NSE ScannerSundaram Mutual Fund · Equity · Multi Cap · Direct plan
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Growth
₹410.721NAV on 30 Oct 2026Expense ratio 1.27%
29 Oct 2025NAV low 374.5 · high 452.95-7.6%
In plain words
Over 3 years it returned +11.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.5%.
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 | -3.2% | +1.9% |
| 3 months | -5.7% | -5.1% |
| 6 months | -0.5% | -3.2% |
| 1 year | -7.3% | -10.2% |
| 3 years (yearly) | +11.7% | +7.4% |
| Since start (yearly) | +9.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,711 | -5.8% |
| 3 years | ₹3,60,000 | ₹3,76,438 | +2.8% |
Other plan of this fund: Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Regular Plan - Growth