TickerKhojSundaram Mutual Fund · Equity · Small Cap · Direct plan
Sundaram Small Cap Fund - Direct Plan - Growth
₹37.9635NAV on 2 Nov 2026Expense ratio 0.99%
3 Nov 2025NAV low 32.85 · high 43.21-3.1%
In plain words
Over 3 years it returned +6.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -29.2%.
On 3-year return it ranks 24 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹-8,90,033 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 | -4.5% | +1.9% |
| 3 months | -4.0% | -5.1% |
| 6 months | -3.7% | -3.2% |
| 1 year | -2.4% | -10.2% |
| 3 years (yearly) | +6.4% | +7.4% |
| 5 years (yearly) | +6.4% | +6.5% |
| 10 years (yearly) | +5.1% | +11.3% |
| Since start (yearly) | +8.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,678 | -3.5% |
| 3 years | ₹3,60,000 | ₹3,58,379 | -0.3% |
| 5 years | ₹6,00,000 | ₹6,87,377 | +5.4% |
| 10 years | ₹12,00,000 | ₹18,66,548 | +8.6% |
Other plan of this fund: Sundaram Small Cap Fund - Regular Plan - Growth