Sundaram Equity Fund Direct Plan - Growth (defunct)
Sundaram Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
—
CAGR (full)
37.9%
Sharpe (full)
2.72
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-29.2%
Months of data
27
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
27.2%
-1.1%
2.72
9
FY23
—
—
—
0
FY24
—
—
—
0
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+3.4
+0.6
+1.5
+5.6
2020
+1.2
-5.1
-25.4
+12.7
-1.1
+7.2
+7.0
+3.5
+0.1
+1.6
+11.5
+5.8
+13.8
2021
-1.6
+10.8
+0.7
+0.7
+7.3
+4.0
+3.7
+3.5
+4.0
+1.6
-3.1
+3.2
+39.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard