Mutual Funds › MFIC › Multi Cap › Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Sundaram Mutual Fund · Multi Cap · Direct plan, growth option
NAV (₹), 2 Oct 2026
418.6147
1-day change
-1.38%
1Y return
-1.6%
3Y CAGR
11.2%
5Y CAGR
n/a
Max drawdown, 5Y
n/a
NAV history month-end NAV, ₹ · 3 Jan 2022 to 1 Oct 2026
Returns vs Multi Cap median (32 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -6.4% | -5.0% |
| 3 months | -2.4% | -1.7% |
| 6 months | 9.8% | 13.5% |
| Year to date | -4.2% | 1.1% |
| 1 year | -1.6% | 4.1% |
| 3 years (CAGR) | 11.2% | 13.3% |
| 5 years (CAGR) | n/a | 12.9% |
| 7 years (CAGR) | n/a | 17.8% |
| 10 years (CAGR) | n/a | 14.3% |
| Since first NAV (CAGR) | 10.4% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 10.9% | 11.2% |
| 3Y rolling median | 17.3% | 18.1% |
| 3Y rolling worst | 11.2% | 11.4% |
| 3Y periods positive | 100% | 100% |
| 3Y periods ahead of benchmark | 100% | 100% |
| 5Y rolling median | n/a | 16.5% |
| 5Y rolling worst | n/a | 0.3% |
| 5Y periods ahead of benchmark | n/a | 100% |
Benchmark: Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return).
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 16.2% | 16.3% |
| Sharpe ratio | 0.37 | 0.50 |
| Sortino ratio | 0.53 | 0.73 |
| Beta | 1.00 | 1.00 |
| Alpha (ann.) | 2.5% | 4.7% |
| Upside capture | 110.01 | 113.66 |
| Downside capture | 99.14 | 96.40 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −19.4% | −20.0% |
| Maximum drawdown, last 10Y | n/a | −38.0% |
| Maximum drawdown, last 5Y | n/a | −21.0% |
| Current drawdown | −7.6% | −6.3% |
| Recovery time of worst fall | 359 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Nifty 500 proxy | Difference |
|---|---|---|---|
| 2026 YTD | -4.2% | -7.8% | +3.6% |
| 2025 | 5.7% | 7.7% | −2.0% |
| 2024 | 20.8% | 15.6% | +5.2% |
| 2023 | 32.6% | 26.5% | +6.0% |
Benchmark proxy: Motilal Oswal Nifty 500 Index Fund (Direct plan NAV, price return), which carries its own costs. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 2 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,319 | -2.6% |
| 3 years | ₹3,60,000 | ₹3,83,201 | 4.1% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: Sundaram Mutual Fund
Category: Multi Cap
Plan / option: Direct · Growth
AMFI scheme code: 149669
ISIN: INF173K01FQ0
First NAV in MFIC data: 3 Jan 2022
History: 4.7 years
Expense ratio, AUM, portfolio: see the scheme's factsheet
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| PGIM India Multi Cap Fund | Multi Cap | 0.99 | n/a |
| Nippon India Flexi Cap Fund | Flexi Cap | 0.98 | 8.8% |
| Canara Robeco Multi Cap Fund | Multi Cap | 0.98 | 12.9% |
| Bandhan Business Cycle Fund | Sectoral/Thematic | 0.98 | n/a |
| HDFC Large & Mid Cap Fund | Large & Mid Cap | 0.98 | 11.2% |
| Aditya Birla Sun Life Large & Mid Cap Fund | Large & Mid Cap | 0.98 | 10.0% |
Questions about Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
- What is the latest NAV of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- The NAV of the Direct plan (growth option) was ₹418.6147 on 2 Oct 2026, as published by AMFI.
- Which category is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) in?
- It is classified as Multi Cap in AMFI's daily NAV file; a Multi Cap scheme invests at least 25% each in large-, mid- and small-cap stocks. MFIC compares it with 32 Multi Cap schemes (Direct plans).
- What returns has Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) delivered?
- Over one year the NAV changed by -1.6%. The 3-year CAGR is 11.2% (category median 13.3%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 17.3%, the lowest was 11.2%, and 100% of 3-year periods ended with a gain. It was ahead of Nifty 500 (index-fund proxy) in 100% of those periods.
- What was the largest fall in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)'s NAV?
- The largest peak-to-trough fall in its available history was 19.4%.
- How volatile is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- Its annualised standard deviation of monthly returns over the last 36 months is 16.2%, which is below the Multi Cap category median of 16.3%.
- What would a monthly SIP in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 3 years (36 instalments, ₹3,60,000 invested) would have been worth about ₹3,83,201 on 2 Oct 2026, an annualised return (XIRR) of 4.1%. This uses the Direct plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by -1.6% and the Regular plan's by -2.7%. The Regular plan includes the services of a distributor.
Reviewing your own mutual fund portfolio?
Integrato's team can walk you through how your current schemes have behaved, using the same data shown here. Integrato is an AMFI-registered Mutual Fund Distributor.
Follow Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) by email
Every Monday: this scheme's NAV, 1-month and 1-year return beside its category median, 3-year CAGR and how far it is below its peak. Add more schemes from their pages or from your MFIC watchlist. Free; unsubscribe from any email.
Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 2 Oct 2026. Category medians use Direct plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.