EquityMulti Cap FundDirect · Growth
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram · Scheme 149668
₹88.56▼ 0.37%NAV · 2026-09-18
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
7.3%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Below average · 44/100
Lags peers on our factors — weigh the risks carefully.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.8%
- ✓Volatility: 15% annualised
📉 What could drag it down
- •Down 2.0% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe -0.00) — took on risk without enough payoff.
- •3Y CAGR: +7.3%
- •3Y CAGR vs category: -9.2% vs category avg
FundScore breakdown
44/100 · Weak
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.