Sundaram Mutual FundMulti CapDirect plan, growth

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

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NAV: ₹443.71; —11 Sept 2026
AUM (₹ Cr): 2,804; Average, April - June 2026
Expense ratio: 1.25%; Regular 2.30%
Risk: —; SEBI riskometer

1Y return: 3.3%-4.0%; Category 7.3%
3Y CAGR: 12.8%-1.5%; Category 14.3%
5Y CAGR: —; Category 14.3%

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

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-0.8%	+7.5%	+14.0%	+1.6%	+3.3%	+12.8%	—	—	+11.9%
Benchmark	—	—	—	—	—	—	—	—	—
Multi Cap average	-1.0%	6.3%	17.1%	5.7%	7.3%	14.3%	14.3%	15.3%	14.9%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Equity · Multi Cap
Benchmark: —
Launch date: 3 Jan 2022 (4.7 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Rohit Seksaria
Minimum SIP: ₹100
Minimum lumpsum: ₹100 (then ₹100)
Exit load: 1.00%
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF173K01FQ0
ISIN, Regular Growth: INF173K01940
Scheme code: 149669, 149667

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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