InvestVerdict
Sundaram Small Cap Fund
Regular Plan · GROWTH · Small Cap · Scheme code 100794
Fund houseSundaram Mutual Fund
CategorySmall Cap
Plan & optionRegular · GROWTH
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.13 | 1.66 | 11.44 | 11.97 | 7.05 | 9.27 | 14.51 | 5.40 | 4.25 |
| Nifty Smallcap 250 benchmark |
2.98 | 9.05 | 16.58 | 11.75 | 16.72 | — | — | — | 19.67 |
| Small Cap category median |
— | — | — | 10.60 | 16.80 | 16.13 | — | 16.50 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 23.4% | 0.02 | 0.03 | 0.90 | -9.05% | -73.1% | 79.61 |
| Nifty Smallcap 250 benchmark |
17.6% | 0.58 | 0.78 | — | — | -26.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 955 | -69.6% | 3.2% | 129.8% | 44% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.