Sundaram Small Cap Fund Regular Plan - Growth

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Category: Equity: Small Cap
Launch Date: 10-02-2005
Asset Class: Equity
Benchmark: Nifty Smallcap 250 TRI
Expense Ratio: 1.99% As on (31-07-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 392.23 Cr As on (31-07-2026)
Turn over: 32.3

NAV as on 14-08-2026

297.6203

-0.05 (-0.0166%)

CAGR Since Inception

17.03%

Nifty Smallcap 250 TRI 15.87%

PERFORMANCE of Sundaram Small Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 14-08-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Small Cap Fund Regular Plan - Growth	18.38	18.14	16.9	14.68	17.03
NIFTY SMALLCAP 250 TRI	10.37	18.1	16.41	15.47	15.87
Equity: Small Cap	14.73	17.24	16.5	16.9	17.86

Yearly Performance (%)

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Fund Managers

Rohit Seksaria, Shalav Saket

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company

RETURNS CALCULATOR for Sundaram Small Cap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Sundaram Small Cap Fund Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Small Cap Fund Regular Plan - Growth	14.09	0.72	0.86	0.84	-	-
Equity: Small Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Small Cap Fund Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 14-08-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Small Cap Fund Regular Plan - Growth	10-02-2005	18.38	9.34	18.14	16.9	14.68
TrustMF Small Cap Fund -Regular Plan-Growth	04-11-2024	31.88	0.0	0.0	0.0	0.0
Bank Of India Small Cap Fund Regular Plan Growth	12-12-2018	27.48	10.95	22.23	19.36	0.0
Union Small Cap Fund - Regular Plan - Growth Option	10-06-2014	24.81	11.79	18.5	17.36	16.52
Motilal Oswal Small Cap Fund - Regular - Growth	01-12-2023	24.2	14.33	0.0	0.0	0.0
ITI Small Cap Fund - Regular Plan - Growth Option	01-02-2020	20.44	11.07	24.85	17.33	0.0
Aditya Birla Sun Life Small Cap Fund - Growth	31-05-2007	20.34	8.44	16.49	13.88	13.01
JM Small Cap Fund (Regular) - Growth Option	27-06-2024	20.16	7.26	0.0	0.0	0.0
DSP Small Cap Fund - Regular - Growth	15-06-2007	19.88	9.21	18.26	17.95	16.56
LIC MF Small Cap Fund-Regular Plan-Growth	15-06-2017	19.23	4.69	19.03	18.06	0.0

PORTFOLIO ANALYSIS of Sundaram Small Cap Fund Regular Plan - Growth

Asset Allocation (%)