EquityMulti Cap FundDirect · Growth
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Sundaram · Scheme 149669
₹446.42▼ 0.37%NAV · 2026-09-18
Decent FundScore
AUM
₹2,981 cr
Expense ratio
1.30%
3Y CAGR
15.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Fund manager: P V K MohanExit load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Decent · 57/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 15.4% CAGR over 3 years.
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓3Y CAGR: +15.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.2%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.45) — took on risk without enough payoff.
- •3Y CAGR vs category: -1.1% vs category avg
- •1Y return: +5.3%
FundScore breakdown
57/100 · Decent
Returns
Weak
Consistency
Decent
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Decent
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.