Sundaram Small Cap Fund Direct Plan - Growth

Factsheet

As of 31 Aug 2026

Inception

15 Feb 2005

Fund managers

Rohit Seksaria (since 01 Nov 2022), Shalav Saket (since 01 Nov 2022)

Benchmark

Nifty Small Cap 250 TRI

AUM

1072 crore

Regular expense

1.6%

Direct expense

0.7%

Portfolio turnover

30.4

Minimum investment

₹ 100

SIP minimum

₹ 100

Exit load

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil

Standard deviation

19.5%

Beta

0.9

Sharpe

0.6