Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Small Cap Fund
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram Mutual Fund · Managed by Rohit Seksaria; Shalav Saket
87strong
Latest NAV
₹332.6460
as of 07 Aug 2026
AUM
—
Expense ratio
0.70%
as of 30 Jun 2026
Inception
02 Jan 2013
FundScore
87/100strong
Rank #14 of 143 in Small Cap Fund · top 13%
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
4.29%
3M
6.49%
6M
17.03%
1Y
19.57%
3Y CAGR
19.25%
5Y CAGR
18.01%
Since incep.
18.12%
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.