Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Small Cap Fund
Sundaram Small Cap Fund
Sundaram Mutual Fund · Managed by Rohit Seksaria; Shalav Saket
77steady
Latest NAV
₹294.5929
as of 24 Sept 2026
AUM
—
Expense ratio
—
Inception
14 May 2026
FundScore
77/100steady
Rank #24 of 142 in Small Cap Fund · top 23%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-1.36%
3M
3.38%
6M
25.41%
1Y
16.56%
3Y CAGR
15.89%
5Y CAGR
16.11%
Since incep.
14.69%
Fund details
- Fund manager
- Rohit Seksaria; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 37%
- Volatility (3Y)
- 18.0%
- Rating (external)
- ★★★☆☆as of 30 Jun 2026
Investment objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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