Sundaram Small Cap Fund
Direct · Growth ₹321.48
18 Jun 2026
NAV
19.1%
3Y CAGR
17.0%
5Y CAGR
17.8%
10Y CAGR
18.3%
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.
3.64
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 | ₹12.90 L | 27.2% | -62.0% | 179.8% |
| 3 Years | ₹36.00 L | ₹49.16 L | 18.7% | -33.5% | 49.7% |
| 5 Years | ₹60.00 L | ₹97.21 L | 16.9% | -18.3% | 36.3% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 16.9% | -5.1% | 27.9% |
| 10 Years | ₹1.20 Cr | ₹3.10 Cr | 18.2% | 14.8% | 21.5% |
| 12 Years | ₹1.44 Cr | ₹4.50 Cr | 17.8% | 14.3% | 21.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 27.2% | 22.0% | 20.7% | +5.2% |
| 3 Years | 18.7% | 15.3% | 22.9% | +3.3% |
| 5 Years | 16.9% | 14.3% | 22.5% | +2.6% |
| 7 Years | 16.9% | 14.3% | 21.7% | +2.7% |
| 10 Years | 18.2% | 13.9% | 21.0% | +4.3% |
| 12 Years | 17.8% | 13.4% | 19.3% | +4.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.3% | 15.7% | -40.1% | 141.3% | 0.50 | 1.73 | 76% | — | — |
| 3 Years | 19.1% | 21.5% | -16.4% | 47.5% | 0.87 | 2.45 | 88% | — | — |
| 5 Years | 17.0% | 16.7% | -6.0% | 37.7% | 1.04 | 4.85 | 95% | — | — |
| 10 Years | 17.8% | 17.2% | 12.1% | 23.6% | 3.64 | — | 100% | — | — |
-57.1%
Max Drawdown
27 mo
Drawdown Duration
14 mo
Recovery Time
-11.6%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.33
3Y
0.30
5Y
0.27
7Y
0.31
10Y
0.35
12Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.78 | 0.93 | 95.6% | 84.6% | 13.0% | 1.9% |
| 3 Years | +3.91 | 0.82 | 83.4% | 79.2% | 20.4% | 18.6% |
| 5 Years | +4.97 | 0.81 | 83.0% | 77.7% | 19.2% | 16.1% |
| 7 Years | +3.71 | 0.86 | 86.3% | 82.1% | 21.1% | 19.1% |
| 10 Years | +2.47 | 0.86 | 86.7% | 83.5% | 16.0% | 14.7% |
| 12 Years | +4.09 | 0.88 | 89.2% | 84.9% | 16.9% | 13.6% |
| 15 Years | +3.57 | 0.89 | 90.3% | 86.0% | 16.0% | 13.1% |
65
Total Holdings
29.8%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | MTAR Technologies Ltd | 5.67% |
| 2 | Aster DM Healthcare Ltd | 3.33% |
| 3 | S.J.S. Enterprises Ltd | 3.30% |
| 4 | Rate Gain Travel Technologies Ltd | 3.11% |
| 5 | PNB Housing Finance Ltd | 2.68% |
| 6 | Craftsman Automation Ltd | 2.60% |
| 7 | Zomato Ltd | 2.46% |
| 8 | Affle (India) Ltd | 2.41% |
| 9 | EID Parry India Ltd | 2.15% |
| 10 | DCB Bank Ltd | 2.12% |