Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund Equity Multi Cap Fund
Expense Ratio
0.94%
AUM
₹5.54 Cr
Plan Type
Direct
Market Cap
Multi
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-52.74%
Poor
6 Months
-17.53%
Poor
1 Year
-6.97%
Poor
3 Years
+7.55%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹5.54 Cr
Recent Trend
Growing
Stability Score
8.1
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-0.57%
3Y
3Y CAGR
+34.91%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.60%
Annualized standard deviation
Sharpe Ratio
-0.141
Very Poor - Risk-adjusted return
Max Drawdown
-21.30%
High - Worst decline
Consistency
51.5%
Performance consistency
Volatility Breakdown
Daily Volatility
0.92%
Average daily price movement
Annualized Volatility
14.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance