TradePilot
Sign in
About
Markets & Research
Trading
Calculators
News & Learning
Investing & Mutual Funds
Contact Us
Other Products
Legal

Mutual funds · Multi Cap

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

Sundaram Mutual Fund · Direct plan · Growth option

₹435.4510NAV on 2026-11-09 (AMFI)Compare

NAV history

207.48271.77336.06400.35464.64 Jan 22Aug 23Mar 25Nov 26
NAV history: mfapi.in (AMFI data).

Scheme facts

Scheme code
149669
Category
Equity Scheme - Multi Cap Fund
ISIN
INF173K01FQ0
Plan / option
Direct / Growth
Fund age
4.9 years
Rank in category
20 of 23 by 3-year CAGR
Expense ratio (TER)
1.20% a year declared 2026-11-10, AMFI
AUM
Not in free feeds

Returns and risk

1 month▲ +4.2%
3 months▼ -2.6%
6 months▲ +4.5%
1 year▲ +0.0%
3-year CAGR▲ +12.6%
5-year CAGR–
10-year CAGR–
Volatility (3y)14.5%
Sharpe (3y)0.50
Sortino (3y)0.68
Beta vs NIFTY 500.98
Max fall (3y)-18.5%
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

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.