Sharpe ratio
0.39Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+1.43%1Y Absolute Return
-0.26%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth OptionFund 3Y annualised return · 5Y history unavailable | ₹10,14,009 | ₹7,32,612 | ₹2,81,397 | +13.14% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.11
₹1 Lakh since launch₹1.11 Lakh
Fund age4.9 yrs
Fund information
Scheme code149669
ISININF173K01FQ0
BenchmarkNifty 500 Multicap 50:25:25 TRI
CategoryEquity Scheme - Multi Cap Fund
Expense ratio1.35%
Exit loadFor units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Minimum SIP₹100 SIP
Return comparison
84th / 124 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +89.15% | — | — |
| 3M | -4.05% | — | — |
| 6M | +17.20% | — | — |
| 1Y | +1.43% | — | +4.53% |
| 3Y | +13.14% | — | +12.88% |
| Since Launch | +11.42% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.54Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
15.72%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.59How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity97.67%
Cash2.33%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 84 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.6735% |
| ICICI Bank Ltd | Financial | Equity | 3.69% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.2694% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.8853% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.8054% |
| Repo | Unspecified | Repo | 2.3306% |
| Bharti Airtel Ltd | Technology | Equity | 2.0903% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.0331% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.8491% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.8336% |
Fund management
SH
Shalav Saket
Since 2025 · Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
MBA, B-Tech, CFA
RO
Rohit Seksaria
Since 2026 · Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - multi cap fund. Ahead of its category average over 3Y by 0.3 points. Ranks 84 of 124 in its category over 1 year.
Strengths
- Ahead of its category average over 3Y by 0.3 points.
- Losses and swings stayed contained — worst fall -19.4%, volatility 15.7%.
- Well spread out — top 10 holdings are only 27% of the portfolio.
Weaknesses
- Ranks 84 of 124 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.7% volatility.
Risk drivers
- None