← Sundaram Mutual Fund
Sundaram Small Cap Fund Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF903J01NK9
NAV · 06-Jul-2026
₹322.4294
1M
+5.49%
6M
+10.15%
1Y (CAGR)
+10.85%
3Y (CAGR)
+19.86%
5Y (CAGR)
+18.36%
Since inception (CAGR)
+17.98%
NAV history
hover for values
Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
16.48%
Downside dev (3y)
13.36%
Max drawdown (3y)
-23.8%
Sharpe (3y)
0.81
SIP XIRR (3y)
+14.44%
SIP XIRR (5y)
+18.22%
Calendar-year returns
2020 +27.4%2021 +62.0%2022 -0.9%2023 +46.9%2024 +20.4%2025 +1.5%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹36,809 Cr
Expense ratio0.85% · 2026-05-31
TER · AMFI officialDirect 0.89% · Regular 1.95% (2026-06-30)
Launch date03-Jan-2005
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗