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Sundaram Small Cap Fund Regular Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.89%, with the bottom and top quartiles at 19.81% and 29.47% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.91% on assets of ₹3,563Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Blend on the 3x3 equity style box, with 71% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MTAR TECHNOLOGIES LIMITED | Industrials | 5.25% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 3.31% |
| S.J.S. ENTERPRISES LIMITED | Consumer Cyclical | 2.93% |
| PNB HOUSING FINANCE LTD | Financial Services | 2.81% |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED | Technology | 2.60% |
| AFFLE (INDIA) LIMITED | Technology | 2.37% |
| DCB BANK LIMITED | Financial Services | 2.33% |
| CRAFTSMAN AUTOMATION LIMITED | Consumer Cyclical | 2.30% |
| KSB Limited | Industrials | 1.97% |
| AXIS BANK LIMITED | Financial Services | 1.95% |
| NEULAND LABORATORIES LIMITED | Healthcare | 1.89% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED | Financial Services | 1.87% |
| SAFARI INDUSTRIES (INDIA) LIMITED | Consumer Cyclical | 1.83% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.81% |
| NATCO PHARMA LIMITED | Healthcare | 1.76% |
| BALRAMPUR CHINI MILLS LIMITED | Consumer Defensive | 1.73% |
| UJJIVAN SMALL FINANCE BANK LIMITED | Financial Services | 1.69% |
| AAVAS FINANCIERS LIMITED | Financial Services | 1.68% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.56% |
| SANOFI CONSUMER HEALTHCARE INDIA LIMITED | Healthcare | 1.55% |
| Elecon Engineering Company Limited | Industrials | 1.53% |
| EQUITAS SMALL FINANCE BANK LIMITED | Financial Services | 1.51% |
| GREENPANEL INDUSTRIES LIMITED | Basic Materials | 1.49% |
| CHALET HOTELS LIMITED | Consumer Cyclical | 1.42% |
| BRIGADE ENTERPRISES LIMITED | Real Estate | 1.40% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 11 | 20.86% |
| Capital Goods | — | 15.52% |
| Healthcare | 8 | 10.80% |
| Automobile and Auto Components | — | 7.35% |
| Information Technology | — | 6.91% |
| Consumer Services | — | 6.84% |
| Consumer Durables | — | 6.70% |
| Chemicals | — | 5.32% |
| Fast Moving Consumer Goods | — | 2.57% |
| Construction | — | 2.52% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.27% | 3.27% | 21.56% | 43.32% | 109.21% | 87.5% |
| 3Y | 12.57% | 19.81% | 22.89% | 29.47% | 40.91% | 100.0% |
| 5Y | 16.24% | 19.61% | 24.25% | 28.00% | 34.02% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 27.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | Bandhan Mutual Fund | ₹25,346 Cr | 2.00% | +27.64% | +20.53% | 5★ |
| ITI Small Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹2,937 Cr | 1.95% | +23.60% | +15.64% | 5★ |
| Invesco India Smallcap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹11,038 Cr | 1.93% | +21.80% | +19.45% | 4★ |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,462 Cr | 2.96% | +21.49% | — | 4★ |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | Bank of India Mutual Fund | ₹2,168 Cr | 2.65% | +21.28% | +19.23% | 4★ |
| quant Small Cap Fund - Growth - Regular Plan | Quant Mutual Fund | ₹30,361 Cr | 2.02% | +19.89% | +20.12% | 4★ |
| Union Small Cap Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹1,980 Cr | 2.22% | +18.79% | +17.34% | 3★ |
| DSP Small Cap Fund - Regular - Growth | DSP Mutual Fund | ₹17,906 Cr | 1.67% | +18.54% | +17.85% | 4★ |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Edelweiss Mutual Fund | ₹5,952 Cr | 2.13% | +16.71% | +17.11% | 3★ |
| HSBC Small Cap Fund - Regular Growth | HSBC Mutual Fund | ₹16,394 Cr | 1.76% | +15.77% | — | 3★ |