Sundaram Small Cap Fund
Direct · Growth ₹299.04
22 Apr 2026
NAV
19.0%
3Y CAGR
17.0%
5Y CAGR
17.9%
10Y CAGR
18.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.61
Sharpe
-57.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.91 L | 27.4% | -62.0% | 179.8% |
| 3 Years | ₹36.00 L | ₹49.36 L | 18.8% | -33.5% | 49.7% |
| 5 Years | ₹60.00 L | ₹97.67 L | 16.9% | -18.3% | 36.3% |
| 10 Years | ₹1.20 Cr | ₹3.11 Cr | 18.2% | 14.8% | 21.5% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 27.4% | 4.8% | +22.5% |
| 3 Years | 18.8% | 21.8% | -3.1% |
| 5 Years | 16.9% | 18.8% | -1.9% |
| 10 Years | 18.2% | 14.5% | +3.7% |