Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Sundaram Small Cap Fund - Direct Plan - GROWTH
3Y ago₹1.23 L
5Y ago₹1.60 L
small capDirect
Kotak Small Cap Fund - Direct Plan - Growth
3Y ago₹1.44 L
5Y ago₹1.93 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Small Cap Fund - Direc… | Kotak Small Cap Fund - Direct P… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹41.1159 | ₹329.737 |
| Assets managed (AUM) | — | — |
| 1M return | 3.96% | 3.37% |
| 6M return | 11.45% | 14.46% |
| 1Y return | 11.56% | 8.82% |
| 3Y CAGR | 7.21% | 12.98% |
| 5Y CAGR | 9.91% | 14.05% |
| Since inception CAGR | 9.22% | 19.03% |
| Bumpiness · 3Y (annualised σ) | 18.61 | 15.44 |
| Worst drop ever | -65.31% | -40.61% |
| Sharpe · 3Y (rf=6%) | 0.06 | 0.42 |