Equity Scheme - Small Cap FundSundaram Mutual Fund

Sundaram Small Cap Fund Regular Plan - Growth

₹276.2322▲ 1.1616 (0.42%)

Scheme Type

Open Ended Schemes

NAV History

+6.94%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,694

+6.9%

3Y Ago

₹18,316

+83.2%

5Y Ago

₹34,514

+245.1%

Past performance ≠ future results

Fund Analytics

Score: 56.6 / 100

Performance

Total Returns

Simple return over period

+10.61%

CAGR

Compound annual growth rate

+10.61%

Growth of ₹10K

Hypothetical investment value

₹11,061

SIP XIRR

SIP internal rate of return

+13.86%

Risk

Volatility (Ann.)

Std deviation of returns

16.16%LOW

Max Drawdown

Worst peak-to-trough

-13.65%

Sharpe Ratio

Risk-adjusted return

0.29POOR

Sortino Ratio

Downside risk-adjusted return

0.44POOR

Benchmark

Beta

Market sensitivity

0.99DEF

Alpha

Excess return vs benchmark

+14.18%

Tracking Error

Deviation from benchmark

10.96%

Information Ratio

Alpha per unit tracking error

1.29

Treynor Ratio

Return per unit systematic risk

4.64

Capture

Upside Capture

Participation in market gains

95.05%

Downside Capture

Participation in market losses

73.71%

Rolling Returns

1Y Rolling CAGR

Avg 28.8% (-7.5% – 121.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+10.6%-3.6%

+14.2%

3Y+20.2%+9.9%

+10.7%

5Y+17.9%+10.4%

+8.2%

Beta

1Y:0.993Y:0.915Y:0.86

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,48,341

Total Value

₹5,48,341

*Based on historical CAGR. Projections are illustrative, not guaranteed