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 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
Kotak Multi Cap Fund - Direct Plan - Growth
3Y ago₹1.62 L
5Y ago—
multi capDirect
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH
3Y ago₹1.49 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.

MetricKotak Multi Cap Fund - Direct P…Sundaram Multi Cap Fund (Former…
Fund houseKotak Mahindra Mutual FundSundaram Mutual Fund
CategoryEquity Schemes - Multi Cap FundEquity Scheme - Multi Cap Fund
PlanDirectDirect
Latest NAV₹21.629₹447.8414
Assets managed (AUM)——
1M return-0.53%0.79%
6M return6.80%9.43%
1Y return8.35%5.48%
3Y CAGR17.46%14.18%
5Y CAGR——
Since inception CAGR16.98%12.16%
Bumpiness · 3Y (annualised σ)16.0914.20
Worst drop ever-21.00%-19.45%
Sharpe · 3Y (rf=6%)0.650.53