All Funds
Equity Scheme - Small Cap FundSundaram Mutual Fund

Sundaram Small Cap Fund Institutional Plan - Growth

₹165.7589▲ 1.4097 (0.86%)

Scheme Type

Open Ended Schemes

Category

Equity Scheme - Small Cap Fund

Fund House

Sundaram Mutual Fund

ISIN

N/A

Data Points

2980 NAV records

NAV as of 31-12-2021

NAV History

+137.60%

365 data points · Period: 1Y

Returns

CAGR

1M

—

3M

—

6M

—

1Y

—

3Y

—

5Y

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹23,760

+137.6%

3Y Ago

₹16,089

+60.9%

5Y Ago

₹32,600

+226.0%

Past performance ≠ future results

Fund Analytics

Score: 67.0 / 100

Performance

Total Returns

Simple return over period

+60.18%

CAGR

Compound annual growth rate

+60.18%

Growth of ₹10K

Hypothetical investment value

₹16,018

SIP XIRR

SIP internal rate of return

+53.94%
Risk

Volatility (Ann.)

Std deviation of returns

15.74%LOW

Max Drawdown

Worst peak-to-trough

-7.56%

Sharpe Ratio

Risk-adjusted return

3.44GOOD

Sortino Ratio

Downside risk-adjusted return

4.08GOOD
Benchmark

Beta

Market sensitivity

0.67DEF

Alpha

Excess return vs benchmark

+8.33%

Tracking Error

Deviation from benchmark

12.85%

Information Ratio

Alpha per unit tracking error

0.65

Treynor Ratio

Return per unit systematic risk

80.99
Capture

Upside Capture

Participation in market gains

77.84%

Downside Capture

Participation in market losses

40.11%
Rolling Returns

1Y Rolling CAGR

Avg 94.4% (58.6% – 129.3%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-31

vs Nifty 50

Pre-computed
PeriodFundNifty 50Alpha
1Y+60.2%+74.5%
+8.3%
3Y——
—
5Y——
—
Beta
1Y: 0.673Y: —5Y: —

Outperforming the Nifty 50 index

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

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,74,535

Total Value

₹4,74,535

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