Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Small Cap Fund

Holds 75 companies worth ₹3,937 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹4,107 CrSundaram Small Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 1.2% on Aug 2026, ₹4,155 Cr.

  • Largest holding

    Mtar Technologies LimitedMtar Technologies Limited is 5.0% of this scheme's NAV.

  • Fund manager

    Rohit SeksariaRuns it since 1 Nov 2022, as the fund house dates it. With Shalav Saket (fund manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20264,107−1.2%
Aug 20264,155+5.9%
Jul 20263,922+1.3%
Jun 20263,872+5.2%
May 20263,680+3.3%
Apr 20263,563+19.5%
Mar 20262,982−9.8%
Feb 20263,306+0.6%
Jan 20263,286−3.4%
Dec 20253,401−1.5%
Nov 20253,451−1.3%
Oct 20253,496+4.6%
AUM at month end, Sept 2026
₹4,107 Cr
+17.5% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20269.75%+0.16 pt
Jun 20269.59%+0.15 pt
Mar 20269.44%+0.04 pt
Dec 20259.40%+0.10 pt
Direct plans' share of AUM, Sept 2026
9.75%
+0.35 pt since Dec 2025
Fig. 2.Sundaram Small Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.41%−4.49%––−3.88%
3 months *
−0.84%−1.10%––+1.29%
6 months *
+15.54%+14.93%––+17.51%
1 year
+11.26%+10.07%+3.93%+7.33 pt+11.37%
3 years
+15.48%+14.23%+13.85%+1.63 pt+14.86%
5 years
+14.95%+13.67%+13.44%+1.51 pt+15.26%
10 years
+15.07%+13.91%+14.05%+1.02 pt+16.93%
Since launch
+17.96%+16.96%+15.64%+2.31 pt+19.03%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI.