34
Multi CapAvoid
Sundaram Multi Cap
Sundaram · Direct–Growth · rank #27 of 32 by Smart Score
Trailing returns
1 Year
1.1%
+0.5% vs index
3 Years
15.1%
+2.8% vs index
5 Years
13.5%
+1.6% vs index
Since launch
15.7%
Year-by-year performance
2019
+17.3%—
2020
+17.4%—
2021
+31.2%+0.6% vs index
2022
+4.8%+1.0% vs index
2023
-2.2%-28.7% vs index
Why this score
Sundaram Multi Cap scores 34/100 — #27 of 32 Multi Cap fund (Avoid). It stands out for sortino ratio — beating 98% of peers on sortino ratio. The main drag is its 5y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
5Y return13.49% · 17th percentile in category
Sortino ratio1.31 · 98th percentile in category
Expense ratio1.41% · 8th percentile in category
Alpha-0.46 · 15th percentile in category
3Y return15.05% · 38th percentile in category
Fund size2914.87 Cr · 33rd percentile in category