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Sundaram Small Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Small Cap
Very High
₹38.61
Current NAV
04 Nov 2026
-1.2%
1Y Return
6.3%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.31).
  • Very large asset base (AUM: ₹20,360 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.81
Sharpe Ratio
0.71
Beta
3.31
Alpha
0.90
Sortino
Fund Details
Fund House Sundaram
Category Small Cap
AUM ₹20360 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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