Sundaram Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank -
Rating
Growth Option 21-02-2025
NAV ₹336.29(R) -0.41% ₹372.81(D) -0.41%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.26% 13.14% -% -% -%
Direct 5.41% 14.43% -% -% -%
Nifty 500 Multicap 50:25:25 TRI 3.21% 15.69% 19.61% 14.09% 13.61%
SIP (XIRR) Regular -9.16% 13.79% -% -% -%
Direct -8.13% 15.1% -% -% -%
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
Axis Multicap Fund 1
Icici Prudential Multicap Fund 2
Kotak Multicap Fund 3

NAV Date: 21-02-2025

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 61.63
-0.2600
-0.4100%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option 82.76
-0.3400
-0.4100%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 336.29
-1.3900
-0.4100%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option 372.81
-1.5400
-0.4100%

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed five return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: Two return parameters of the Sundaram Multi Cap Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
    2. Above Average Below the Top 25%: One return parameter of the Sundaram Multi Cap Fund is above average but below the top 25% in the category, as listed below:
      • 6M Return %
    3. Below Average: Sundaram Multi Cap Fund has two return parameters that are below average in the category, which are listed below:
      • 3Y Return %
      • 1Y Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. 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: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Sundaram Multi Cap Fund, we have evaluated zero risk-adjusted performance parameters.
    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 Nifty 500 Multicap 50:25:25 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.55 -4.99
-5.74
-7.82 | -3.19 4 | 26 Very Good
3M Return % -6.55 -6.50
-7.68
-10.53 | -3.43 5 | 26 Very Good
6M Return % -10.97 -12.54
-11.96
-20.96 | 3.20 8 | 26 Good
1Y Return % 4.26 3.21
4.85
-7.56 | 12.06 14 | 24 Average
3Y Return % 13.14 15.69
16.71
12.80 | 21.56 11 | 13 Average
1Y SIP Return % -9.16
-10.78
-23.92 | -2.27 9 | 24 Good
3Y SIP Return % 13.79
16.08
8.68 | 20.56 11 | 13 Average
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 Multicap 50:25:25 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.47 -4.99 -5.64 -7.70 | -3.12 4 | 26
3M Return % -6.30 -6.50 -7.38 -10.21 | -3.09 6 | 26
6M Return % -10.48 -12.54 -11.39 -20.51 | 3.95 8 | 26
1Y Return % 5.41 3.21 6.19 -6.53 | 13.06 14 | 24
3Y Return % 14.43 15.69 18.23 14.17 | 23.20 12 | 13
1Y SIP Return % -8.13 -9.58 -23.02 | -1.44 9 | 24
3Y SIP Return % 15.10 17.58 10.00 | 22.14 11 | 13
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.41 ₹ 9,959.00 -0.41 ₹ 9,959.00
1W 0.52 ₹ 10,052.00 0.54 ₹ 10,054.00
1M -4.55 ₹ 9,545.00 -4.47 ₹ 9,553.00
3M -6.55 ₹ 9,345.00 -6.30 ₹ 9,370.00
6M -10.97 ₹ 8,903.00 -10.48 ₹ 8,952.00
1Y 4.26 ₹ 10,426.00 5.41 ₹ 10,541.00
3Y 13.14 ₹ 14,482.00 14.43 ₹ 14,983.00
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 -9.16 ₹ 11,392.78 -8.13 ₹ 11,462.16
3Y ₹ 36000 13.79 ₹ 44,235.47 15.10 ₹ 45,079.31
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Multi Cap Fund NAV Regular Growth Sundaram Multi Cap Fund NAV Direct Growth
21-02-2025 336.2922 372.809
20-02-2025 337.6863 374.3443
19-02-2025 334.9763 371.33
18-02-2025 332.0556 368.0823
17-02-2025 334.0973 370.3354
14-02-2025 334.5599 370.8178
13-02-2025 339.5014 376.2846
12-02-2025 339.8335 376.6425
11-02-2025 341.6356 378.6294
10-02-2025 349.3978 387.2216
07-02-2025 353.6003 391.847
06-02-2025 355.2177 393.6285
05-02-2025 356.6265 395.1789
04-02-2025 354.3974 392.6981
03-02-2025 348.5262 386.1819
31-01-2025 353.9413 392.15
30-01-2025 349.3439 387.0457
29-01-2025 349.3408 387.0308
28-01-2025 343.0567 380.0573
27-01-2025 343.581 380.6268
24-01-2025 350.8168 388.6079
23-01-2025 355.2576 393.5154
22-01-2025 351.6865 389.5481
21-01-2025 352.3199 390.238

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.