Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Small Cap Fund
Sundaram Small Cap Fund
Sundaram Mutual Fund · Managed by Rohit Seksaria; Shalav Saket
79steady
Latest NAV
₹319.0680
as of 08 Oct 2026
AUM
—
Expense ratio
0.70%
as of 30 Jun 2026
Inception
02 Jan 2013
FundScore
79/100steady
Rank #22 of 142 in Small Cap Fund · top 21%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-4.62%
3M
-1.51%
6M
14.77%
1Y
12.69%
3Y CAGR
14.98%
5Y CAGR
15.50%
Since incep.
17.52%
Fund details
- Fund manager
- Rohit Seksaria; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 37%
- Volatility (3Y)
- 18.0%
- Rating (external)
- ★★★☆☆as of 30 Jun 2026
Investment objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.