TickerKhojSundaram Mutual Fund · Equity · Small Cap · Direct plan
Sundaram Small Cap Fund - Direct Plan - Growth
₹305.541NAV on 30 Oct 2026Expense ratio 0.99%
29 Oct 2025NAV low 250.01 · high 337.69+3.3%
In plain words
Over 3 years it returned +14.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.8%.
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 | -6.7% | +1.9% |
| 3 months | -4.2% | -5.1% |
| 6 months | +1.9% | -3.2% |
| 1 year | +2.9% | -10.2% |
| 3 years (yearly) | +14.1% | +7.4% |
| 5 years (yearly) | +14.4% | +6.5% |
| 10 years (yearly) | +13.7% | +11.3% |
| Since start (yearly) | +17.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,425 | +4.7% |
| 3 years | ₹3,60,000 | ₹4,08,607 | +8.0% |
| 5 years | ₹5,90,000 | ₹8,43,607 | +14.1% |
| 10 years | ₹11,90,000 | ₹29,09,157 | +17.0% |
Other plan of this fund: Sundaram Small Cap Fund - Regular Plan - Growth