MF ExpertFund research
Sundaram Mutual FundEquity Scheme - Multi Cap FundDirectGrowth

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTH

Scheme code #149669 · Open Ended Schemes

₹447.8414
Latest NAV
04-09-2026
0.07%
Day change
₹452.9524
52-week high
₹374.4991
52-week low
NAV history
Returns
1 month0.79%
3 months9.66%
6 months9.43%
1 year (absolute)5.48%
3 years (absolute)48.86%
5 years (absolute)
1Y CAGR5.48%
3Y CAGR14.18%
5Y CAGR
Since inception CAGR12.16%
Risk metrics
Volatility (1Y, annualized σ)14.60%
Volatility (3Y, annualized σ)14.20%
Max drawdown (1Y)-15.79%
Max drawdown (3Y)-18.54%
Max drawdown (all time)-19.45%
Sharpe ratio (1Y, rf=6%)-0.04
Sharpe ratio (3Y, rf=6%)0.53
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Multi Cap Fund
PlanDirect
OptionGrowth
ISIN (Growth)INF173K01FQ0
ISIN (Div reinvest)
AMC codeS
Scheme code149669
Earliest NAV date03-01-2022
Total NAV observations1,152
History last refreshed2026-09-06 10:58:27 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.