Sundaram Small Cap Fund · Regular · Growth
NAV
₹282.8800
as of 16 Jun 2026
Expense Ratio
1.94%
AUM
₹3,260 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.10%
- 3Y
- +18.66%
- 5Y
- +17.68%
- Since Inception
- +16.96%
SIP returns (XIRR)
- 1Y
- +19.21%
- 3Y
- +13.42%
- 5Y
- +16.67%
- Since Inception
- +16.08%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹8,77,899
Benchmark
₹7,64,870
+₹1,13,029 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,28,000
Invested
₹8,77,899
Value today
15.7%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹26,808
Value today
16.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,80,000
Withdrawn
₹1,80,29,424
Corpus left
+₹1,83,09,424 net gain — withdrew ₹12,80,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹1,32,79,055
Value today
-17.4%
vs lumpsum
Direct lumpsum would have beaten STP by 17.4% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,31,508
Value today
5.3×
Multiple
Staying invested through that crash turned ₹1L into ₹5,31,508 — a 5.3× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.11
Sharpe Ratio
+0.08
Alpha
0.51
Beta
0.10
Sortino
18.33%
Std Dev
-20.96%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks9.00%
- Auto Components8.00%
- Pharmaceuticals & Biotechnology7.00%
- Consumer Durables7.00%
- Industrial Products7.00%
- Finance6.00%
- Electrical Equipment6.00%
- Healthcare Services5.00%
- Retailing5.00%
- IT - Services4.00%
- Capital Markets4.00%
- Leisure Services3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Small Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Mtar Technologies Ltd4.06%
- 2Aster Dm Healthcare Ltd3.78%
- 3S.J.S. Enterprises Ltd3.00%
- 4Affle (India) Ltd2.89%
- 5Eid Parry India Ltd2.72%
- 6Zomato Ltd2.55%
- 7Pnb Housing Finance Ltd2.51%
- 8Craftsman Automation Ltd2.49%
- 9Dcb Bank Ltd2.36%
- 10Rate Gain Travel Technologies Ltd2.25%
Investment Objective
Sundaram Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
Sundaram Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 21 years. It manages assets worth ₹3,260 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 1.94%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations