Sundaram Multi Cap Fund
Direct · Growth ₹427.50
18 Jun 2026
NAV
17.1%
3Y CAGR
16.6%
5Y CAGR
16.8%
10Y CAGR
16.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.08
Sharpe
-38.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.78 L | 20.5% | -56.0% | 98.8% |
| 3 Years | ₹36.00 L | ₹46.54 L | 16.9% | -22.9% | 39.3% |
| 5 Years | ₹60.00 L | ₹92.10 L | 16.5% | -7.8% | 29.8% |
| 7 Years | ₹84.00 L | ₹1.52 Cr | 16.3% | 0.1% | 24.1% |
| 10 Years | ₹1.20 Cr | ₹2.91 Cr | 17.0% | 13.5% | 20.5% |
| 12 Years | ₹1.44 Cr | ₹4.21 Cr | 16.6% | 13.6% | 19.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.5% | 14.5% | 14.4% | +6.0% |
| 3 Years | 16.9% | 11.2% | 16.9% | +5.8% |
| 5 Years | 16.5% | 10.4% | 17.8% | +6.0% |
| 7 Years | 16.3% | 10.6% | 18.1% | +5.7% |
| 10 Years | 17.0% | 11.5% | 18.1% | +5.5% |
| 12 Years | 16.6% | 11.4% | 17.4% | +5.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.7% | 13.3% | -32.0% | 91.9% | 0.59 | 2.07 | 84% | — | — |
| 3 Years | 17.1% | 17.9% | -5.9% | 34.6% | 1.51 | 5.72 | 97% | — | — |
| 5 Years | 16.6% | 16.9% | 1.0% | 30.6% | 1.81 | 23.61 | 100% | — | — |
| 10 Years | 16.8% | 16.6% | 13.4% | 19.8% | 8.08 | — | 100% | — | — |
-38.7%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.44
3Y
0.43
5Y
0.40
7Y
0.43
10Y
0.46
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.96 | 1.04 | 104.5% | 96.7% | 2.5% | -3.1% |
| 3 Years | +7.04 | 0.96 | 98.3% | 89.0% | 15.6% | 8.7% |
| 5 Years | +6.05 | 0.93 | 93.0% | 85.1% | 14.8% | 8.9% |
| 7 Years | +5.85 | 0.92 | 91.7% | 85.1% | 16.4% | 10.9% |
| 10 Years | +4.73 | 0.93 | 94.8% | 89.1% | 15.8% | 11.4% |
| 12 Years | +4.64 | 0.96 | 96.6% | 91.1% | 14.5% | 10.1% |
| 15 Years | +4.55 | 0.95 | 97.4% | 91.6% | 14.1% | 9.7% |
70
Total Holdings
29.4%
Top 10 Weight
34
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 4.77% |
| 2 | ICICI Bank Ltd | 4.03% |
| 3 | Larsen & Toubro Ltd | 3.34% |
| 4 | Bharti Airtel Ltd | 3.15% |
| 5 | Reliance Industries Ltd | 3.06% |
| 6 | Kotak Mahindra Bank Ltd | 2.51% |
| 7 | Mahindra & Mahindra Ltd | 2.42% |
| 8 | Kirloskar Oil Engines Ltd | 2.38% |
| 9 | TVS Holdings Ltd | 1.90% |
| 10 | Bharat Electronics Ltd | 1.87% |