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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 2026331.5305
CategorySmall Cap
PlanDirect · Growth
Launched3 Jan 2005
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Small Cap 250 TRI
Expense ratiodirect plan, a year0.97%
AUM₹335 Cr
Growth of ₹10,000₹22,4472 Sep 2021 to 2 Sep 2026
₹22,726₹19,274₹15,823₹12,372₹8,921Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹22,447 (+17.6% a year) Sundaram Small Cap Fund

Performance (trailing, annualised)

1Y annualised17.65%
3Y annualised17.44%
5Y annualised17.56%
10Y annualised15.41%

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 ₹1,35,93625.41%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,48,50714.80%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,46,87018.30%

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

Calendar years

Calendar 202161.97%
Calendar 2022-0.92%
Calendar 202346.91%
Calendar 202420.41%
Calendar 20251.48%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201425.09%
Rolling 1Y · median15.77%
Rolling 1Y · worst window-36.88%
Rolling 1Y · best window140.90%
Rolling 1Y · windows positive76%
Rolling 3Y · average551 windows since 4 Jan 201619.07%
Rolling 3Y · median21.10%
Rolling 3Y · worst window-16.38%
Rolling 3Y · best window47.11%
Rolling 3Y · windows positive88%
Rolling 5Y · average448 windows since 3 Jan 201817.04%
Rolling 5Y · median17.20%
Rolling 5Y · worst window-5.57%
Rolling 5Y · best window37.49%
Rolling 5Y · windows positive95%

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

Risk

Volatility (3Y)16.66%
Downside deviation (3Y)12.07%
Maximum drawdown-23.77%

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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