Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) (Direct)
Sundaram Mutual Fund · benchmark NIFTY500 Multicap 50:25:25 TRI · 4.8 years old · AMFI code 149669
C (bottom 30%), score 15.8 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.6% | 2.8% | +1.9% | 22 / 31 |
| 1 year | -1.6% | 0.0% | -1.6% | 31 / 31 |
| 3 years (a year) | 13.0% | 12.9% | +0.1% | 19 / 23 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) (Direct plan)?
₹432.91 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) (Direct)?
1.20% a year; the Regular plan's is 2.26%.
What return has Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) given over 3 years?
13.0% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.9% for the NIFTY500 Multicap 50:25:25 total-return index.
How is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) rated?
C: 22 of 23 Direct plans in Multi Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.