Sundaram Small Cap Fund - Direct Plan - GROWTH
code 119589 Small Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | -1.51% | -2.54% | -4.01% | 1.46% | 2026-10-09 → 2026-11-09 |
| 3M | -4.89% | 3.16% | 1.02% | 2.14% | 2026-08-07 → 2026-11-09 |
| 6M | 1.28% | 27.01% | 21.57% | 5.44% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.66% | 15.26% | 6.92% | 8.33% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.38% | 16.05% | 13.87% | 2.19% | 2023-11-09 → 2026-11-09 |
| 5Y | 14.27% | 16.33% | 14.59% | 1.74% | 2021-11-09 → 2026-11-09 |
| 7Y | 21.59% | 22.79% | 21.70% | 1.09% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.71% | 15.37% | 14.85% | 0.52% | 2016-11-09 → 2026-11-09 |
| since inception | 17.33% | 17.77% | 15.69% | 2.07% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 110.59% | 8.19% | 0.13% | 56.68% | -28.63% | -5.15% | 27.38% | 61.97% | -0.92% | 46.91% | 20.41% | 1.48% |
| benchmark | 71.66% | 11.27% | 1.39% | 58.47% | -26.15% | -7.26% | 26.46% | 63.34% | -2.64% | 49.09% | 27.21% | -5.48% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,130 | 24.98% | 15.46% | -39.85% | 141.31% | 77% | 52% |
| 3 years | 2,642 | 19.03% | 21.13% | -16.37% | 47.45% | 88% | 49% |
| 5 years | 2,149 | 17.02% | 17.01% | -5.97% | 37.67% | 95% | 50% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 14.05% | 14.41% | 13.69% |
| volatility | 20.09% | 17.94% | 22.69% |
| max drawdown | -23.77% | -23.77% | -57.06% |
| downside deviation | 12.41% | 11.09% | 16.36% |
| Sharpe ratio | 0.46 | 0.53 | 0.45 |
| Sortino ratio | 0.74 | 0.85 | 0.62 |
| Calmar ratio | 0.59 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Small Cap Fund
Overall ★★☆☆☆ (3y ★★★☆☆ · 5y ★★★☆☆ · 10y ★☆☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 24 funds | 5 years of 21 funds | 10 years of 12 funds |
|---|---|---|---|
| return | 48th | 50th | 91st |
| volatility | 48th | 55th | 100th |
| Sharpe | 48th | 50th | 91st |
| Sortino | 44th | 50th | 91st |
| worst fall | 44th | 45th | 91st |
| risk-adjusted return (MRAR) | 48th | 50th | 91st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.