Sundaram Small Cap Fund (Direct)
Sundaram Mutual Fund · benchmark Nifty Smallcap 250 TRI · 13.8 years old · AMFI code 119588
C (bottom 30%), score 8.0 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | -2.2% | 4.0% | -6.3% | 35 / 35 |
| 1 year | -0.1% | 1.9% | -2.0% | 26 / 30 |
| 3 years (a year) | 7.0% | 13.4% | -6.4% | 25 / 25 |
| 5 years (a year) | 7.0% | 13.4% | -6.4% | 21 / 21 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Small Cap Fund (Direct plan)?
₹39.03 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Small Cap Fund (Direct)?
0.96% a year; the Regular plan's is 2.02%.
What return has Sundaram Small Cap Fund given over 3 years?
7.0% a year (Direct plan) over the 3 years to 5 Nov 2026, against 13.4% for the Nifty Smallcap 250 total-return index.
How is Sundaram Small Cap Fund rated?
C: 25 of 25 Direct plans in Small Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.