Sundaram Small Cap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Small Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 01st December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	24-Nov-25	10106.70	1.07%	-	0.17%	9/33
1 Month	31-Oct-25	9893.80	-1.06%	-	-2.27%	9/33
3 Month	01-Sep-25	10428.80	4.29%	-	0.47%	2/33
6 Month	30-May-25	10484.30	4.84%	-	1.68%	7/32
YTD	01-Jan-25	10135.10	1.35%	-	-3.53%	2/31
1 Year	29-Nov-24	10138.30	1.38%	1.38%	-4.02%	3/31
2 Year	01-Dec-23	12621.50	26.21%	12.33%	12.28%	14/28
3 Year	01-Dec-22	17231.70	72.32%	19.87%	18.48%	10/25
5 Year	01-Dec-20	29738.60	197.39%	24.34%	24.56%	13/23
10 Year	01-Dec-15	35770.00	257.70%	13.58%	16.35%	14/15
Since Inception	15-Feb-05	263857.40	2538.57%	17.04%	16.46%	16/33

Returns Calculator

SIP Returns (NAV as on 01st December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	29-Nov-24	12000	12854.95	7.12 %	13.43 %
2 Year	01-Dec-23	24000	26190.22	9.13 %	8.63 %
3 Year	01-Dec-22	36000	45535.16	26.49 %	15.85 %
5 Year	01-Dec-20	60000	94911.49	58.19 %	18.38 %
10 Year	01-Dec-15	120000	295442.56	146.2 %	17.15 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.37%	-1.43%	3.40%	3.93%	1.66%	0.72%	12.10%	19.59%	24.24%
Nifty 50	-0.55%	1.21%	5.91%	5.32%	10.10%	7.23%	13.29%	11.65%	14.69%
Benchmark: Nifty Smallcap 250 TRI	-0.44%	-3.51%	-0.71%	-1.10%	-5.42%	-5.88%	12.56%	20.33%	24.96%
Category Average	-0.44%	-2.27%	0.47%	1.68%	-3.53%	-4.02%	12.28%	18.48%	24.56%
Category Rank	9/34	5/32	2/33	8/32	2/31	3/31	14/28	8/25	13/23
Best in Category	0.06%	0.35%	4.84%	7.87%	4.28%	4.23%	23.74%	29.13%	30.75%
Worst in Category	-0.88%	-5.14%	-6.35%	-5.03%	-13.51%	-12.94%	8.41%	12.27%	19.70%

quartely results (NAV as on 02nd December, 2025)

Period

This Fund

Nifty 50

Nifty Smallcap 250 TRI

Category Average

2025

2.02%

9.64%

-3.68%

Q4 - 2025	2.20%	4.82%	--	1.11%
Q3 - 2025	-2.56%	-3.64%	--	-1.97%
Q2 - 2025	16.80%	10.15%	--	12.79%
Q1 - 2025	-13.86%	-2.43%	--	-4.96%

2024

18.17%

8.75%

23.76%

Q4 - 2024	-5.05%	-8.34%	--	-2.96%
Q3 - 2024	7.52%	6.91%	--	8.87%
Q2 - 2024	11.60%	7.48%	--	18.43%
Q1 - 2024	0.15%	3.31%	--	1.39%

2023

44.15%

19.48%

32.85%

Q4 - 2023	12.74%	11.33%	--	11.85%
Q3 - 2023	12.18%	1.07%	--	11.12%
Q2 - 2023	17.98%	10.29%	--	12.04%
Q1 - 2023	-2.63%	-4.60%	--	-3.19%

2022

-2.11%

3.24%

0.83%

Q4 - 2022	0.79%	7.76%	--	0.84%
Q3 - 2022	14.39%	8.52%	--	14.98%
Q2 - 2022	-12.03%	-10.70%	--	-9.76%
Q1 - 2022	-4.55%	-0.91%	--	0.88%

2021

57.22%

23.79%

51.25%

Q4 - 2021	4.67%	-1.02%	--	4.48%
Q3 - 2021	12.43%	12.36%	--	11.91%
Q2 - 2021	20.21%	5.75%	--	20.86%
Q1 - 2021	10.37%	4.80%	--	14.47%

2020

24.8%

14.77%

22.12%

Q4 - 2020	22.20%	22.46%	--	19.58%
Q3 - 2020	19.46%	7.84%	--	22.88%
Q2 - 2020	22.49%	24.82%	--	21.22%
Q1 - 2020	-30.74%	-29.43%	--	-27.10%

2019

-7.19%

11.53%

-1.6%

Q4 - 2019	3.68%	7.12%	--	2.94%
Q3 - 2019	-9.78%	-3.30%	--	-4.56%
Q2 - 2019	-4.48%	1.68%	--	-2.77%
Q1 - 2019	4.71%	6.96%	--	3.32%

2018

-29.18%

4.09%

-15.15%

Q4 - 2018	3.63%	-1.32%	--	2.00%
Q3 - 2018	-12.80%	3.29%	--	-6.24%
Q2 - 2018	-9.59%	4.36%	--	-10.91%
Q1 - 2018	-13.17%	-2.14%	--	-8.20%

2017

55.58%

27.58%

40.71%

Q4 - 2017	19.29%	5.84%	--	16.40%
Q3 - 2017	-0.86%	2.54%	--	2.94%
Q2 - 2017	9.15%	3.06%	--	6.10%
Q1 - 2017	20.52%	12.16%	--	16.32%

2016

-1.12%

2.72%

4.19%

Q4 - 2016	-6.50%	-6.39%	--	-5.06%
Q3 - 2016	5.70%	3.40%	--	8.52%
Q2 - 2016	8.91%	7.45%	--	7.32%
Q1 - 2016	-12.66%	-2.82%	--	-7.46%

2015

6.8%

-4.08%

7.29%

Q4 - 2015	6.28%	-0.06%	--	5.63%
Q3 - 2015	1.00%	-5.96%	--	1.57%
Q2 - 2015	-4.03%	-2.54%	--	-0.04%
Q1 - 2015	4.63%	2.50%	--	2.80%

2014

108.16%

31.44%

68.09%

Q4 - 2014	17.95%	4.24%	--	12.15%
Q3 -	--	4.32%	--	--
Q2 - 2014	47.84%	13.25%	--	29.26%
Q1 - 2014	6.25%	6.39%	--	8.36%

Best Quarters

Period	This Fund	Nifty 50	Nifty Smallcap 250 TRI	Category Average
Q2 - 2014	47.84%	13.25%	--	29.26%
Q2 - 2020	22.49%	24.82%	--	21.22%
Q4 - 2020	22.20%	22.46%	--	19.57%

Worst Quarters

Period	This Fund	Nifty 50	Nifty Smallcap 250 TRI	Category Average
Q1 - 2020	-30.74%	-29.43%	--	-27.1%
Q1 - 2020	-30.42%	-29.43%	--	-27.1%
Q2 - 2018	-16.47%	4.36%	--	-10.91%