Sundaram Mutual FundEquity Scheme - Multi Cap FundRegularIDCW

Sundaram Equity Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Scheme code #147585 · Open Ended Schemes

₹15.4578

Latest NAV

31-12-2021

0.92%

Day change

₹16.2159

52-week high

₹11.8654

52-week low

NAV history

Returns

1 month	2.38%
3 months	1.52%
6 months	12.43%
1 year (absolute)	27.98%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	28.00%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	20.73%

Risk metrics

Volatility (1Y, annualized σ)	17.59%
Volatility (3Y, annualized σ)	22.11%
Max drawdown (1Y)	-9.51%
Max drawdown (3Y)	-36.90%
Max drawdown (all time)	-36.90%
Sharpe ratio (1Y, rf=6%)	1.10
Sharpe ratio (3Y, rf=6%)	0.60

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Multi Cap Fund
Plan	Regular
Option	IDCW
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	147585
Earliest NAV date	11-09-2019
Total NAV observations	570
History last refreshed	2026-09-06 10:51:45 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.