Sundaram Small Cap Fund Regular Plan

Small CapEquity Rank 14 of 27

NAV · Regular-Growth

—+1.26+0.50%

As of — · AMFI

NAV growth+7.7%

Jun ’24Jun ’25

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

Beats its Small Cap category on 1Y but trails on 3Y & 5Y.

1Y return

+17.5%

+1.9 vs cat

3Y CAGR

+18.2%

-0.6 vs cat

5Y CAGR

+17.0%

-1.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.5%

3Y std dev

Go deeper on Sundaram Small Cap Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Small Cap Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Small Cap Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Small Cap Fund Regular Plan is a Small Cap scheme from Sundaram. Long-run track record: about 17.0% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 15 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01470

NAV (Direct-Growth)

₹252.9246

Last 1Y

+7.73%

Jun 24Min ₹207.08 · Max ₹272.96 · 247 ptsJun 25

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹35.59 on 4 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 15 months· 19 Aug 2010

Mar 2020

-57.9%

Peak ₹116.18 on 15 Jan 2018 → trough ₹48.96 on 24 Mar 2020 (27 months down).

Recovered in 14 months· 18 May 2021

Dec 2011

-40.6%

Peak ₹39.35 on 10 Nov 2010 → trough ₹23.37 on 20 Dec 2011 (14 months down).

Recovered in 29 months· 13 May 2014

Jun 2006

-36.9%

Peak ₹20.05 on 10 May 2006 → trough ₹12.64 on 14 Jun 2006 (1 months down).

Recovered in 13 months· 29 Jun 2007

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.56%	+0.58%	22/ 40
1M	+3.41%	+3.90%	24/ 40
3M	+10.96%	+13.53%	30/ 40
6M	+15.28%	+17.14%	22/ 38
YTD	+15.04%	+15.70%	20/ 37
1Y	+17.55%	+15.62%	15/ 35
2Y	+8.67%	+6.83%	10/ 32
3Y	+18.18%	+18.78%	14/ 27
5Y	+17.04%	+18.24%	19/ 26
7Y	+22.95%	+25.65%	18/ 22
10Y	+14.56%	+17.95%	14/ 15

Peers in Small Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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