Sundaram Mutual FundEquity Scheme - Small Cap FundRegularGrowth

Sundaram Small Cap Fund - Regular Plan - GROWTH

Scheme code #100794 · Open Ended Schemes

₹35.8902

Latest NAV

28-08-2026

-0.22%

Day change

₹37.57

52-week high

₹28.6589

52-week low

NAV history

Returns

1 month	4.86%
3 months	0.84%
6 months	11.44%
1 year (absolute)	11.97%
3 years (absolute)	22.69%
5 years (absolute)	55.78%
1Y CAGR	11.98%
3Y CAGR	7.05%
5Y CAGR	9.27%
Since inception CAGR	4.25%

Risk metrics

Volatility (1Y, annualized σ)	17.63%
Volatility (3Y, annualized σ)	18.60%
Max drawdown (1Y)	-16.49%
Max drawdown (3Y)	-29.53%
Max drawdown (all time)	-73.10%
Sharpe ratio (1Y, rf=6%)	0.32
Sharpe ratio (3Y, rf=6%)	0.05

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Small Cap Fund
Plan	Regular
Option	Growth
ISIN (Growth)	INF903J01454
ISIN (Div reinvest)	INF903J01462
AMC code	S
Scheme code	100794
Earliest NAV date	03-04-2006
Total NAV observations	5,025
History last refreshed	2026-08-30 12:44:31 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.