Sundaram Small Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.0%
Sharpe Ratio3.87
Beta0.84
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash And Other Net Current AssetsUtilities3.79%
Aster DM Healthcare Ltd Ordinary SharesServices3.29%
Affle 3i LtdServices3.08%
PNB Housing Finance LtdFinancial Services2.92%
E I D Parry India LtdCapital Goods2.90%
Safari Industries (India) LtdConsumers2.58%
Cholamandalam Financial Holdings LtdFinancial Services2.49%
SJS Enterprises LtdConsumers2.42%
Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services2.38%
Craftsman Automation LtdConsumers2.28%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.94%
Regulatory & Tax Information
INF903J01496
ISINDailyDealing Frequency
BSE Smallcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)