ReviewDirect · Growth
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
- NAV
- 85.9606
- 15 Sept 2026
- 1Y
- -6.3%
- Trailing CAGR
- AUM
- ₹2,980.72 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.3%
- 3Y+4.3%
- 5Yn/a
- 10Yn/a
- SI+4.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.5%
- 3Y+0.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +4.6%
- Calendar-day CAGR
- Excess 1Y
- -14.4%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +4.3%
- 420 daily-ending windows
- Median rolling 3Y
- +8.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +0.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 25 recovered episodes
- Longest recovery
- 428 days
- Trough to prior peak
- Current spell
- 721 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
24 Sept 2024 – open
Trough 31 Mar 2026 · not recovered
-26.5%
17 Jan 2022 – 22 Aug 2023
Trough 20 Jun 2022 · recovered in 428 days
-19.5%
11 Sept 2023 – 1 Dec 2023
Trough 26 Oct 2023 · recovered in 36 days
-9.4%
3 Jun 2024 – 11 Jun 2024
Trough 4 Jun 2024 · recovered in 7 days
-6.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
0
Risk-adjusted
26
Drawdown
34
Mean
12
Portfolio
31 Aug 2026 · 86 holdings · top 10 are 25.1%.
- Top 5
- 14.0%
- Top 10
- 25.1%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
98.4%
Cash
1.6%
Sectors
Financial
25.9%
Industrials
25.0%
Consumer Discretionary
14.5%
Technology
11.1%
Healthcare
8.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Multi-Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.8%
- 3Y
- +13.4%
- Vol
- 13.9%
- Max DD
- -20.0%
- Sharpe
- 0.78
- 3Y win
- +6%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bajaj Finserv Multi Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +8.9%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -14.2%
- Sharpe
- 0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN MULTI CAP FUND
Bandhan Mutual Fund
- 1Y
- +0.2%
- 3Y
- +11.6%
- Vol
- 13.3%
- Max DD
- -18.3%
- Sharpe
- 0.63
- 3Y win
- +47%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Multi Cap Fund
HDFC Mutual Fund
- 1Y
- -3.8%
- 3Y
- +10.6%
- Vol
- 14.6%
- Max DD
- -20.2%
- Sharpe
- 0.67
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Multi Cap Fund
LIC Mutual Fund
- 1Y
- +10.4%
- 3Y
- +17.5%
- Vol
- 14.2%
- Max DD
- -19.3%
- Sharpe
- 0.96
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns