Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Multi Cap Fund)Very High Risk★★★★★ISIN INF173K01FN7

NAV · 06-Jul-2026

₹86.1096

+5.97%

-2.25%

1Y (CAGR)

-5.82%

3Y (CAGR)

+7.31%

5Y (CAGR)

—

Since inception (CAGR)

+4.68%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.11%

Downside dev (3y)

13.43%

Max drawdown (3y)

-26.5%

Sharpe (3y)

0.05

SIP XIRR (3y)

+0.69%

Calendar-year returns

2023 +23.3%2024 +12.6%2025 -5.5%

Fund facts

Fund managerRohit Seksaria · Shalav Saket

AUM₹28,067 Cr

Expense ratio0.93% · 2026-05-31

Launch date03-Oct-2000

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

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 ↗