Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan
Small Cap
+14.1% 3Y CAGR
Sundaram Mutual Fund
Small Cap · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Small Cap Fund is a Small Cap fund from Sundaram Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹3,933 crore, the 21st largest of 35 Small Cap funds. Its expense ratio is 0.99% a year, higher than the median of 0.92% for Small Cap funds.
Over the last three years it returned 14.06% a year, 12th of 24 Small Cap funds (median 13.67%). Over five years it returned 14.42% a year, 10th of 21. It is 1.73 percentage points a year ahead of its benchmark, the Nifty Smallcap 250 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 23.8%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+2.90%
3 Years
+14.06%
5 Years
+14.42%
Since launch (2 Jan 2013)
+17.09%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +5.13% | -1.28% | +6.41 pts |
| 3 Years | +14.82% | +13.09% | +1.73 pts |
| 5 Years | +14.96% | +13.56% | +1.40 pts |
| 10 Years | +14.39% | +13.64% | +0.75 pts |
| Since launch | +17.61% | +15.35% | +2.26 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
16.8%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-23.8%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Small Cap Fund, in the same category, ranked by 3-year return.
Aditya Birla Sun Life Mutual Fund
Small Cap
+14.1% 3Y CAGR
Nippon India Mutual Fund
Small Cap
+13.0% 3Y CAGR
Sundaram Small Cap Fund Direct Plan - Growth
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