Sundaram Small Cap Fund Direct Growth

Scheme code: INF903J01NK9 NAV value: ₹ 259.2282 NAV date: 19 March, 2026 TER: 0.83%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-40.10	141.31	16.21	25.57	15.02
3 year	-16.38	47.55	21.56	19.03	22.45
5 year	-5.97	37.70	16.23	16.94	21.3
7 year	9.10	21.49	14.96	15.09	18.64
10 year	12.06	23.64	17.77	17.95	20.12
12 year	18.61	22.77	20.63	20.64	21.5

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	33.03	1.91	25.57
3 year	10	38.98	24.02	19.03
5 year	-3.54	38.77	14.02	16.94
7 year	5.3	18.27	10.77	15.09
10 year	11.13	12.43	11.78	17.95

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-95.03	-20.79	-39.08	25.57

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.59	25.94	-0.25	25.57
3 year	9.95	44.32	26.6	19.03
5 year	3.43	40.21	18.55	16.94
7 year	-9.55	20.18	13.86	15.09
10 year	-0.15	14.99	3.68	17.95
12 year	0.63	8.47	5.14	20.64
15 year	9.54	11.15	10.27

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,13,379 - Absolute Returns: ₹1,13,379 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,53,117 - Absolute Returns: ₹12,53,117 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,73,796 - Absolute Returns: ₹35,73,796 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,54,97,531 - Absolute Returns: ₹70,97,531 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,11,27,248 - Absolute Returns: ₹1,91,27,248 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,56,28,477 - Absolute Returns: ₹3,12,28,477 - CAGR: %

Drawdown Metrics

Max Drawdown

-57.06 %

Drawdown Duration

27 months

Recovery Time

14 months

Avg Drawdown

-11.73 %

Calmar Ratio by Duration

1 Y

0.4482

3 Y

0.3335

5 Y

0.2969

7 Y

0.2645

10 Y

0.3146

12 Y

0.3618

Benchmark Comparison

vs NIFTY SMALLCAP 250

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.74	0.86	86.8	80.9	10.68 %	4.69 %
3 years	2.25	0.80	80.8	77.5	18.67 %	18.95 %
5 years	4.04	0.80	82.0	77.6	17.82 %	15.58 %
7 years	2.68	0.85	85.7	82.3	17.00 %	15.65 %
10 years	2.16	0.86	86.3	83.3	15.34 %	14.28 %
12 years	10.95	-0.30	86.5	70.1	19.04 %	1.27 %
15 years	7.50	-0.30	86.6	70.0	15.53 %	1.46 %