Home› Funds› Sundaram Small Cap Fund Direct Plan - Income Distr

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

Sundaram · Small Cap
Very High
₹41.88
Current NAV
25 Jun 2026
18.1%
1Y Return
15.1%
3Y CAGR
17.1%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
SIP Calculator Compare Funds
Similar Funds in Small Cap
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular IDCW
Groww
₹10.11 44.8%
Mahindra Manulife Small Cap Fund - Direct Plan - Growth
Mahindra Manulife
₹22.29 44.6%
Tata Small Cap Fund-Regular Plan-Growth
Tata
₹37.61 44.6%
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth
DSP
₹11.07 44.6%