MF ExpertFund research
Sundaram Mutual FundEquity Scheme - Multi Cap FundRegularGrowth

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

Scheme code #149666 · Open Ended Schemes

₹65.068
Latest NAV
04-09-2026
0.07%
Day change
₹69.0172
52-week high
₹54.6563
52-week low
NAV history
Returns
1 month0.70%
3 months9.37%
6 months8.85%
1 year (absolute)-2.91%
3 years (absolute)15.74%
5 years (absolute)
1Y CAGR-2.91%
3Y CAGR4.99%
5Y CAGR
Since inception CAGR4.16%
Risk metrics
Volatility (1Y, annualized σ)16.21%
Volatility (3Y, annualized σ)15.28%
Max drawdown (1Y)-20.81%
Max drawdown (3Y)-27.70%
Max drawdown (all time)-27.70%
Sharpe ratio (1Y, rf=6%)-0.56
Sharpe ratio (3Y, rf=6%)-0.07
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Multi Cap Fund
PlanRegular
OptionGrowth
ISIN (Growth)INF173K01957
ISIN (Div reinvest)INF173K01965
AMC codeS
Scheme code149666
Earliest NAV date03-01-2022
Total NAV observations1,152
History last refreshed2026-09-06 10:58:26 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.