Insights into Company

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

Sundaram Mutual Fund · Equity Multi Cap

Equity · Multi Cap Very High risk ★★★★★ Sundaram
₹361.8937
NAV · 22 Oct 2026 -0.97% (1D)
+9.48%3Y annualised
-0.97% 1D

Return calculator

Monthly SIP₹1,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
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A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.

Returns and rankings

Name6M1Y3Y5Y
Fund returns-2.8%-8.0%+9.5%—
Category average (Multi Cap)-0.9%-3.1%+11.0%—
Rank (Multi Cap)24 / 3229 / 3216 / 23—

Ranked among Multi Cap funds, Regular plan, Growth option. 3Y and 5Y are annualised.

Advanced ratios

Volatility (annualised)14.37%
Sharpe0.34
Maximum drawdown-18.91%
Sortino0.31

Calculated from daily NAVs over 3Y, with a 6.5% risk-free rate.

Minimum investments

Min. for 1st investment₹100
Min. for SIP₹100
Min. for 2nd investment₹100

Exit load, stamp duty and tax

Exit load

Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.

Stamp duty on investment: 0.005% (from 1 July 2020)

Tax implication

Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).

FAQs

How to invest in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth?

Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.

What kind of returns does Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth provide?

6M: -2.75% · 1Y: -8.00% · 3Y (annualised): +9.48%

What is the NAV of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth?

₹361.8937 as on 22 Oct 2026.

How risky is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth?

Its riskometer level is Very High. Over 3Y its NAV moved 14.4% a year (volatility) and fell at most 18.9% from a peak.

How to redeem Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth?

In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.

Can I invest in SIP and lump sum of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth?

Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.

How is Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Regular-Growth taxed?

Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).

Fund details

Fund houseSundaram Mutual Fund
CategoryEquity Scheme - Multi Cap Fund
Plan · OptionRegular · Growth
Risk (riskometer)Very High
Scheme typeOpen Ended
Scheme code149667
ISININF173K01940
Minimum investment₹100
NAV date22 Oct 2026

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