TickerKhojSundaram Mutual Fund · Equity · Multi Cap · Regular plan
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Regular Plan - Growth
₹363.9824NAV on 30 Oct 2026Expense ratio 2.29%
29 Oct 2025NAV low 333.91 · high 402.15-8.6%
In plain words
Over 3 years it returned +10.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
On 3-year return it ranks 19 of 22 funds in Multi Cap.
A monthly SIP over 3 years ended ₹6,670 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.3% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | -1.0% | -3.2% |
| 1 year | -8.3% | -10.2% |
| 3 years (yearly) | +10.5% | +7.4% |
| Since start (yearly) | +8.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,970 | -6.8% |
| 3 years | ₹3,60,000 | ₹3,69,768 | +1.7% |
Other plan of this fund: Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Growth