TickerKhojSundaram Mutual Fund · Equity · Small Cap · Regular plan
Sundaram Small Cap Fund - Regular Plan - Growth
₹272.2233NAV on 30 Oct 2026Expense ratio 2.03%
29 Oct 2025NAV low 224.18 · high 301.31+2.2%
In plain words
Over 3 years it returned +12.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.1%.
On 3-year return it ranks 11 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹1,84,701 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -6.8% | +1.9% |
| 3 months | -4.5% | -5.1% |
| 6 months | +1.4% | -3.2% |
| 1 year | +1.8% | -10.2% |
| 3 years (yearly) | +12.9% | +7.4% |
| 5 years (yearly) | +13.2% | +6.5% |
| 10 years (yearly) | +12.6% | +11.3% |
| Since start (yearly) | +14.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,611 | +3.6% |
| 3 years | ₹3,60,000 | ₹4,01,235 | +6.8% |
| 5 years | ₹5,90,000 | ₹8,16,974 | +12.8% |
| 10 years | ₹11,90,000 | ₹27,24,456 | +15.7% |
Other plan of this fund: Sundaram Small Cap Fund - Direct Plan - Growth