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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Small Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Apr 2006 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Smallcap 250 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Sundaram Small Cap Fund - Regular Plan - IDCW ( |
|---|---|
| 03 Apr 2006 | ₹100.00 |
| 14 Dec 2007 | ₹186.31 |
| 26 Aug 2009 | ₹151.73 |
| 08 May 2011 | ₹174.32 |
| 17 Jan 2013 | ₹191.15 |
| 30 Sep 2014 | ₹323.26 |
| 11 Jun 2016 | ₹394.77 |
| 21 Feb 2018 | ₹580.04 |
| 04 Nov 2019 | ₹436.88 |
| 16 Jul 2021 | ₹767.42 |
| 28 Mar 2023 | ₹800.97 |
| 08 Dec 2024 | ₹1504.77 |
| 20 Aug 2026 | ₹1693.04 |
| Metric | Sundaram · Regular · IDCW NAV ₹300.79 Very High risk ★★★★☆ | Category median Small Cap Fund · 34 funds |
|---|---|---|
| +17.06% | +7.77% | |
| +18.42% | +11.04% | |
| +17.59% | +13.21% | |
| +14.59% | +11.26% | |
| +14.89% | +15.35% | |
| +18.17% | — | |
| +16.66% | +16.66% | |
| +15.53% | +15.71% | |
| +15.34% | +12.21% | |
| Risk | ||
| 16.63% | 18.02% | |
| 0.72 | 0.37 | |
| 0.98 | 0.48 | |
| -67.74% | -36.49% | |
| Nifty Smallcap 250 | — | |
| +2.46% | -1.99% | |
| 0.86 | 0.88 | |
| 91.7% | 83.6% | |
| 80.0% | 86.1% | |
| 1.99% | 2.00% | |
| ₹3,453Cr | ₹5,674Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 57% | 27% | |
| Sudhir Kedia | — | |
| 03 Apr 2006 | — | |
| 70 | — | |
| 29.9% | — | |
| 3.2% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.