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MF_119589

Sundaram Small Cap Fund Direct Plan - Growth

Equity Scheme - Small Cap Fund

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End Amount
₹88,499.50
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.07%
MF_119589 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.66%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.15
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.89
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 58% 75% 35%
60 days 60% 48% 23%
90 days 60% 40% 20%
180 days 65% 28% 15%
1Yr 66% 22% 12%
3Yr 72% 12% 11%
5Yr 55% 10% 4%
7Yr 76% 3% 1%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Small Cap Fund Direct Plan - Growth Nifty 50
30 days -56.9% | -78.0% | 30.4% | 373.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -43.5% | -66.2% | 28.5% | 226.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.2% | -56.7% | 24.5% | 175.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 2.9% | -28.5% | 15.3% | 119.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.1% | -11.9% | 21.0% | 43.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 14.3% | -1.5% | 16.9% | 33.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 21.0% | 10.3% | 15.1% | 23.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.7% | 12.9% | 16.4% | 23.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 April 2, 2014 450 days 31% Nifty 50: 11% 10124 7026 10152
July 7, 2014 Aug. 22, 2014 46 days 9% Nifty 50: 4% 15453 14122 15560
Sept. 22, 2014 Oct. 28, 2014 36 days 6% Nifty 50: 5% 17258 16201 17273
Dec. 4, 2014 Dec. 31, 2014 27 days 7% Nifty 50: 6% 19479 18051 19841
Feb. 2, 2015 Feb. 28, 2015 26 days 6% Nifty 50: 3% 20672 19404 20876
March 3, 2015 April 2, 2015 30 days 6% Nifty 50: 7% 21177 19871 21261
April 13, 2015 Aug. 1, 2015 110 days 15% Nifty 50: 10% 21956 18758 22048
Aug. 5, 2015 July 23, 2016 353 days 26% Nifty 50: 18% 22474 16525 22663
Oct. 25, 2016 March 16, 2017 142 days 17% Nifty 50: 9% 24810 20627 24995
May 16, 2017 June 9, 2017 24 days 7% Nifty 50: 2% 28350 26476 28475
June 16, 2017 Oct. 12, 2017 118 days 8% Nifty 50: 1% 29335 27095 29350
Jan. 15, 2018 May 1, 2021 1202 days 57% Nifty 50: 27% 34503 14817 34761
Oct. 18, 2021 Jan. 4, 2022 78 days 8% Nifty 50: 10% 47746 44134 48025
Jan. 17, 2022 May 11, 2023 479 days 22% Nifty 50: 16% 49085 38164 49201
Oct. 17, 2023 Nov. 11, 2023 25 days 5% Nifty 50: 5% 61669 58580 62241
Feb. 7, 2024 April 4, 2024 57 days 9% Nifty 50: 1% 71709 65556 71722
Sept. 23, 2024 April 30, 2026 584 days 24% Nifty 50: 15% 86756 66135 86860
Sept. 8, 2026 Oct. 30, 2026 52 days 11% Nifty 50: 6% 97812 87363 88500