Sundaram Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹355.47(R) -0.36% ₹393.68(D) -0.36%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 13.66% 11.82% -% -% -%
LumpSum (D) 14.92% 13.1% -% -% -%
SIP (R) 2.72% 18.13% -% -% -%
SIP (D) 3.89% 19.47% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Multi Cap Fund
Fund Name Rank Rating
Nippon India Multi Cap Fund 1
Axis Multicap Fund 2
Kotak Multicap Fund 3

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option 65.14
-0.2400
-0.3600%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option 87.39
-0.3200
-0.3600%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 355.47
-1.3000
-0.3600%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option 393.68
-1.4300
-0.3600%

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated five return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: One return parameter of the Sundaram Multi Cap Fund is in the top 25% in the category, as listed below:
      • 1M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Sundaram Multi Cap Fund has four return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 3Y Return %
      • 6M Return %
      • 3M Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Sundaram Multi Cap Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Sundaram Multi Cap Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Sundaram Multi Cap Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Sundaram Multi Cap Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.03
-6.93
-10.61 | -4.46 4 | 26 Very Good
3M Return % -7.39
-6.67
-9.31 | 1.74 16 | 26 Average
6M Return % -4.73
-3.23
-12.92 | 16.78 16 | 25 Average
1Y Return % 13.66
17.09
7.46 | 25.20 18 | 23 Average
3Y Return % 11.82
16.27
11.82 | 21.64 13 | 13 Poor
1Y SIP Return % 2.72
4.63
-8.80 | 13.37 15 | 23 Average
3Y SIP Return % 18.13
21.92
15.50 | 26.90 12 | 13 Average
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.95 -6.83 -10.50 | -4.39 5 | 26
3M Return % -7.13 -6.37 -8.96 | 2.11 17 | 26
6M Return % -4.21 -2.60 -12.43 | 17.62 17 | 25
1Y Return % 14.92 18.60 9.19 | 27.05 19 | 23
3Y Return % 13.10 17.79 13.10 | 23.23 13 | 13
1Y SIP Return % 3.89 6.01 -7.74 | 15.28 16 | 23
3Y SIP Return % 19.47 23.47 16.86 | 28.63 12 | 13
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.36 ₹ 9,964.00 -0.36 ₹ 9,964.00
1W -1.61 ₹ 9,839.00 -1.59 ₹ 9,841.00
1M -6.03 ₹ 9,397.00 -5.95 ₹ 9,405.00
3M -7.39 ₹ 9,261.00 -7.13 ₹ 9,287.00
6M -4.73 ₹ 9,527.00 -4.21 ₹ 9,579.00
1Y 13.66 ₹ 11,366.00 14.92 ₹ 11,492.00
3Y 11.82 ₹ 13,983.00 13.10 ₹ 14,469.00
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 2.72 ₹ 12,176.39 3.89 ₹ 12,251.92
3Y ₹ 36000 18.13 ₹ 47,051.78 19.47 ₹ 47,949.44
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Multi Cap Fund NAV Regular Growth Sundaram Multi Cap Fund NAV Direct Growth
17-01-2025 355.4724 393.6827
16-01-2025 356.7738 395.1122
15-01-2025 354.5484 392.6359
14-01-2025 353.3696 391.3189
13-01-2025 350.6589 388.3055
10-01-2025 361.2938 400.0463
09-01-2025 366.5716 405.878
08-01-2025 369.4659 409.0705
07-01-2025 372.8599 412.8161
06-01-2025 371.4913 411.2885
03-01-2025 378.1943 418.6721
02-01-2025 379.3427 419.9308
01-01-2025 374.5596 414.6236
31-12-2024 373.2902 413.206
30-12-2024 372.1091 411.8863
27-12-2024 373.2367 413.0974
26-12-2024 371.9683 411.6813
24-12-2024 370.7774 410.3388
23-12-2024 370.2707 409.7658
20-12-2024 367.9684 407.1815
19-12-2024 374.3268 414.2051
18-12-2024 377.1154 417.2783
17-12-2024 378.2954 418.5714

Fund Launch Date: 25/Oct/2000
Fund Category: Multi Cap Fund
Investment Objective: The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Fund Description: An open-ended equity scheme investing across large cap, mid cap and small cap stocks
Fund Benchmark: Nifty 500 Multicap 50:25:25 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.