Sundaram Small Cap Fund (Regular)
Sundaram Mutual Fund · benchmark Nifty Smallcap 250 TRI · 20.6 years old · AMFI code 100795
B (middle of the peer group), score 50.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.7% | 4.0% | -0.4% | 32 / 35 |
| 1 year | 5.3% | 1.9% | +3.5% | 18 / 30 |
| 3 years (a year) | 13.4% | 13.4% | -0.0% | 8 / 25 |
| 5 years (a year) | 13.6% | 13.4% | +0.1% | 11 / 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 (Regular plan)?
₹282.12 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Small Cap Fund (Regular)?
2.02% a year; the Direct plan's is 0.96%.
What return has Sundaram Small Cap Fund given over 3 years?
13.4% a year (Regular 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?
B: 13 of 25 Regular 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.