Overview / Mutual Fund Discovery / Close Ended Schemes ( Growth )

Close Ended Schemes ( Growth ) Mutual Funds in India

Quantitative risk-adjusted comparison across 40 AMFI-registered Close Ended Schemes ( Growth ) schemes. Category Median 3Y CAGR: N/A • Category Median 3Y Sortino: 7.02.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 Kotak India Growth Fund Series 4-Direct Plan - Growth Option (AMFI 142418) Kotak Mahindra Mutual Fund Direct Plan N/A 7.14 -6.17%
#2 Kotak India Growth Fund Series 4-Direct Plan-ayout of Income Distribution cum capital withdrawal option (AMFI 142415) Kotak Mahindra Mutual Fund Direct Plan N/A 7.13 -6.18%
#3 Kotak India Growth Fund Series 4-Regular Plan-ayout of Income Distribution cum capital withdrawal option (AMFI 142416) Kotak Mahindra Mutual Fund Regular Plan N/A 6.91 -6.28%
#4 Kotak India Growth Fund Series 4 - Regular Plan- Growth option (AMFI 142417) Kotak Mahindra Mutual Fund Regular Plan N/A 6.91 -6.29%
— Sundaram Emerging Small Cap Series VII Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144989) Sundaram Mutual Fund Direct Plan N/A N/A -0.47%
— Sundaram Emerging Small Cap Series VII Regular Plan - Growth (AMFI 144987) Sundaram Mutual Fund Regular Plan N/A N/A -0.47%
— Sundaram Emerging Small Cap Series VII Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144986) Sundaram Mutual Fund Regular Plan N/A N/A -0.47%
— Sundaram Emerging Small Cap VII Direct Plan - Growth (AMFI 144988) Sundaram Mutual Fund Direct Plan N/A N/A -0.47%
— Sundaram Emerging Small Cap Series VI Direct Plan - Growth (AMFI 144728) Sundaram Mutual Fund Direct Plan N/A N/A -0.42%
— Sundaram Emerging Small Cap Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144729) Sundaram Mutual Fund Direct Plan N/A N/A -0.42%
— Sundaram Emerging Small Cap Series VI Regular Plan - Growth (AMFI 144726) Sundaram Mutual Fund Regular Plan N/A N/A -0.42%
— Sundaram Emerging Small Cap Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144727) Sundaram Mutual Fund Regular Plan N/A N/A -0.42%
— Sundaram Emerging Small Cap Series V Direct Plan - Growth (AMFI 144437) Sundaram Mutual Fund Direct Plan N/A N/A -0.09%
— Sundaram Emerging Small Cap Series V Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144438) Sundaram Mutual Fund Direct Plan N/A N/A -0.09%
— Sundaram Emerging Small Cap Series V Regular Plan - Growth (AMFI 144435) Sundaram Mutual Fund Regular Plan N/A N/A -0.09%
— Sundaram Emerging Small Cap Series V Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144436) Sundaram Mutual Fund Regular Plan N/A N/A -0.09%
— Sundaram Multi Cap Fund Series II Direct Plan - Growth (AMFI 144200) Sundaram Mutual Fund Direct Plan N/A N/A -0.75%
— Sundaram Multi Cap Fund Series II Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144199) Sundaram Mutual Fund Direct Plan N/A N/A -0.75%
— Sundaram Multi Cap Fund Series II Regular Plan - Growth (AMFI 144197) Sundaram Mutual Fund Regular Plan N/A N/A -0.77%
— Sundaram Multi Cap Fund Series II Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 144198) Sundaram Mutual Fund Regular Plan N/A N/A -0.77%
— Sundaram Multi Cap Fund Series I Direct Plan - Growth (AMFI 143828) Sundaram Mutual Fund Direct Plan N/A N/A -0.72%
— Sundaram Multi Cap Fund Series I Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143827) Sundaram Mutual Fund Direct Plan N/A N/A -0.72%
— Sundaram Multi Cap Fund Series I Regular Plan - Growth (AMFI 143830) Sundaram Mutual Fund Regular Plan N/A N/A -0.74%
— Sundaram Multi Cap Fund Series I Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143829) Sundaram Mutual Fund Regular Plan N/A N/A -0.74%
— Sundaram Emerging Small Cap Series IV Direct Plan - Growth (AMFI 143506) Sundaram Mutual Fund Direct Plan N/A N/A -0.26%
— Sundaram Emerging Small Cap Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143505) Sundaram Mutual Fund Direct Plan N/A N/A -0.26%
— Sundaram Emerging Small Cap Series IV Regular Plan - Growth (AMFI 143503) Sundaram Mutual Fund Regular Plan N/A N/A -0.26%
— Sundaram Emerging Small Cap Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143504) Sundaram Mutual Fund Regular Plan N/A N/A -0.26%
— Sundaram Emerging Small Cap Series III Direct Plan - Growth (AMFI 143226) Sundaram Mutual Fund Direct Plan N/A N/A 0.00%
— Sundaram Emerging Small Cap Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143224) Sundaram Mutual Fund Direct Plan N/A N/A 0.00%
— Sundaram Emerging Small Cap Series III Regular Plan - Growth (AMFI 143225) Sundaram Mutual Fund Regular Plan N/A N/A 0.00%
— Sundaram Emerging Small Cap Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143223) Sundaram Mutual Fund Regular Plan N/A N/A 0.00%
— Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option (AMFI 145672) Axis Mutual Fund Direct Plan N/A N/A -1.22%
— Axis Capital Builder Fund - Series 4 (1582 Days) - Regular Plan - Growth Option (AMFI 145673) Axis Mutual Fund Regular Plan N/A N/A -1.27%
— Axis Capital Builder Fund Series 4 (1582 Days) - Direct Plan - IDCW (AMFI 145671) Axis Mutual Fund Direct Plan N/A N/A -1.21%
— Axis Capital Builder Fund Series 4 (1582 Days) - Regular Plan - IDCW (AMFI 145674) Axis Mutual Fund Regular Plan N/A N/A -1.27%
— Sundaram Emerging Small Cap Series II Direct Plan - Growth (AMFI 143010) Sundaram Mutual Fund Direct Plan N/A N/A N/A
— Sundaram Emerging Small Cap Series II Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143007) Sundaram Mutual Fund Direct Plan N/A N/A N/A
— Sundaram Emerging Small Cap Series II Regular Plan - Growth (AMFI 143009) Sundaram Mutual Fund Regular Plan N/A N/A N/A
— Sundaram Emerging Small Cap Series II Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 143008) Sundaram Mutual Fund Regular Plan N/A N/A N/A

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