NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Multi Cap Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.25%
NAV	₹440.91 (11 Nov 2026)
Fund Size	₹2,806.48 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Returns	Sundaram Multi Cap Fund - Direct (G)
1M	4.15%
3M	-2.56%
6M	3.12%
1Y	0.04%
3Y	12.78%
5Y	10.70%
Since Inception	15.56%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Multi Cap Fund - Direct (G)
Alpha	0.61
Beta	0.95
Sharpe	0.40
Standard Deviation	4.70

Holding Analysis	Sundaram Multi Cap Fund - Direct (G)
Top 5 Holdings	14.58%
Top 10 Holdings	26.44%
Portfolio Turnover	77.30
Equity	98.48%
Debt	1.49%
Cash	—

Fund Manager	Sundaram Multi Cap Fund - Direct (G)
Name	,

About	Sundaram Multi Cap Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Multi Cap Fund
Benchmark	NIFTY500 Multicap 50:25:25 Total Return Index
Launch Date	01 Jan 2013