ReviewDirect · Growth
Sundaram Small Cap Fund
Sundaram Mutual FundEquity Scheme - Small Cap Fund13.7 years
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
- NAV
- 328.906
- 15 Sept 2026
- 1Y
- +13.4%
- Trailing CAGR
- Upside capture
- +93%
- Vs NIFTY SMALLCAP 250 TRI
- Downside capture
- +86%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+13.4%
- 3Y+16.3%
- 5Y+16.6%
- 10Y+15.2%
- SI+17.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+21.3%
- 3Y+13.9%
- 5Y+17.8%
- 10Y+18.6%
- Since inception
- +17.9%
- Calendar-day CAGR
- Excess 1Y
- -1.6%
- Category median, same plan and option
- 3Y win rate
- +17%
- Windows beating the median
- 3Y percentile
- 56
- Vs comparable share classes
- Worst rolling 3Y
- -16.4%
- 2637 daily-ending windows
- Median rolling 3Y
- +21.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +95%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +13.9%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY SMALLCAP 250 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +9.1%
- Fund minus TRI
- 3Y excess
- +2.4%
- Fund minus TRI
- Upside capture
- +93%
- Benchmark-up months
- Downside capture
- +86%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 121 recovered episodes
- Longest recovery
- 423 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
15 Jan 2018 – 3 May 2021
Trough 24 Mar 2020 · recovered in 405 days
-57.1%
7 Jan 2013 – 2 Apr 2014
Trough 28 Aug 2013 · recovered in 217 days
-30.6%
5 Aug 2015 – 25 Jul 2016
Trough 29 Feb 2016 · recovered in 147 days
-26.5%
23 Sept 2024 – 30 Apr 2026
Trough 3 Mar 2025 · recovered in 423 days
-23.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
56
Vs category
40
Consistency
29
Risk-adjusted
62
Drawdown
0
Mean
38
Portfolio
31 Aug 2026 · 76 holdings · top 10 are 33.1%.
- Top 5
- 19.8%
- Top 10
- 33.1%
- Largest holding
- 5.1%
- Effective holdings
- 49.1
Repo
Unspecified
5.1%
MTAR Technologies Ltd
Industrials
4.5%
RateGain Travel Technologies Ltd
Technology
3.5%
S.J.S Enterprises Ltd
Consumer Discretionary
3.5%
Zomato Ltd
Technology
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANDHAN Small Cap Fund
Bandhan Mutual Fund
- 1Y
- +12.1%
- 3Y
- +24.4%
- Vol
- 17.2%
- Max DD
- -24.3%
- Sharpe
- 1.36
- 3Y win
- +75%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Small Cap Fund
DSP Mutual Fund
- 1Y
- +15.1%
- 3Y
- +16.7%
- Vol
- 16.5%
- Max DD
- -49.1%
- Sharpe
- 0.96
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Small Cap Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.2%
- 3Y
- n/a
- Vol
- 17.4%
- Max DD
- -23.7%
- Sharpe
- 1.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Union Small Cap Fund
Union Mutual Fund
- 1Y
- +19.1%
- 3Y
- +16.5%
- Vol
- 17.0%
- Max DD
- -44.7%
- Sharpe
- 0.70
- 3Y win
- +39%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -16.2%
- Sharpe
- 0.40
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns