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Sundaram Mutual Fund

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Open Ended Schemes(Equity Scheme - Multi Cap Fund)Very High Risk★★★★ISIN INF173K01940
NAV · 06-Jul-2026
385.9286
1M
+5.88%
6M
-2.77%
1Y (CAGR)
+0.12%
3Y (CAGR)
+14.20%
5Y (CAGR)
Since inception (CAGR)
+10.50%

NAV history

28832836704-07-202303-07-2026383.79
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
14.03%
Downside dev (3y)
11.36%
Max drawdown (3y)
-18.9%
Sharpe (3y)
0.55
SIP XIRR (3y)
+6.94%
Calendar-year returns
2023 +31.1%2024 +19.5%2025 +4.6%

Fund facts

AUM₹28,067 Cr
TER · AMFI officialDirect 1.41% · Regular 2.44% (2026-06-30)
Launch date03-Oct-2000
Plan typeOpen Ended · Equity
Min lumpsumRs 100 and any amount thereafter
Lock-inNone
Volatility17.97
AMCSundaram Asset Management Company Ltd

Objective · The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

scheme documents ↗