Should I invest in Sundaram Small Cap Fund Regular Plan?

We don't give personal investment advice. Sundaram Small Cap Fund Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 15.79%.

Sundaram BNP Paribas

Sundaram Small Cap Fund Regular Plan - Growth

Latest NAV

₹282.5023

As of

24 Jul 2026

5,000 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.08%	+0.02%	-0.10	7 / 11	Q3
1W	-2.19%	-1.66%	-0.53	11 / 11	Q4
2W	-3.85%	-2.46%	-1.39	11 / 11	Q4
1M	-1.40%	-1.07%	-0.33	7 / 11	Q3
3M	+7.18%	+6.29%	+0.89	4 / 11	Q2
6M	+15.95%	+13.78%	+2.17	4 / 11	Q2
YTD	+8.34%	+6.01%	+2.34	4 / 11	Q2
1Y	+6.97%	+0.05%	+6.92	2 / 11	Q1
2Y	+5.97%	-0.97%	+6.94	1 / 11	Q1
3Y	+16.63%	+12.04%	+4.59	1 / 11	Q1
4Y	+19.46%	+15.69%	+3.77	3 / 11	Q2
5Y	+15.79%	+12.70%	+3.09	4 / 11	Q2
7Y	+21.41%	+18.70%	+2.71	4 / 11	Q2
10Y	+13.97%	+13.07%	+0.90	6 / 11	Q3
Inception	+14.58%	+12.68%	+1.90	5 / 11	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+8.34%	+6.01%	+2.34	4 / 11
2025	-0.28%	-7.39%	+7.11	1 / 11
2024	+18.97%	+19.88%	-0.92	8 / 11
2023	+44.18%	+40.75%	+3.43	4 / 11
2022	-2.11%	-1.80%	-0.31	5 / 11
2021	+58.57%	+57.02%	+1.55	6 / 11
2020	+25.59%	+22.20%	+3.39	4 / 11
2019	-6.38%	-6.18%	-0.20	6 / 11
2018	-29.18%	-21.74%	-7.43	10 / 11
2017	+53.02%	+47.87%	+5.15	5 / 11
2016	-1.12%	+2.95%	-4.07	10 / 11

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.90%

236 windows

min -57.7% · max 152.7%

69% positive

3-Year rolling

+16.64%

211 windows

min -16.0% · max 44.4%

85% positive

5-Year rolling

+15.50%

187 windows

min -5.5% · max 33.9%

97% positive

7-Year rolling

+14.79%

163 windows

min 6.1% · max 27.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.89%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.00

Downside-only deviation

Max drawdown

-24.13%

Sep 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option	HDFC	₹137.4830	24 Jul 2026
Nippon India Small Cap Fund - Growth Plan - Bonus Option	Nippon India	₹177.5606	24 Jul 2026
Franklin India Small Cap Fund - IDCW	Franklin Templeton	₹43.7480	24 Jul 2026
Kotak-Small Cap Fund - Growth	Kotak Mahindra	₹263.9290	24 Jul 2026
Aditya Birla Sun Life Small Cap Fund - GROWTH	Birla Sun Life	₹94.7343	24 Jul 2026
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)	Sundaram BNP Paribas	₹36.1157	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹282.5023
23 Jul 2026	₹282.7142
22 Jul 2026	₹285.2089
21 Jul 2026	₹289.0943
20 Jul 2026	₹287.9555
17 Jul 2026	₹288.8232
16 Jul 2026	₹290.7089
15 Jul 2026	₹292.4231
14 Jul 2026	₹290.3263
13 Jul 2026	₹293.8782

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of Sundaram Small Cap Fund Regular Plan - Growth is ₹282.5023. It's a Small Cap Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Small Cap Fund Regular Plan - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Sundaram Small Cap Fund Regular Plan - Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Small Cap Fund Regular Plan - Growth has delivered a absolute return of 6.97% — +6.92 pp ahead of the Small Cap Fund category average of 0.05%. The fund ranks #2 of 11 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram Small Cap Fund Regular Plan - Growth has delivered a CAGR of 16.63% — +4.59 pp ahead of the Small Cap Fund category average of 12.04%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram Small Cap Fund Regular Plan - Growth has delivered a CAGR of 15.79% — +3.09 pp ahead of the Small Cap Fund category average of 12.70%. The fund ranks #4 of 11 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Small Cap Fund Regular Plan - Growth exactly 10 years ago would be worth approximately ₹369,761 today — a multiplier of 3.70×, based on the 10-year CAGR of 13.97%. The category average over the same window would have grown ₹1 lakh to ₹341,611.

A ₹10,000 monthly SIP in Sundaram Small Cap Fund Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹899,817 today. That's an XIRR (money-weighted annualised return) of 16.21%.

A ₹10,000 monthly SIP for 10 years in Sundaram Small Cap Fund Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,946,189 (multiplier 2.46×). XIRR: 17.10%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Small Cap Fund Regular Plan - Growth ranks #4 out of 11 funds in the Small Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.70%; this fund delivered 15.79%.

The worst peak-to-trough decline Sundaram Small Cap Fund Regular Plan - Growth has experienced over the last 5-year window is 24.13% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Small Cap Fund Regular Plan - Growth averaged 15.50% (best 33.89%, worst -5.45%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Small Cap Fund Regular Plan - Growth returned -0.28% — beating the Small Cap Fund category average of -7.39% by 7.11 pp. It ranked #1 of 11 in its category that year.

Sundaram Small Cap Fund Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Small Cap Fund Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 15.79%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.