractively valued high growth stocks
Currently overweight on sectors aligned towards impending domestic economic recovery
Stock selection approach is bottom-up using in-house research

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Invests in attractively valued high growth stocks
Currently overweight on sectors aligned towards impending domestic economic recovery
Stock selection approach is bottom-up using in-house research

Ideal For

Investors seeking capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Long term capital growth and income
Investment in diversified stocks that are generally termed as small caps

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
- If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged
- For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Expand All Collapse All

Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information