Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Sundaram Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
2,658 cr
Active return /yr (full)
—
Score
42
Rank (Score, pool)
#33 of 36
Percentile (full, pool)
—
IR vs benchmark
—
CAGR (absolute)
12.7%
Max drawdown
-18.0%
Months of data
55
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22*
—
-0.6%
—
50
—
—
-2.0%
2
FY23
—
-5.0%
—
50
—
—
-2.6%
12
FY24
—
-4.6%
—
50
—
—
41.2%
12
FY25
—
2.3%
—
50
—
—
10.8%
12
FY26
-0.7%
-2.7%
-0.19
17
3.4%
-2.5%
-3.2%
12
FY27*
2.2%
-2.0%
0.75
28
5.8%
17.6%
19.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+1.1
-1.9
+0.1
+1.4
+1.2
+0.8
+0.4
+0.9
+4.1
2025
-0.0
+0.3
+0.3
-0.9
-0.6
-0.9
+2.5
+1.0
-0.2
+0.1
-0.3
-0.4
+0.8
2026
-0.4
+0.5
-1.0
-1.8
-0.7
+2.0
+0.4
+1.9
+0.8
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
-5.0
+3.2
-1.3
-5.3
-3.9
+9.4
+5.0
-2.0
+2.2
+1.4
-3.1
-0.4
2023
-2.3
-1.2
-0.7
+3.7
+4.0
+4.8
+4.5
+1.7
+2.4
-3.1
+8.1
+7.4
+32.6
2024
+2.8
-0.3
-0.5
+5.2
+2.9
+6.4
+4.3
+1.3
+3.1
-5.8
+0.2
+0.1
+20.8
2025
-5.1
-8.6
+7.9
+2.1
+4.4
+3.3
-0.5
-1.2
+1.0
+4.4
-0.2
-0.7
+5.7
2026
-4.1
+1.1
-11.6
+10.2
-0.1
+3.7
+2.3
+2.7
+2.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard