- Scheme Category:
- Equity Scheme >
- Small Cap Fund
NAV: ₹ 165.7589 ↑ 0.86%
[as on 31 December, 2021]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Sundaram Small Cap Fund Institutional Plan - Growth and its peers as on 31 December, 2021
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | 0.82% | 54.1% | -28.39% | -5.06% | 28.21% | - | - | - | - | - |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) |
|---|
| Returns | -7.14% |
NAV history
Sundaram Small Cap Fund Institutional Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 31 December, 2021 | 165.7589 | 0.86% |
| 30 December, 2021 | 164.3492 | 0.49% |
| 29 December, 2021 | 163.5527 | 0.23% |
| 28 December, 2021 | 163.1797 | 1.3% |
| 27 December, 2021 | 161.0883 | 0.52% |
| 24 December, 2021 | 160.2496 | -0.63% |
| 23 December, 2021 | 161.2664 | 0.99% |
| 22 December, 2021 | 159.6814 | 1.22% |
| 21 December, 2021 | 157.7562 | 1.43% |
| 20 December, 2021 | 155.5391 | -2.84% |
| 17 December, 2021 | 160.0857 | -2.07% |
| 16 December, 2021 | 163.4650 | -0.59% |
| 15 December, 2021 | 164.4364 | -0.22% |
| 14 December, 2021 | 164.7966 | 0.35% |
| 13 December, 2021 | 164.2140 | 0.36% |
| 10 December, 2021 | 163.6187 | 0.49% |
| 9 December, 2021 | 162.8183 | 0.57% |
| 8 December, 2021 | 161.8923 | 1.17% |
| 7 December, 2021 | 160.0190 | 0.92% |
| 6 December, 2021 | 158.5529 | -1.46% |
| 3 December, 2021 | 160.8999 | 0.57% |
| 2 December, 2021 | 159.9886 | 0.98% |
| 1 December, 2021 | 158.4417 | -0.01% |
| 30 November, 2021 | 158.4595 | 1.49% |
| 29 November, 2021 | 156.1280 | -1.98% |
| 26 November, 2021 | 159.2751 | -2.82% |
| 25 November, 2021 | 163.9010 | 0.59% |
| 24 November, 2021 | 162.9464 | 0.7% |
| 23 November, 2021 | 161.8193 | 1.59% |
| 22 November, 2021 | 159.2822 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Sundaram Small Cap Fund Institutional Plan - Growth?
The latest NAV of Sundaram Small Cap Fund Institutional Plan - Growth is 165.7589 as on 31 December, 2021.
What are YTD (year to date) returns of Sundaram Small Cap Fund Institutional Plan - Growth?
The YTD (year to date) returns of Sundaram Small Cap Fund Institutional Plan - Growth are 60.18% as on 31 December, 2021.
What are 1 year returns of Sundaram Small Cap Fund Institutional Plan - Growth?
The 1 year returns of Sundaram Small Cap Fund Institutional Plan - Growth are 61.98% as on 31 December, 2021.
What are 3 year CAGR returns of Sundaram Small Cap Fund Institutional Plan - Growth?
The 3 year annualized returns (CAGR) of Sundaram Small Cap Fund Institutional Plan - Growth are 25.07% as on 31 December, 2021.
What are 5 year CAGR returns of Sundaram Small Cap Fund Institutional Plan - Growth?
The 5 year annualized returns (CAGR) of Sundaram Small Cap Fund Institutional Plan - Growth are 16.95% as on 31 December, 2021.
What are 10 year CAGR returns of Sundaram Small Cap Fund Institutional Plan - Growth?
The 10 year annualized returns (CAGR) of Sundaram Small Cap Fund Institutional Plan - Growth are 16.95% as on 31 December, 2021.
What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Small Cap Fund Institutional Plan - Growth?
Sundaram Small Cap Fund Institutional Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
| Holding period | Tax rate |
|---|
| Less than 1 year (STCG) | 20% |
| More than 1 year (LTCG) | Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount. |
