Sundaram Small Cap Fund Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +1.6% annualized alpha (excess return) over its benchmark.
- Over 22 years of operational history across different market cycles.
- Experienced a maximum drawdown of -67.7% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | -0.61% | +1.11% | -1.72% |
| 3 Months | -4.18% | -1.13% | -3.05% |
| 6 Months | +2.87% | +7.86% | -4.99% |
| 1 Year | +7.77% | +11.28% | -3.51% |
| 3 Years CAGR | +13.27% | +13.50% | -0.23% |
| 5 Years CAGR | +13.21% | +13.60% | -0.39% |
| 7 Years CAGR | +20.54% | +22.98% | -2.44% |
| 10 Years CAGR | +13.99% | +16.91% | -2.92% |
| Since Inception | +14.41% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Small Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +9.63% | +13.95% | -4.32% |
| 2025 | +0.39% | -3.98% | +4.37% |
| 2024 | +19.07% | +25.60% | -6.53% |
| 2023 | +45.29% | +41.38% | +3.91% |
| 2022 | -2.11% | -0.63% | -1.48% |
| 2021 | +60.35% | +61.25% | -0.90% |
| 2020 | +26.16% | +33.12% | -6.96% |
| 2019 | -6.06% | +2.56% | -8.62% |
| 2018 | -29.17% | -19.99% | -9.18% |
| 2017 | +55.58% | +42.89% | +12.69% |
| 2016 | -0.13% | +2.64% | -2.77% |
| 2015 | +7.79% | +8.98% | -1.19% |
| 2014 | +108.74% | +101.80% | +6.94% |
| 2013 | -5.02% | +3.75% | -8.77% |
| 2012 | +44.77% | +40.47% | +4.30% |
| 2011 | -32.72% | -27.16% | -5.56% |
| 2010 | +10.19% | +25.41% | -15.22% |
| 2009 | +120.44% | +115.82% | +4.62% |
| 2008 | -57.62% | -57.62% | 0.00% |
| 2007 | +81.12% | +52.70% | +28.42% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -60.56% | +21.09% | +11.33% | +171.94% | 68.8% | 55.5% |
| 3-Year Rolling | -17.17% | +16.61% | +18.49% | +46.76% | 86.0% | 34.4% |
| 5-Year Rolling | -6.50% | +15.50% | +15.73% | +36.21% | 97.0% | 41.9% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -67.7% | 14 months | 17 months |
| 2018-01-15 | 2020-03-24 | -57.9% | 26 months | 14 months |
| 2010-11-10 | 2011-12-20 | -40.6% | 13 months | 29 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related 65%-100%; high instruments of Small cap companies@ Other equities* 0-35%; high Fixed Income, Money Market 0-35%; Low to Medium instruments and Cash & Cash equivalents units issued by ReITs/InvITs 0-10%; Medium to high Overseas Securities (including ETFs) 0-35% of the net assets | Per Scheme Mandate |
Investment Objective & Strategy
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 4,044 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Small Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Small Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Union Small Cap Fund | 4.3 | +14.12% | 2.17% | 82.1% | Rs 2,796 cr | Compare → |
| Edelweiss Small Cap Fund | 5.4 | +12.38% | 1.94% | 79.8% | Rs 7,158 cr | Compare → |
| Axis Small Cap Fund | 5.4 | +12.96% | 1.68% | 75.8% | Rs 30,679 cr | Compare → |
| HSBC Small Cap Fund | 4.7 | +12.12% | 1.77% | 97.4% | Rs 18,630 cr | Compare → |
| PGIM India Small Cap Fund | 4.5 | +13.72% | 2.35% | 75.2% | Rs 1,773 cr | Compare → |
Frequently Asked Questions about Sundaram Small Cap Fund
What is the expense ratio of Sundaram Small Cap Fund?
Sundaram Small Cap Fund has a total expense ratio (TER) of 2.02% with a base expense ratio of 1.63%, compared to the Small Cap category median of 2.17%.
Who manages Sundaram Small Cap Fund?
Sundaram Small Cap Fund is managed by Rohit Seksaria.
What are the historical returns of Sundaram Small Cap Fund?
Sundaram Small Cap Fund delivered a 3-year CAGR of 13.27% and a 5-year CAGR of 13.21%. Its 1-year return stands at +7.77%.
How large is Sundaram Small Cap Fund?
Sundaram Small Cap Fund manages assets of Rs 4,044 cr, placing it in the 'comfortable' size band relative to Small Cap peers.
How is Sundaram Small Cap Fund scored on MFIQ?
Sundaram Small Cap Fund holds an MFIQ Score of 3.7/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Small Cap Fund?
Sundaram Small Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.78% with a maximum historical drawdown of -67.74%.