Sundaram Multi Factor Fund
Direct · Growth ₹9.41
19 Oct 2026
NAV
-2.5%
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.
-2.87
Sharpe
-14.9%
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.
0.81%
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 | ₹11.72 L | -5.9% | -16.5% | -0.5% |
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 | -5.9% | 14.3% | 10.7% | -20.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -2.5% | -1.4% | -8.9% | 3.1% | -2.87 | -0.94 | 22% | — | — |
-14.9%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
-0.17
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.54 | 0.94 | 91.1% | 89.6% | -7.7% | -9.2% |
| 3 Years | +0.29 | 0.92 | 88.7% | 85.6% | -1.8% | -2.8% |
| 5 Years | -0.04 | 0.92 | 88.7% | 85.6% | -1.1% | -1.7% |
| 7 Years | -0.17 | 0.92 | 88.7% | 85.6% | -0.8% | -1.2% |
| 10 Years | -0.27 | 0.92 | 88.7% | 85.6% | -0.5% | -0.9% |
| 12 Years | -0.32 | 0.92 | 88.7% | 85.6% | -0.5% | -0.7% |
| 15 Years | -0.36 | 0.92 | 88.7% | 85.6% | -0.4% | -0.6% |