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
₹88.15▼ 0.26%NAV · 2026-08-05
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
7.0%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 Multicap 50:25:25 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.95% |
| 3 Months | +7.41% |
| 6 Months | +4.10% |
| 1 Year | -2.02% |
| 3 Years (CAGR) | +7.04% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +5.26% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns8
Consistency66
Risk-adjusted18
Downside protection60
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.8%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -26%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +7.0%
- • 3Y CAGR vs category: -9.2% vs category avg
- • Beat category: beat category in 0% of windows
- • Sharpe ratio: -0.01
Risk metrics
Sharpe ratio
0.01
Sortino ratio
0.01
Volatility
15.08%
Max drawdown
-26.48%
Downside capture
90.80%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.