MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

Different categories detected. You're comparing funds from different categories (Equity Scheme - Multi Cap Fund, Equity Schemes - Multi Cap Fund). They have different risk-return characteristics, so a direct comparison of returns can be misleading. Use with care.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

multi capDirect
Sundaram Multi Asset Fund Direct Growth
3Y ago₹1.33 L
5Y ago₹1.51 L
multi capDirect
Invesco India Multicap Fund - Direct Plan - Growth
3Y ago₹1.51 L
5Y ago₹1.84 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricSundaram Multi Asset Fund Direc…Invesco India Multicap Fund - D…
Fund houseSundaram Mutual FundInvesco Mutual Fund
CategoryEquity Scheme - Multi Cap FundEquity Schemes - Multi Cap Fund
PlanDirectDirect
Latest NAV₹17.115₹160.70
Assets managed (AUM)——
1M return0.96%2.01%
6M return3.84%9.99%
1Y return5.86%4.59%
3Y CAGR9.88%14.69%
5Y CAGR8.58%12.92%
Since inception CAGR7.19%17.43%
Bumpiness · 3Y (annualised σ)8.0415.91
Worst drop ever-13.86%-37.98%
Sharpe · 3Y (rf=6%)0.450.51