Sundaram Mutual FundGrowthDirectGrowth

Sundaram Multi Cap Fund Series I Direct Plan - Growth

Scheme code #143828 · Close Ended Schemes

₹17.872

Latest NAV

28-06-2023

0.03%

Day change

₹18.9781

52-week high

₹15.8729

52-week low

NAV history

Returns

1 month	0.52%
3 months	4.72%
6 months	-2.23%
1 year (absolute)	12.32%
3 years (absolute)	73.47%
5 years (absolute)	—
1Y CAGR	12.33%
3Y CAGR	20.13%
5Y CAGR	—
Since inception CAGR	12.33%

Risk metrics

Volatility (1Y, annualized σ)	10.41%
Volatility (3Y, annualized σ)	14.88%
Max drawdown (1Y)	-10.07%
Max drawdown (3Y)	-16.88%
Max drawdown (all time)	-36.80%
Sharpe ratio (1Y, rf=6%)	0.56
Sharpe ratio (3Y, rf=6%)	0.87

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	Growth
Plan	Direct
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	143828
Earliest NAV date	04-07-2018
Total NAV observations	1,228
History last refreshed	2026-09-05 19:17:49 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.