EquitySmall Cap FundDirect · Growth
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram · Scheme 119589
₹327.83▲ 0.20%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.7%
Risk level
High
Min SIP
—
Benchmark
Nifty Smallcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.88% |
| 3 Months | +7.90% |
| 6 Months | +14.81% |
| 1 Year | +16.67% |
| 3 Years (CAGR) | +18.72% |
| 5 Years (CAGR) | +17.71% |
| 10 Years (CAGR) | +15.73% |
| Since Launch | +18.02% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns76
Consistency43
Risk-adjusted52
Downside protection41
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.7%
- ✓ 5Y CAGR: +17.7%
- ✓ Positive 3Y windows: 88% of rolling 3Y windows positive
- ✓ Alpha vs benchmark: +11.4%
- ✓ Downside capture: 77% of benchmark falls
What to watch
- • 10Y CAGR vs category: -2.2% vs category avg
- • Beat category: beat category in 50% of windows
- • Return stability: rolling-return std 14.3%
- • Sharpe ratio: 0.67
Risk metrics
Sharpe ratio
0.67
Sortino ratio
0.81
Volatility
17.98%
Max drawdown
-57.06%
Downside capture
76.70%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.