Equity Scheme - Small Cap FundSundaram Mutual Fund

Sundaram Small Cap Fund Direct Plan - Growth

₹278.0115▼ 0.6303 (0.23%)

Scheme Type

Open Ended Schemes

NAV History

-6.93%

365 data points · Period: 1Y

Returns

CAGR

-0.23%

+4.89%

-2.64%

+16.02%

+18.08%

+18.94%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,307

-6.9%

3Y Ago

₹17,620

+76.2%

5Y Ago

₹34,364

+243.6%

Past performance ≠ future results

Fund Analytics

Score: 58.0 / 100

Performance

Total Returns

Simple return over period

+6.68%

CAGR

Compound annual growth rate

+6.68%

Growth of ₹10K

Hypothetical investment value

₹10,668

SIP XIRR

SIP internal rate of return

-9.16%

Risk

Volatility (Ann.)

Std deviation of returns

15.00%LOW

Max Drawdown

Worst peak-to-trough

-13.30%

Sharpe Ratio

Risk-adjusted return

0.05POOR

Sortino Ratio

Downside risk-adjusted return

0.06POOR

Benchmark

Beta

Market sensitivity

0.86DEF

Alpha

Excess return vs benchmark

+5.70%

Tracking Error

Deviation from benchmark

10.50%

Information Ratio

Alpha per unit tracking error

0.54

Treynor Ratio

Return per unit systematic risk

0.80

Capture

Upside Capture

Participation in market gains

89.34%

Downside Capture

Participation in market losses

79.90%

Rolling Returns

1Y Rolling CAGR

Avg 32.6% (-6.4% – 129.3%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.7%+0.1%

+5.7%

3Y+19.4%+12.2%

+8.0%

5Y+18.9%+11.0%

+8.7%

Beta

1Y: 0.863Y: 0.875Y: 0.84

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

₹2,32,535

Total Value

₹5,32,535

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