Sundaram Mutual FundEquity Scheme - Multi Cap FundDirectGrowth

Sundaram Equity Fund Direct Plan - Growth

Scheme code #147587 · Open Ended Schemes

₹17.3254

Latest NAV

31-12-2021

0.92%

Day change

₹18.113

52-week high

₹12.2039

52-week low

NAV history

Returns

1 month	2.52%
3 months	1.95%
6 months	13.39%
1 year (absolute)	39.64%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	39.67%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	26.83%

Risk metrics

Volatility (1Y, annualized σ)	15.95%
Volatility (3Y, annualized σ)	21.56%
Max drawdown (1Y)	-9.25%
Max drawdown (3Y)	-36.71%
Max drawdown (all time)	-36.71%
Sharpe ratio (1Y, rf=6%)	1.77
Sharpe ratio (3Y, rf=6%)	0.85

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Multi Cap Fund
Plan	Direct
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	147587
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.