Sundaram Multi Cap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Multi Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 02nd December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	25-Nov-25	10065.50	0.65%	-	0.43%	7/35
1 Month	31-Oct-25	9941.90	-0.58%	-	-0.35%	25/35
3 Month	02-Sep-25	10354.80	3.55%	-	2.90%	17/35
6 Month	02-Jun-25	10562.30	5.62%	-	4.38%	10/34
YTD	01-Jan-25	10477.20	4.77%	-	2.35%	9/32
1 Year	02-Dec-24	10453.70	4.54%	4.54%	1.58%	6/31
2 Year	01-Dec-23	13343.40	33.43%	15.47%	15.31%	16/26
3 Year	02-Dec-22	15888.20	58.88%	16.67%	17.44%	12/18
5 Year	02-Dec-20	25175.50	151.75%	20.27%	19.54%	6/11
10 Year	02-Dec-15	41097.00	310.97%	15.17%	15.08%	3/7
Since Inception	25-Oct-00	392435.20	3824.35%	15.73%	14.79%	18/35

Returns Calculator

SIP Returns (NAV as on 02nd December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	02-Dec-24	12000	12822.74	6.86 %	12.92 %
2 Year	01-Dec-23	24000	26534.11	10.56 %	9.96 %
3 Year	02-Dec-22	36000	45367.43	26.02 %	15.59 %
5 Year	02-Dec-20	60000	89866.13	49.78 %	16.15 %
10 Year	02-Dec-15	120000	280293.55	133.58 %	16.18 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.47%	-0.58%	3.55%	5.62%	5.13%	4.54%	15.47%	16.67%	20.27%
Nifty 50	-0.55%	1.21%	5.91%	5.32%	10.10%	7.23%	13.29%	11.65%	14.69%
Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index	-0.40%	-0.08%	4.06%	3.98%	5.17%	3.62%	15.69%	17.57%	20.77%
Category Average	-0.38%	-0.35%	2.90%	4.38%	2.35%	1.58%	15.31%	17.44%	19.54%
Category Rank	26/35	25/35	17/35	10/34	9/32	6/31	16/26	12/18	6/11
Best in Category	-0.13%	1.23%	6.17%	8.48%	8.01%	6.84%	20.36%	22.24%	26.67%
Worst in Category	-0.75%	-4.90%	-3.97%	-5.27%	-7.13%	-9.01%	7.63%	9.47%	10.45%

quartely results (NAV as on 02nd December, 2025)

Period

This Fund

Nifty 50

NIFTY 500 Multicap 50:25:25 Total Return Index

Category Average

2025

2.65%

9.64%

2.19%

Q4 - 2025	2.86%	4.82%	--	1.22%
Q3 - 2025	-1.27%	-3.64%	--	-1.47%
Q2 - 2025	11.36%	10.15%	--	9.09%
Q1 - 2025	-6.95%	-2.43%	--	-2.38%

2024

17.51%

8.75%

19.25%

Q4 - 2024	-5.94%	-8.34%	--	-4.26%
Q3 - 2024	7.25%	6.91%	--	8.62%
Q2 - 2024	13.37%	7.48%	--	14.79%
Q1 - 2024	1.51%	3.31%	--	4.85%

2023

31.09%

19.48%

25.77%

Q4 - 2023	12.15%	11.33%	--	11.65%
Q3 - 2023	8.54%	1.07%	--	8.99%
Q2 - 2023	12.74%	10.29%	--	9.80%
Q1 - 2023	-4.49%	-4.60%	--	-4.30%

2022

-1.57%

3.24%

0.2%

Q4 - 2022	0.22%	7.76%	--	2.17%
Q3 - 2022	12.28%	8.52%	--	13.39%
Q2 - 2022	-11.50%	-10.70%	--	-9.07%
Q1 - 2022	-2.30%	-0.91%	--	1.34%

2021

44.15%

23.79%

25.99%

Q4 - 2021	4.72%	-1.02%	--	1.32%
Q3 - 2021	13.38%	12.36%	--	12.80%
Q2 - 2021	12.07%	5.75%	--	13.51%
Q1 - 2021	8.33%	4.80%	--	11.05%

2020

14.6%

14.77%

11.35%

Q4 - 2020	20.06%	22.46%	--	19.62%
Q3 - 2020	8.88%	7.84%	--	10.61%
Q2 - 2020	21.56%	24.82%	--	18.44%
Q1 - 2020	-26.41%	-29.43%	--	-26.44%

2019

4.08%

11.53%

7.07%

Q4 - 2019	7.20%	7.12%	--	5.14%
Q3 - 2019	-4.68%	-3.30%	--	-2.23%
Q2 - 2019	-0.89%	1.68%	--	1.15%
Q1 - 2019	3.15%	6.96%	--	3.74%

2018

-8.36%

4.09%

-6.3%

Q4 - 2018	0.43%	-1.32%	--	1.46%
Q3 - 2018	-1.13%	3.29%	--	-1.67%
Q2 - 2018	-0.41%	4.36%	--	-6.27%
Q1 - 2018	-7.78%	-2.14%	--	-7.18%

2017

48.73%

27.58%

31.04%

Q4 - 2017	13.44%	5.84%	--	12.17%
Q3 - 2017	4.50%	2.54%	--	3.41%
Q2 - 2017	7.24%	3.06%	--	3.98%
Q1 - 2017	17.00%	12.16%	--	15.38%

2016

5.7%

2.72%

3.14%

Q4 - 2016	-6.44%	-6.39%	--	-6.84%
Q3 - 2016	9.81%	3.40%	--	7.14%
Q2 - 2016	7.21%	7.45%	--	6.41%
Q1 - 2016	-6.50%	-2.82%	--	-7.02%

2015

2.49%

-4.08%

1.02%

Q4 - 2015	3.89%	-0.06%	--	2.39%
Q3 - 2015	-3.28%	-5.96%	--	-0.85%
Q2 - 2015	0.60%	-2.54%	--	-0.93%
Q1 - 2015	1.65%	2.50%	--	3.44%

2014

48.93%

31.44%

47.23%

Q4 - 2014	6.39%	4.24%	--	9.10%
Q3 -	--	4.32%	--	--
Q2 - 2014	25.88%	13.25%	--	24.25%
Q1 - 2014	6.34%	6.39%	--	8.21%

Best Quarters

Period	This Fund	Nifty 50	NIFTY 500 Multicap 50:25:25 Total Return Index	Category Average
Q2 - 2014	25.88%	13.25%	--	24.25%
Q2 - 2020	21.56%	24.82%	--	18.44%
Q4 - 2020	20.06%	22.46%	--	19.62%

Worst Quarters

Period	This Fund	Nifty 50	NIFTY 500 Multicap 50:25:25 Total Return Index	Category Average
Q1 - 2020	-26.41%	-29.43%	--	-26.44%
Q2 - 2022	-11.50%	-10.70%	--	-9.07%
Q1 - 2020	-26.32%	-29.43%	--	-26.44%