Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH
code 149669 Multi Cap Fund direct plan · growth NAVs 2022-01-03 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2022-01-03, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.15% | -5.82% | -5.78% | -0.03% | 2026-10-09 → 2026-11-09 |
| 3M | -2.56% | -0.26% | -2.81% | 2.55% | 2026-08-07 → 2026-11-09 |
| 6M | 3.12% | 10.83% | 9.00% | 1.83% | 2026-05-08 → 2026-11-09 |
| 1Y | 0.04% | 0.93% | 0.55% | 0.38% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.78% | 11.79% | 10.97% | 0.82% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 11.03% | 10.73% | 11.03% | -0.29% | 2022-01-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 32.56% | 20.81% | 5.71% |
| benchmark | 33.74% | 19.34% | 5.29% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 917 | 16.11% | 10.99% | -6.14% | 46.72% | 91% | 39% |
| 3 years | 427 | 17.23% | 17.35% | 11.79% | 23.69% | 100% | 25% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 11.70% |
| volatility | 16.29% |
| max drawdown | -18.54% |
| downside deviation | 11.24% |
| Sharpe ratio | 0.40 |
| Sortino ratio | 0.58 |
| Calmar ratio | 0.63 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: Multi Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y - · 10y -) · as of 2026-10 · 57 months of history
| percentile rank (1 = best) | 3 years of 23 funds |
|---|---|
| return | 87th |
| volatility | 41st |
| Sharpe | 87th |
| Sortino | 87th |
| worst fall | 32nd |
| risk-adjusted return (MRAR) | 87th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.