EquitySmall Cap FundDirect · Growth
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram · Scheme 119589
₹334.52▼ 0.17%NAV · 2026-09-18
Decent FundScore
AUM
₹3,922 cr
Expense ratio
0.95%
3Y CAGR
19.5%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: S KrishnakumarExit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Decent · 59/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 18.3% CAGR over 5 years.
- ✓Compounding well recently — 19.5% CAGR over 3 years.
- ✓3Y CAGR: +19.5%
- ✓5Y CAGR: +18.3%
- ✓Positive 3Y windows: 88% of rolling 3Y windows positive
📉 What could drag it down
- •Returns have been uneven across periods — less predictable than peers.
- •Can fall sharply — dropped 57% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •10Y CAGR vs category: -2.1% vs category avg
- •Beat category: beat category in 48% of windows
FundScore breakdown
59/100 · Decent
Returns
Strong
Consistency
Weak
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.