TradePilotMutual funds · Multi Cap
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Sundaram Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149666
- Category
- Equity Scheme - Multi Cap Fund
- ISIN
- INF173K01957
- Plan / option
- Regular / IDCW
- Fund age
- 4.9 years
- Expense ratio (TER)
- 2.26% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -3.1%
3 months▼ -9.6%
6 months▼ -3.2%
1 year▼ -7.8%
3-year CAGR▲ +2.3%
5-year CAGR–
10-year CAGR–
Volatility (3y)15.7%
Sharpe (3y)-0.15
Sortino (3y)-0.19
Beta vs NIFTY 500.83
Max fall (3y)-27.7%
Computed from NAV (1195 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 80.4266 |
| Direct · Growth | 435.4510 |
| Regular · Growth | 385.7869 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.