50
Small CapHold
Sundaram Small Cap
Sundaram · Direct–Growth · rank #16 of 36 by Smart Score
Data updated
Trailing returns
1 Year
17.6%
+9.0% vs index
3 Years
17.4%
+2.3% vs index
5 Years
17.5%
+2.0% vs index
Since launch
18.0%
Year-by-year performance
2015
+1.6%—
2016
+10.1%—
2017
+39.2%—
2018
-7.8%—
Why this score
Sundaram Small Cap scores 50/100 — #16 of 36 Small Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 73% of peers on sharpe ratio. The main drag is its volatility (better than only 31% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.78 · 73rd percentile in category
3Y return17.43% · 60th percentile in category
Volatility19.69 · 31st percentile in category
Expense ratio0.96% · 32nd percentile in category
Sortino ratio0.61 · 34th percentile in category
Fund size3922.31 Cr · 43rd percentile in category
Top holdings
1.MTAR Technologies Ltd3.87%
2.RateGain Travel Technologies Ltd3.59%
3.Aster DM Healthcare Ltd3.52%
4.S.J.S Enterprises Ltd3.52%
5.Zomato Ltd3.13%
69 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.