EquityMulti Cap FundDirect · Growth
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Sundaram · Scheme 149669
₹444.35▼ 0.26%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
15.1%
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 | +5.27% |
| 3 Years (CAGR) | +15.13% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +12.21% |
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 →
Returns39
Consistency66
Risk-adjusted46
Downside protection74
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +15.1%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.2%
- ✓ Alpha vs benchmark: +6.1%
- ✓ Volatility: 14% annualised
What to watch
- • 3Y CAGR vs category: -1.2% vs category avg
- • 1Y return: +5.3%
- • Beat category: beat category in 36% of windows
- • Sharpe ratio: 0.44
Risk metrics
Sharpe ratio
0.44
Sortino ratio
0.56
Volatility
14.17%
Max drawdown
-19.45%
Downside capture
86.40%
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.