Sundaram Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
3,453 cr
TER direct / regular
0.96% / 1.99%
Active return /yr (full)
2.7%
Score
53
Rank (Score, pool)
#15 of 37
Percentile (full, pool)
63
IR vs benchmark
0.29
CAGR (absolute)
22.4%
Max drawdown
-52.8%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
3.0%
-1.8%
0.28
46
6.1%
35.6%
38.6%
12
FY23
7.6%
-1.8%
1.32
54
5.6%
-6.6%
1.1%
12
FY24
-11.7%
4.0%
-1.35
65
6.1%
63.0%
51.2%
12
FY25
-1.1%
-3.9%
-0.28
12
7.0%
5.3%
4.2%
12
FY26
7.3%
3.4%
1.45
85
5.0%
-5.3%
2.1%
12
FY27*
3.9%
2.0%
1.71
63
4.7%
28.8%
32.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+1.6
-1.7
-1.0
-1.2
2020
+1.4
+4.1
-1.1
+0.0
-1.7
-1.7
-0.9
-0.7
-0.0
+2.6
-0.2
-0.4
+1.1
2021
-2.2
-2.3
+2.5
+1.3
-2.0
+0.9
-2.1
+4.3
-0.2
+0.6
+0.1
-0.7
-0.3
2022
-1.3
+1.5
-0.6
-1.6
+1.7
+3.6
-0.3
-0.0
+0.9
+0.3
-2.3
-0.0
+1.8
2023
+1.9
+1.7
+1.5
-1.4
+0.4
-0.4
-2.9
-0.9
+0.4
+0.2
-0.8
-1.0
-1.4
2024
-4.6
+0.5
+2.2
-3.8
+0.6
-1.4
-1.7
+1.8
+1.6
+0.5
-0.6
-0.7
-5.6
2025
+3.9
-0.2
-1.9
+1.9
-1.1
-1.7
+2.6
+0.3
+0.8
+1.2
+2.1
-0.9
+6.9
2026
+2.3
-0.3
+0.0
+1.7
+1.3
-0.6
-1.0
+1.9
+5.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-10.4
-3.9
+4.9
-3.8
-5.6
-4.0
-3.0
+5.9
+9.5
+3.5
+9.3
+0.2
2014
-8.9
+2.5
+14.1
+7.8
+23.0
+11.7
-2.2
+7.0
+7.9
+5.2
+6.1
+5.9
+110.6
2015
+3.0
+0.5
+1.2
-4.5
+2.5
-1.8
+9.1
-7.8
+0.4
+2.5
+4.5
-0.7
+8.2
2016
-9.6
-14.8
+13.6
+5.2
+1.8
+7.0
+5.6
+1.7
-0.5
+6.6
-11.1
-1.3
+0.1
2017
+7.0
+5.2
+7.1
+7.3
-2.3
+4.3
+2.2
-2.7
-0.1
+8.8
+2.9
+6.7
+56.7
2018
-3.9
-4.1
-5.6
+8.3
-6.8
-10.3
+1.3
+0.4
-14.1
-1.6
+1.9
+3.4
-28.6
2019
-5.2
-0.8
+12.0
-3.3
+3.7
-3.9
-13.0
-0.6
+5.3
+4.0
-0.8
-0.5
-5.2
2020
+8.1
-2.9
-33.6
+12.6
-3.8
+12.9
+5.4
+11.1
+3.2
+2.1
+12.2
+7.9
+27.4
2021
-1.3
+9.9
+3.2
+5.8
+7.9
+6.4
+6.0
+1.4
+5.6
+0.7
-0.3
+4.6
+62.0
2022
-1.6
-7.8
+5.5
-1.1
-6.9
-3.1
+8.5
+5.7
+0.1
+2.2
+0.7
-1.8
-0.9
2023
-0.4
-1.8
-0.1
+5.4
+5.9
+5.9
+4.8
+4.3
+2.9
-1.5
+9.5
+4.8
+46.9
2024
+2.7
-0.0
-2.1
+6.6
-0.7
+8.0
+3.3
+3.1
+2.8
-3.1
-0.7
-0.5
+20.4
2025
-6.8
-12.9
+7.1
+3.6
+8.5
+4.0
-1.0
-3.3
+1.9
+4.9
-1.2
-1.3
+1.5
2026
-3.3
+0.5
-10.0
+18.7
+2.9
+3.7
+0.3
+4.5
+16.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard