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Small Capregulargrowth📊 NIFTY Smallcap 250 TRI(SEBI default)

Sundaram Small Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

#4 of 31 (1Y)

₹276.1489

2.26 (-0.81%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹276.1489

2.26 (-0.81%)

29 May 2026

AMFI: 100795

Direct · Growth

₹₹308.5810

2.51 (-0.81%)

29 May 2026

AMFI: 119589

Regular · IDCW

₹₹35.3027

0.29 (-0.81%)

29 May 2026

AMFI: 100794

Direct · IDCW

₹₹40.5509

0.33 (-0.81%)

29 May 2026

AMFI: 119588

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.37%
1 Month+3.11%
3 Months+8.29%
6 Months+5.46%
1 Year+10.93%
3 Years (CAGR)+20.23%
5 Years (CAGR)+18.10%
10 Years (CAGR)+15.29%
Since Inception (Feb 2005)+16.89%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+16.28%
3 Year SIP+12.86%
5 Year SIP+16.24%
Since Inception (Feb 2005)+15.98%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,27,500

Invested

₹9,11,193

Value today

16.0%

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

₹27,841

Value today

16.9%

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

₹12,75,000

Withdrawn

₹1,87,28,821

Corpus left

+₹1,90,03,821 net gain — withdrew ₹12,75,000 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

₹1,37,90,405

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

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹9,11,193

Benchmark

₹7,60,302

+₹1,50,891 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,51,975

Value today

5.5×

Multiple

Staying invested through that crash turned ₹1L into ₹5,51,975 — a 5.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,58,607

Regular plan

₹1,48,703

Direct earns ₹9,904 more on a ₹60K investment1.65% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSundaram Mutual Fund
CategorySmall Cap
Plan Typeregular
Optiongrowth
AUM₹3,260 Cr
Expense Ratio1.94%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Smallcap 250 TRI ✓
Launch Date15 Feb 2005
AMFI Code100795

Risk Metrics

Trailing 1 year, annualised

-0.03

Sharpe Ratio

+0.06

Alpha

0.49

Beta

-0.03

Sortino

18.06%

Std Dev

-23.31%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

MTAR Technologies Ltd

INE864I01014

4.06%

Aster DM Healthcare Ltd

INE914M01019

3.78%

S.J.S. Enterprises Ltd

INE284S01014

3.00%

Affle (India) Ltd

INE00WC01027

2.89%

EID Parry India Ltd

INE126A01031

2.72%

Zomato Ltd

INE758T01015

2.55%

PNB Housing Finance Ltd

INE572E01012

2.51%

Craftsman Automation Ltd

INE00LO01017

2.49%

DCB Bank Ltd

INE503A01015

2.36%

Rate Gain Travel Technologies Ltd

INE0CLI01024

2.25%

Safari Industries (India) Ltd

INE429E01023

2.21%

Axis Bank Ltd

INE238A01034

2.13%

Balrampur Chini Mills Ltd

INE119A01028

1.97%

Natco Pharma Ltd

INE987B01026

1.97%

Cholamandalam Financial Holdings Ltd

INE149A01033

1.96%

KSB LTD

INE999A01023

1.92%

Neuland Laboratories Ltd

INE794A01010

1.81%

Ujjivan Small Finance Bank Ltd

INE551W01018

1.80%

Adani Ports and Special Economic Zone Ltd

INE742F01042

1.72%

Sanofi Consumer Healthcare India Ltd

INE0UOS01011

1.67%

Angel One Ltd

INE732I01021

1.61%

Chalet Hotels Ltd

INE427F01016

1.58%

Aavas Financiers Ltd

INE216P01012

1.57%

Amber Enterprises India Ltd

INE371P01015

1.52%

ZF Commercial Vehicle Control Systems I Ltd

INE342J01019

1.46%

CSB Bank Ltd

INE679A01013

1.42%

Larsen & Toubro Ltd

INE018A01030

1.40%

Equitas Small Finance Bank Limited

INE063P01018

1.40%

Brigade Enterprises Ltd

INE791I01019

1.38%

Info Edge (India) Ltd

INE663F01032

1.33%

Green Panel Industries Ltd

INE08ZM01014

1.28%

Kovai Medical Center & Hospital Ltd

INE177F01017

1.27%

Tega Industries Ltd

INE011K01018

1.23%

RHI Magnesita India Ltd

INE743M01012

1.23%

Kalpataru Projects International Ltd

INE220B01022

1.20%

Neogen Chemicals Ltd

INE136S01016

1.18%

Ion Exchange (India) Ltd

INE570A01022

1.18%

Elecon Engineering Company Ltd

INE205B01031

1.15%

Ceat Ltd

INE482A01020

1.12%

Westlife Foodworld Ltd

INE274F01020

1.11%

Senco Gold Ltd

INE602W01027

1.05%

Prudent Corporate Advisory Services Ltd

INE00F201020

1.04%

Birla Corporation Ltd

INE340A01012

1.01%

Medi Assist Healthcare Services Ltd

INE456Z01021

1.00%

Gujarat State Petronet Ltd

INE246F01010

1.00%

Deepak Nitrite Ltd

INE288B01029

0.98%

Venus Pipes & Tubes Ltd

INE0JA001018

0.97%

Shivalik Bimetal Controls Ltd

INE386D01027

0.96%

UTI Asset Management Co Ltd

INE094J01016

0.94%

Emami Ltd

INE548C01032

0.89%

Performance Comparison

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Investment Objective

Sundaram Small Cap Fund Regular Plan - 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 Plan - 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