Sundaram Small Cap Fund Direct Growth

Scheme code: INF903J01NK9 NAV value: ₹ 257.5879 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-7.06	54.64	27.39	31.4
3 year	12.29	46.55	28.15	30.38
5 year	-4.47	37.48	15.06	21.02
7 year	7.82	20.87	14.49	18.13
10 year	12.06	23.95	19.00	21
12 year	17.82	20.40	19.27	20.85

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	82.17	30.58	27.39
3 year	7.69	40.5	21.78	28.15
5 year	-7.74	38.77	11.03	15.06
7 year	-2.23	14.52	7.9	14.49
10 year	-4.3	16.33	7.65	19
12 year	-4.79	16.74	7.42	19.27
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-60.53	85.64	18.78	27.39
3 year	-13.25	41.58	26.03	28.15
5 year	6.41	35.92	20.68	15.06
7 year	3.93	25.9	19.72	14.49
10 year	7.34	26.68	18.99	19
12 year	7.54	26.73	18.95	19.27
15 year	10.48	24.43	18.29

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	70.11	25.34	27.39
3 year	9.95	47.76	27.48	28.15
5 year	-2.4	40.21	15.62	15.06
7 year	2.66	18.23	12.58	14.49
10 year	0.76	20.88	12	19
12 year	0.04	19.61	11.74	19.27
15 year	5.45	20.15	11.51

Rolling return for 1 year

- Average return: 27.39% - Median return: 31.19% - Average standard deviation: 5.81

Rolling return for 3 year

- Average return: 28.15% - Median return: 26.95% - Average standard deviation: 2.37

Rolling return for 5 year

- Average return: 15.06% - Median return: 12.94% - Average standard deviation: 1.27

Rolling return for 7 year

- Average return: 14.49% - Median return: 14.45% - Average standard deviation: 0.92

Rolling return for 10 year

- Average return: 19% - Median return: 18.87% - Average standard deviation: 0.65

Rolling return for 12 year

- Average return: 19.27% - Median return: 19.36% - Average standard deviation: 0.65

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,96,019	96,019	8.01
3 year	36,00,000	52,75,230	16,75,230	13.58
5 year	60,00,000	1,00,75,076	40,75,076	10.92
7 year	84,00,000	1,50,98,033	66,98,033	8.74
10 year	1,20,00,000	3,12,28,555	1,92,28,555	10.04
12 year	1,44,00,000	4,57,82,856	3,13,82,856	10.12

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.29	8.01
3 year	11.63	13.58
5 year	8.98	10.92
7 year	5.44	8.74
10 year	5.11	10.04
12 year	5.06	10.12

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-1.79	8.01
3 year	12.47	13.58
5 year	12.28	10.92
7 year	10.66	8.74
10 year	11.09	10.04
12 year	11.32	10.12

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	6.52	8.01
3 year	13.27	13.58
5 year	11.08	10.92
7 year	7.72	8.74
10 year	7.46	10.04
12 year	7.48	10.12

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,019 - Absolute Returns: ₹96,019 - CAGR: 8.01%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,75,230 - Absolute Returns: ₹16,75,230 - CAGR: 13.58%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,75,076 - Absolute Returns: ₹40,75,076 - CAGR: 10.92%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,98,033 - Absolute Returns: ₹66,98,033 - CAGR: 8.74%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,12,28,555 - Absolute Returns: ₹1,92,28,555 - CAGR: 10.04%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,57,82,856 - Absolute Returns: ₹3,13,82,856 - CAGR: 10.12%