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 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
(Updated on 30th Jun 2024)

Crisil Rank

Returns (NAV as on 05th September, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	29-Aug-25	10235.10	2.35%	-	2.03%	7/33
1 Month	05-Aug-25	10072.70	0.73%	-	-0.04%	6/33
3 Month	05-Jun-25	10024.80	0.25%	-	0.52%	16/32
6 Month	05-Mar-25	11932.90	19.33%	-	17.41%	8/32
YTD	01-Jan-25	9828.70	-1.71%	-	-3.65%	5/31
1 Year	05-Sep-24	9515.90	-4.84%	-4.84%	-5.81%	14/30
2 Year	05-Sep-23	13416.50	34.16%	15.81%	16.67%	17/26
3 Year	05-Sep-22	17073.10	70.73%	19.50%	19.82%	13/25
5 Year	04-Sep-20	33931.50	239.31%	27.65%	28.43%	17/23
10 Year	04-Sep-15	38892.90	288.93%	14.53%	17.27%	14/15
Since Inception	15-Feb-05	255880.50	2458.80%	17.07%	16.79%	17/33

Returns Calculator

SIP Returns (NAV as on 05th September, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	05-Sep-24	12000	12381.9	3.18 %	5.93 %
2 Year	05-Sep-23	24000	26437.96	10.16 %	9.58 %
3 Year	05-Sep-22	36000	46195.59	28.32 %	16.85 %
5 Year	04-Sep-20	60000	98491.17	64.15 %	19.9 %
10 Year	04-Sep-15	120000	294114.96	145.1 %	17.07 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.02%	0.73%	0.25%	19.33%	-1.05%	-4.84%	15.81%	19.50%	27.65%
Nifty 50	0.03%	0.37%	-0.04%	10.76%	4.64%	-1.61%	12.41%	11.87%	16.88%
Benchmark: Nifty Smallcap 250 TRI	0.23%	-0.28%	-1.27%	18.71%	-4.35%	-8.05%	18.33%	22.27%	29.09%
Category Average	0.03%	-0.04%	0.52%	17.41%	-3.65%	-5.81%	16.67%	19.82%	28.43%
Category Rank	17/32	6/33	16/32	8/32	5/31	14/30	17/26	13/25	17/23
Best in Category	0.38%	1.27%	4.54%	21.68%	3.05%	1.35%	29.05%	28.19%	35.01%
Worst in Category	-0.41%	-1.43%	-2.83%	13.85%	-10.90%	-11.09%	11.71%	13.37%	23.50%

quartely results (NAV as on 05th September, 2025)

Period

This Fund

Nifty 50

Nifty Smallcap 250 TRI

Category Average

2025

-1.73%

-5.14%

Q3 - 2025	-2.05%	-3.14%	--	-0.72%
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%

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hunch
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14 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
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shravanashok
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29 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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The Fixed Income
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12 hrs ago

Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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79 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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Progrowth Finwealth
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80 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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h_purandare
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86 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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