TradePilotMutual funds · Multi Cap
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Sundaram Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149667
- Category
- Equity Scheme - Multi Cap Fund
- ISIN
- INF173K01940
- Plan / option
- Regular / Growth
- Fund age
- 4.9 years
- Rank in category
- 20 of 24 by 3-year CAGR
- Expense ratio (TER)
- 2.26% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +4.1%
3 months▼ -2.9%
6 months▲ +4.0%
1 year▼ -1.0%
3-year CAGR▲ +11.4%
5-year CAGR–
10-year CAGR–
Volatility (3y)14.5%
Sharpe (3y)0.43
Sortino (3y)0.58
Beta vs NIFTY 500.98
Max fall (3y)-18.9%
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 |
| Regular · IDCW | 58.7901 |
| Direct · Growth | 435.4510 |
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.