← Sundaram Mutual Fund
Sundaram Small Cap Fund Regular Plan - Growth
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF903J01470
NAV · 06-Jul-2026
₹288.2237
1M
+5.40%
6M
+9.55%
1Y (CAGR)
+9.65%
3Y (CAGR)
+18.55%
5Y (CAGR)
+17.05%
Since inception (CAGR)
+14.74%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
16.48%
Downside dev (3y)
13.36%
Max drawdown (3y)
-24.1%
Sharpe (3y)
0.73
SIP XIRR (3y)
+13.21%
SIP XIRR (5y)
+16.92%
Calendar-year returns
2020 +26.2%2021 +60.4%2022 -2.1%2023 +45.3%2024 +19.1%2025 +0.4%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹36,809 Cr
TER · AMFI officialDirect 0.89% · Regular 1.95% (2026-06-30)
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 ↗