small capHigh risk

Sundaram Small Cap Fund - Direct Plan - GROWTH

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From Sundaram Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹333.6171

▼ 0.60% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.19 L

▲ ₹19.0k gain · 19.0% / year

Invested 3 years ago

₹1.63 L

▲ ₹63.1k gain · 17.7% / year

Invested 5 years ago

₹2.28 L

▲ ₹1.28 L gain · 17.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.7%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-57.06%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year18.97%

CAGR — 3 years17.71%

CAGR — 5 years17.93%

CAGR — since launch18.06%

Volatility — 1 year (annualised)16.79%

Volatility — 3 years (annualised)16.67%

Max drawdown — 1 year-16.14%

Max drawdown — 3 years-23.77%

Sharpe ratio — 1 year (rf=6%)0.70

Sharpe ratio — 3 years (rf=6%)0.64

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF903J01NK9
ISIN (Div re-invest): —
Fund code: 119589
First price on record: 2 Jan 2013 · 3,362 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.