Sundaram Multi Cap Fund Direct Growth

Scheme code: INF173K01FQ0 NAV value: ₹ 385.3793 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.5050.8728.7930.54
3 year10.5618.9914.8623.57

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4328.79
3 year 6.2833.3215.5714.86
5 year 0.7426.0212.91
7 year 3.3315.6211.64
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.928.79
3 year 6.5632.1215.6614.86
5 year 126.212.75
7 year 3.815.4211.84
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6728.79
3 year 7.6833.371714.86
5 year 0.7127.6313.15
7 year 3.7616.0112.04
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7928.79
3 year 8.0434.4617.9814.86
5 year 0.6928.6413.53
7 year 3.9716.4212.35
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2
NIFTY500 MULTICAP MOMENTUM QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -21.7785.8637.7728.79
3 year 6.9932.5522.8714.86
5 year 6.5432.2719.41
7 year 12.4624.5619.53
10 year 13.2726.3819.86
12 year 12.5825.419.66
15 year 13.9225.919.29

Rolling return for 1 year

- Average return: 28.79% - Median return: 33.73% - Average standard deviation: 5.12

Rolling return for 3 year

- Average return: 14.86% - Median return: 14.96% - Average standard deviation: 2.11

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 (%)
1 year12,00,00013,12,9401,12,9409.42
3 year36,00,00045,56,1959,56,1958.17

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.839.42
3 year 7.358.17
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.799.42
3 year 7.518.17
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.269.42
3 year 8.258.17
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.479.42
3 year 8.748.17
NIFTY500 MULTICAP MOMENTUM QUALITY 50
Duration Average return (%) Fund's return (%)
1 year 9.089.42
3 year 11.578.17

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,940 - Absolute Returns: ₹1,12,940 - CAGR: 9.42%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,56,195 - Absolute Returns: ₹9,56,195 - CAGR: 8.17%