54
Small CapHold
Sundaram Small Cap
Sundaram · Direct–Growth · rank #13 of 36 by Smart Score
Trailing returns
1 Year
9.1%
+9.0% vs index
3 Years
19.1%
+1.2% vs index
5 Years
17.5%
+2.6% vs index
Since launch
17.9%
Year-by-year performance
2015
+1.6%—
2016
+10.1%—
2017
+39.2%—
2018
-7.8%—
Why this score
Sundaram Small Cap scores 54/100 — #13 of 36 Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 69% of peers on 3y return. The main drag is its sortino ratio (better than only 18% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return19.12% · 69th percentile in category
Sharpe ratio0.78 · 72nd percentile in category
Sortino ratio0.61 · 18th percentile in category
Volatility19.69 · 35th percentile in category
5Y return17.48% · 57th percentile in category
Expense ratio0.89% · 38th percentile in category