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OmniAsset › Mutual funds › Sundaram Small Cap Fund

Sundaram Small Cap Fund

Small Cap fund benchmarked to Nifty Small Cap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026295.8657
CategorySmall Cap
PlanRegular · Growth
Launched3 Jan 2005
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Small Cap 250 TRI
Expense ratiodirect plan, a year2.01%
AUM₹3,119 Cr
Growth of ₹10,000₹21,2322 Sep 2021 to 2 Sep 2026
₹21,497₹18,332₹15,168₹12,004₹8,840Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹21,232 (+16.3% a year) Sundaram Small Cap Fund

Performance (trailing, annualised)

1Y annualised16.39%
3Y annualised16.17%
5Y annualised16.25%
10Y annualised14.29%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,35,13624.09%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,40,73013.58%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,17,20017.00%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202160.35%
Calendar 2022-2.11%
Calendar 202345.29%
Calendar 202419.07%
Calendar 20250.39%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200721.17%
Rolling 1Y · median11.49%
Rolling 1Y · worst window-60.26%
Rolling 1Y · best window167.98%
Rolling 1Y · windows positive68%
Rolling 3Y · average898 windows since 9 Apr 200916.63%
Rolling 3Y · median18.70%
Rolling 3Y · worst window-17.08%
Rolling 3Y · best window46.33%
Rolling 3Y · windows positive86%
Rolling 5Y · average795 windows since 7 Apr 201115.51%
Rolling 5Y · median15.77%
Rolling 5Y · worst window-6.16%
Rolling 5Y · best window36.00%
Rolling 5Y · windows positive97%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.68%
Downside deviation (3Y)12.12%
Maximum drawdown-24.13%

Management

Fund managerMr. Rohit Seksaria, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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