Sundaram Small Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF903J01NI3

NAV · 06-Jul-2026

₹42.3708

+5.49%

+10.15%

1Y (CAGR)

+3.59%

3Y (CAGR)

+11.52%

5Y (CAGR)

+11.74%

Since inception (CAGR)

+9.56%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

18.19%

Downside dev (3y)

17.05%

Max drawdown (3y)

-29.2%

Sharpe (3y)

0.28

SIP XIRR (3y)

+8.16%

SIP XIRR (5y)

+10.82%

Calendar-year returns

2020 +27.4%2021 +40.7%2022 -7.8%2023 +36.3%2024 +11.8%2025 -5.2%

Fund facts

Fund managerRohit Seksaria · Shalav Saket

AUM₹36,809 Cr

Expense ratio0.85% · 2026-05-31

Launch date03-Jan-2005

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility19.19

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 ↗