All comparisons
Head-to-head
Principal Multi Cap Growth Fund - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal OptionvsSundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH
Side-by-side comparison of Principal Multi Cap Growth Fund - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option and Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
multi cap
Principal Multi Cap Growth Fund - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option
3Y ago₹1.58 L
5Y ago₹1.73 L
multi cap
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
Both funds start 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 | Principal Multi Cap Growth Fund… | Sundaram Multi Cap Fund (Former… |
|---|---|---|
| Fund house | Principal Mutual Fund | Sundaram Mutual Fund |
| Category | Equity Scheme - Multi Cap Fund | Equity Scheme - Multi Cap Fund |
| Latest NAV | ₹68.10 | ₹447.8414 |
| Assets managed (AUM) | — | — |
| 1Y return | 35.68% | 5.48% |
| 3Y CAGR | 16.45% | 14.18% |
| 5Y CAGR | 11.54% | — |
| Since inception CAGR | 11.03% | 12.16% |
| Bumpiness · 3Y (annualised σ) | 21.54 | 14.20 |
| Worst drop ever | -40.63% | -19.45% |
| Sharpe · 3Y (rf=6%) | 0.44 | 0.53 |
Explore each fund individually
Principal Multi Cap Growth Fund - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option →Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH →
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