47
Small CapHold
Sundaram Small Cap
Sundaram · Direct–Growth · rank #17 of 36 by Smart Score
Data updated
Trailing returns
1 Year
14.7%
+9.9% vs index
3 Years
17.3%
+2.8% vs index
5 Years
17.2%
+2.5% vs index
Since launch
18.0%
Year-by-year performance
2021
+40.7%-20.6% vs index
2022
-7.8%-4.4% vs index
2023
+36.3%-12.0% vs index
2024
+11.8%-14.6% vs index
2025
-5.2%+0.5% vs index
2026
+9.1%-0.7% vs index
Why this score
Sundaram Small Cap scores 47/100 — #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 sortino ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sortino ratio0.03 · 2nd percentile in category
Volatility19.51 · 27th percentile in category
3Y return17.32% · 60th percentile in category
Sharpe ratio0.69 · 65th percentile in category
Expense ratio0.95% · 36th percentile in category
1Y return14.68% · 63rd percentile in category
Top holdings
1.MTAR Technologies Ltd4.49%
2.RateGain Travel Technologies Ltd3.46%
3.S.J.S Enterprises Ltd3.46%
4.Zomato Ltd3.2%
5.Aster DM Healthcare Ltd3.04%
73 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.