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MF_149669

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

Equity Scheme - Multi Cap Fund

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End Amount
₹15,668.93
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.76%
MF_149669 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
5.14%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.38
Risk-Adjusted Return
Sortino Ratio
0.57
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 24% 17%
60 days 64% 16% 12%
90 days 64% 14% 9%
180 days 62% 11% 5%
1Yr 71% 7% 3%
3Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Nifty 50
30 days -33.0% | -66.4% | 15.5% | 188.3% 26.6% | -59.7% | 8.7% | 163.5%
60 days -42.9% | -48.6% | 14.4% | 116.1% -23.0% | -41.6% | 7.8% | 94.7%
90 days -28.1% | -40.1% | 13.1% | 82.3% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -7.3% | -4.2% | 10.5% | 44.2% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 11.7% | 11.4% | 17.0% | 23.0% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 June 14, 2023 513 days 19% Nifty 50: 16% 10380 8361 10429
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 11806 11079 11828
Feb. 19, 2024 April 4, 2024 45 days 5% Nifty 50: 1% 13603 12905 13606
Sept. 24, 2024 Oct. 21, 2025 392 days 19% Nifty 50: 15% 16783 13672 16807
Oct. 29, 2025 Aug. 1, 2026 276 days 16% Nifty 50: 14% 16967 14287 16996
Aug. 26, 2026 Oct. 30, 2026 65 days 11% Nifty 50: 8% 17280 15341 15669