Sundaram Small Cap Fund Regular Plan - Growth
NAV as on 2026-07-17 · Equity · Small Cap
AUM
₹3,872 Cr
1Y Return
+7.9%
3Y CAGR
+17.9%
5Y CAGR
+16.2%
Expense
1.90%
Risk
Very High
1Y Return
+7.9%
3Y CAGR
+17.9%
5Y CAGR
+16.2%
Since Inception
+14.7%
AI Fund Analysis
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NAV History
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52-Week NAV Range
93% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Small Cap
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
MTAR Technologies Ltd
Industrials
TREPS (Cash)
Aster DM Healthcare Ltd Ordinary Shares
Healthcare
SJS Enterprises Ltd
Consumer Cyclical
PNB Housing Finance Ltd
Financial Services
Rategain Travel Technologies Ltd
Technology
E I D Parry India Ltd
Basic Materials
Eternal Ltd
Consumer Cyclical
Affle 3i Ltd
Communication Services
DCB Bank Ltd
Financial Services
Sector Allocation
Fundamentals
P/E Ratio
27.79
Cat avg: 30.15
P/B Ratio
3.24
Cat avg: 3.98
Dividend Yield
0.58%
Cat avg: 0.75%
Price/Sale
2.46
Price/Cash Flow
22.25
Risk Metrics (3Y)
Sharpe Ratio
0.65
Cat avg: 0.61
Sortino Ratio
1.07
Cat avg: 1.00
Beta
0.85
Cat avg: 0.86
Std Deviation
19.53%
Cat avg: 19.79%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Small Cap Gr | 3,872 | 1.90 | +7.9% | +17.9% | +16.2% |
| Nippon India Small Cap Gr | 78,407 | 1.14 | +2.8% | +16.9% | +18.8% |
| HDFC Small Cap Gr | 40,417 | 1.55 | -2.9% | +12.6% | +15.0% |
| SBI Small Cap Fund Reg Gr | 40,157 | 1.53 | +1.1% | +12.7% | +13.7% |
| Quant Small Cap Gr | 33,739 | 1.69 | +8.0% | +19.6% | +18.4% |
| Axis Small Cap Fund Reg Gr | 29,394 | 1.58 | +3.1% | +15.4% | +15.6% |
| Bandhan Small Cap Reg Gr | 28,466 | 1.36 | +3.9% | +26.2% | +18.6% |
| DSP Small Cap Reg Gr | 19,635 | 1.42 | +8.0% | +18.0% | +17.1% |
| Kotak Small Cap Reg Gr | 18,691 | 1.68 | -0.9% | +12.7% | +12.8% |
| HSBC Small Cap Fund Reg Gr | 17,830 | 1.43 | +1.5% | +15.5% | +16.9% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.