← Sundaram Mutual Fund
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Multi Cap Fund)Very High Risk★★★★★ISIN INF173K01FQ0
NAV · 06-Jul-2026
₹434.0470
1M
+5.97%
6M
-2.25%
1Y (CAGR)
+1.19%
3Y (CAGR)
+15.44%
5Y (CAGR)
—
Since inception (CAGR)
+11.73%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
14.03%
Downside dev (3y)
11.36%
Max drawdown (3y)
-18.5%
Sharpe (3y)
0.64
SIP XIRR (3y)
+8.10%
Calendar-year returns
2023 +32.6%2024 +20.8%2025 +5.7%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹28,067 Cr
Expense ratio0.93% · 2026-05-31
TER · AMFI officialDirect 1.41% · Regular 2.44% (2026-06-30)
Launch date03-Oct-2000
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility16.62
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 ↗