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.
2/5
Different categories detected. You're comparing funds from different categories (Equity Schemes - Multi Cap Fund, Equity Scheme - 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
Invesco India Multicap Fund - Direct Plan - Growth
3Y ago₹1.51 L
5Y ago₹1.84 L
multi capDirect
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
3Y ago₹1.20 L
5Y ago—
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.
| Metric | Invesco India Multicap Fund - D… | Sundaram Multi Cap Fund (Former… |
|---|---|---|
| Fund house | Invesco Mutual Fund | Sundaram Mutual Fund |
| Category | Equity Schemes - Multi Cap Fund | Equity Scheme - Multi Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹160.70 | ₹88.8462 |
| Assets managed (AUM) | — | — |
| 1M return | 2.01% | 0.79% |
| 6M return | 9.99% | 9.43% |
| 1Y return | 4.59% | -1.83% |
| 3Y CAGR | 14.69% | 6.15% |
| 5Y CAGR | 12.92% | — |
| Since inception CAGR | 17.43% | 5.33% |
| Bumpiness · 3Y (annualised σ) | 15.91 | 15.27 |
| Worst drop ever | -37.98% | -26.48% |
| Sharpe · 3Y (rf=6%) | 0.51 | 0.01 |