Sundaram Multi Cap Fund Direct Growth

Scheme code: INF173K01FQ0 NAV value: ₹ 385.8117 NAV date: 19 March, 2026 TER: 0.90%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.99	91.94	14.04	20.04	15.79
3 year	-5.90	34.65	17.97	17.10	18.57
5 year	0.96	30.63	17.04	16.65	17.74
7 year	9.68	18.82	15.62	15.56	16.38
10 year	13.45	19.76	16.70	16.88	17.42
12 year	16.33	19.79	17.98	18.06	18.63

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.04
3 year	6.28	30.95	15.04	17.1
5 year	8.38	26.02	14.22	16.65
7 year	10.18	15.62	12.93	15.56
10 year	11.42	12.93	12.18	16.88
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.04
3 year	6.56	19.64	13.57	17.1
5 year	9.22	12.29	10.75	16.65

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.04
3 year	7.68	21.49	15.06	17.1
5 year	10.37	13.5	11.93	16.65

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	20.04
3 year	10.41	25.89	18.61	17.1
5 year	13.4	16.23	14.81	16.65

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.04
3 year	8.04	32.03	17.81	17.1
5 year	8.18	28.64	15.34	16.65
7 year	10.64	16.42	13.77	15.56
10 year	12.56	14.06	13.31	16.88

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-21.77	19.66	-7.11	20.04
3 year	6.99	32.17	22.65	17.1
5 year	10.9	32.27	21.01	16.65
7 year	14.36	24.56	19.2	15.56
10 year	16	17.5	16.75	16.88

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,477 - Absolute Returns: ₹94,477 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,35,223 - Absolute Returns: ₹10,35,223 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,67,130 - Absolute Returns: ₹31,67,130 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,51,41,071 - Absolute Returns: ₹67,41,071 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,93,18,213 - Absolute Returns: ₹1,73,18,213 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,23,97,550 - Absolute Returns: ₹2,79,97,550 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.67 %

Drawdown Duration

26 months

Recovery Time

8 months

Avg Drawdown

-5.84 %

Calmar Ratio by Duration

1 Y

0.5182

3 Y

0.4422

5 Y

0.4305

7 Y

0.4023

10 Y

0.4365

12 Y

0.467

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.13	0.96	98.9	95.5	6.23 %	4.00 %
3 years	6.03	0.93	95.0	86.6	16.95 %	11.28 %
5 years	5.80	0.92	91.9	84.1	14.99 %	9.44 %
7 years	4.52	0.91	90.7	85.3	14.88 %	10.74 %
10 years	4.39	0.93	94.2	88.8	16.05 %	12.06 %
12 years	3.47	0.93	94.2	88.8	13.22 %	10.00 %
15 years	2.63	0.93	94.2	88.8	10.45 %	7.92 %