51
Small CapHold
Sundaram Small Cap
Sundaram · Direct–Growth · rank #17 of 36 by Smart Score
Data updated
Trailing returns
1 Year
10.2%
+7.1% vs index
3 Years
14.9%
+2.4% vs index
5 Years
14.4%
+2.0% vs index
Since launch
17.6%
Year-by-year performance
2015
+1.6%—
2016
+10.1%—
2017
+39.2%—
2018
-7.8%—
Why this score
Sundaram Small Cap scores 51/100 — #17 of 36 Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 60% of peers on 3y return. The main drag is its volatility (better than only 34% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return14.91% · 60th percentile in category
Volatility19.62 · 34th percentile in category
Sharpe ratio0.59 · 63rd percentile in category
Expense ratio0.98% · 35th percentile in category
Fund size4106.99 Cr · 43rd percentile in category
1Y return10.23% · 60th percentile in category
Top holdings
1.MTAR Technologies Ltd5.03%
2.RateGain Travel Technologies Ltd3.18%
3.S.J.S Enterprises Ltd3.17%
4.Zomato Ltd3.16%
5.Aster DM Healthcare Ltd2.83%
74 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.