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 · Regular plan, growth option
NAV (₹), 1 Oct 2026
371.2852
1-day change
-1.38%
1Y return
-2.7%
3Y CAGR
10.0%
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 (34 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -6.4% | -5.0% |
| 3 months | -2.7% | -2.0% |
| 6 months | 9.2% | 12.8% |
| Year to date | -4.9% | 0.2% |
| 1 year | -2.7% | 3.3% |
| 3 years (CAGR) | 10.0% | 12.1% |
| 5 years (CAGR) | n/a | 11.2% |
| 7 years (CAGR) | n/a | 16.7% |
| 10 years (CAGR) | n/a | 13.2% |
| Since first NAV (CAGR) | 9.2% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 9.7% | 9.6% |
| 3Y rolling median | 16.1% | 16.6% |
| 3Y rolling worst | 10.0% | 10.0% |
| 3Y periods positive | 100% | 100% |
| 3Y periods ahead of benchmark | 94% | 100% |
| 5Y rolling median | n/a | 16.2% |
| 5Y rolling worst | n/a | -1.4% |
| 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.) | 16.1% | 16.3% |
| Sharpe ratio | 0.29 | 0.41 |
| Sortino ratio | 0.42 | 0.59 |
| Beta | 1.00 | 1.00 |
| Alpha (ann.) | 1.3% | 3.3% |
| Upside capture | 106.50 | 109.62 |
| Downside capture | 100.78 | 98.29 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −19.9% | −20.3% |
| Maximum drawdown, last 10Y | n/a | −39.0% |
| Maximum drawdown, last 5Y | n/a | −21.6% |
| Current drawdown | −7.7% | −6.4% |
| Recovery time of worst fall | 366 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Market context from Integrato Market Intelligence
This scheme invests mainly in the market below, which is also close to how many of them are benchmarked. Where that market stands today:
21,857.75 −0.97%
NSE close, 1 Oct 2026
- P/E 21.6: higher than 1% of days since 2023 (median 24.2)
- 1Y −3.9% · 3Y +8.9% p.a. · 5Y +8.6% p.a. (index fund NAV, after costs)
- −9.3% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
Direct or Regular for this scheme?
The Regular plan's expense ratio is 2.31% a year and the Direct plan's 1.27%, a gap of 1.04%; over the last 3 years the Direct plan returned 1.19 percentage points a year more. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹22,94,748.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Recent disclosure changes last 120 days, as disclosed via AMFI
- 24 Sep 2026: TER increased from 2.30% to 2.31% (AMFI TER disclosure)
- 17 Sep 2026: TER reduced from 2.31% to 2.30% (AMFI TER disclosure)
- 15 Sep 2026: TER increased from 2.30% to 2.31% (AMFI TER disclosure)
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Rohit Seksaria | 31 Dec 2021 | |
| Shalav Saket | 31 Dec 2021 |
Objective: The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation
Stated asset allocation: Equity & Equity related securities of Large Cap Companies: 25-50%; Equity & Equity related securities of Mid Cap companies: 25-50%; Equity & Equity related securities of Small Cap companies: 25-50%; Fixed Income and Money Market Instruments / Cash & Cash equivalents : 0-25%
Benchmark (tier 1): Nifty 500 Multi Cap 50:25:25 TRI
Exit load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in Fi…
Minimum application: Rs.100/-
Allotment date: 1 Oct 2000
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 2.31% | 2.23% |
| AUM, whole scheme (₹ crore) | 2,901 | 3,856 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | -0.5% | 0.4% TRI |
| Return, 3 years (AMFI) | 10.5% | 10.9% TRI |
| Return, 5 years (AMFI) | 9.9% | 11.0% TRI |
| Month-ends above category median (3Y CAGR) | 0% | 38% median |
| Month-ends in category top quartile (3Y) | 0% | 18% median |
Official benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Multi Cap Regular plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Nifty 500 proxy | Difference |
|---|---|---|---|
| 2026 YTD | -4.9% | -7.8% | +2.9% |
| 2025 | 4.6% | 7.7% | −3.1% |
| 2024 | 19.5% | 15.6% | +3.8% |
| 2023 | 31.1% | 26.5% | +4.5% |
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 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,649 | -3.6% |
| 3 years | ₹3,60,000 | ₹3,76,719 | 3.0% |
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: Regular · Growth
AMFI scheme code: 149667
ISIN: INF173K01940
First NAV in MFIC data: 3 Jan 2022
History: 4.7 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
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 | 7.4% |
| Canara Robeco Multi Cap Fund | Multi Cap | 0.98 | 11.3% |
| Bandhan Business Cycle Fund | Sectoral/Thematic | 0.98 | n/a |
| HDFC Large & Mid Cap Fund | Large & Mid Cap | 0.98 | 10.4% |
| Aditya Birla Sun Life Large & Mid Cap Fund | Large & Mid Cap | 0.98 | 9.2% |
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 Regular plan (growth option) was ₹371.2852 on 1 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 34 Multi Cap schemes (Regular plans).
- What returns has Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) delivered?
- Over one year the NAV changed by -2.7%. The 3-year CAGR is 10.0% (category median 12.1%). 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 16.1%, the lowest was 10.0%, and 100% of 3-year periods ended with a gain. It was ahead of Nifty 500 (index-fund proxy) in 94% 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 19.9%.
- 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 16.1%, 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 ₹3,76,719 on 1 Oct 2026, an annualised return (XIRR) of 3.0%. This uses the Regular plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- The total expense ratio of the Regular plan is 2.31% a year, as disclosed to AMFI (median of Multi Cap Regular plans: 2.23%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- Assets under management of the whole scheme were ₹2,901 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) and how has it compared?
- Its official benchmark is the NIFTY 500 Multicap 50:25:25 Total Return Index. Over 3 years AMFI reports a return of 10.5% for this plan against 10.9% for the benchmark total return index; over 5 years 9.9% against 11.0%. Past performance does not indicate future results.
- How often has Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) beaten its category?
- At 0% of the 21 month-ends compared over the last 10 years, its 3-year return was above the median of Multi Cap schemes (Regular plans); it was in the top quarter at 0% of them. A typical scheme would show about 50%.
- Who manages Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- According to its Scheme Summary Document, Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) is managed by Rohit Seksaria (since 31 Dec 2021), Shalav Saket (since 31 Dec 2021).
- What is the exit load of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- As stated in its scheme documents: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in Fi… Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)?
- The minimum application amount is Rs.100/-. SIP details: "SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750. STP: Daily, Weekly : Rs. 1000, Monthly: Rs. 100, Quarterly: Rs. 750 SWP: Monthly and Quarterly: Rs.100/-".
- 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 1 Oct 2026. Category medians use Regular 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.