Sundaram Mutual FundEquity Scheme - Small Cap FundDirectGrowth

Sundaram Small Cap Fund - Direct Plan - GROWTH

Scheme code #119589 · Open Ended Schemes

₹333.6171

Latest NAV

01-09-2026

-0.60%

Day change

₹337.3861

52-week high

₹250.0144

52-week low

NAV history

Returns

1 month	3.96%
3 months	9.77%
6 months	18.83%
1 year (absolute)	18.95%
3 years (absolute)	63.10%
5 years (absolute)	128.09%
1Y CAGR	18.97%
3Y CAGR	17.71%
5Y CAGR	17.93%
Since inception CAGR	18.06%

Risk metrics

Volatility (1Y, annualized σ)	16.79%
Volatility (3Y, annualized σ)	16.67%
Max drawdown (1Y)	-16.14%
Max drawdown (3Y)	-23.77%
Max drawdown (all time)	-57.06%
Sharpe ratio (1Y, rf=6%)	0.70
Sharpe ratio (3Y, rf=6%)	0.64

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Small Cap Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF903J01NK9
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119589
Earliest NAV date	02-01-2013
Total NAV observations	3,362
History last refreshed	2026-09-02 13:59:34 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.