← Sundaram Mutual Fund
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF903J01454
NAV · 06-Jul-2026
₹36.8463
1M
+5.40%
6M
+9.55%
1Y (CAGR)
+2.44%
3Y (CAGR)
+10.29%
5Y (CAGR)
+10.49%
Since inception (CAGR)
+4.41%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
18.20%
Downside dev (3y)
17.05%
Max drawdown (3y)
-29.5%
Sharpe (3y)
0.21
SIP XIRR (3y)
+7.00%
SIP XIRR (5y)
+9.59%
Calendar-year returns
2020 +26.2%2021 +37.7%2022 -8.9%2023 +34.8%2024 +10.6%2025 -6.2%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹36,809 Cr
Launch date03-Jan-2005
Plan typeOpen Ended · Equity
Min lumpsumRs.5000/-
Lock-inNone
Volatility17.98
AMCSundaram Asset Management Company Ltd
Objective · The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
scheme documents ↗