Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Multi Cap
Status: Open Ended Schemes
Launch Date: 02-01-2013
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Total Assets: 2853.08 As on (30-06-2025)
Expense Ratio: 1.99% As on (30-06-2025)
Turn over: 81.00% | Exit Load: If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: No Exit Load, If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: Exit load of 1% of the applicable NAV will be charged
NAV as on 11-07-2025
67.2686
-0.3689
CAGR Since Inception
11.66%
NIFTY500 MULTICAP 50:25:25 TRI 16.29%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 4.77 | 22.95 | 26.44 | 14.06 | 11.66 |
| NIFTY500 MULTICAP 50:25:25 TRI | 3.07 | 23.43 | 26.6 | 15.47 | 16.29 |
| Equity: Multi Cap | 2.66 | 22.96 | 25.74 | 14.82 | 16.45 |
Funds Manager
FM1: Mr. Sudhir Kedia; FM2- Mr. Ratish B. Varier
RETURNS CALCULATORS for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap Fund IDCW | 02-01-2013 | 4.77 | 24.13 | 22.95 | 26.44 | 14.06 |
| Motilal Oswal Multi Cap Fund Reg Gr | 18-06-2024 | 26.92 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 8.29 | 22.66 | 20.46 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 8.21 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 4.67 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 01-08-2023 | 4.46 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund Reg Gr | 05-12-2021 | 4.42 | 26.31 | 25.31 | 0.0 | 0.0 |
| Invesco India Multi Cap Gr | 17-03-2008 | 4.15 | 22.67 | 22.64 | 24.31 | 13.92 |
| ICICI Pru Multi Cap Gr | 01-10-1994 | 3.64 | 23.43 | 23.67 | 25.96 | 14.61 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 05-05-2017 | 2.58 | 24.18 | 24.0 | 27.1 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 12.58 | 1.07 | 2.28 | 0.92 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |