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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

(Erstwhile Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option)

Category: Equity: Multi Cap
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 2.82% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,525 Cr As on (31-03-2026)
Turn over: 47.1
NAV (₹): 60.738 ₹ -0.82 ( -1.358%)
as on 11-05-2026
CAGR Since Inception - 11.2%
NIFTY500 MULTICAP 50:25:25 TRI - 15.51%

Fund Managers

Bharath S, Shalav Saket


Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation

PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Scheme Performance (%) Data as on - 11-05-2026

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) 7.82 17.66 17.28 14.33 11.2
NIFTY500 MULTICAP 50:25:25 TRI 8.95 17.56 15.62 15.58 15.51
Equity: Multi Cap 9.63 17.93 15.55 15.22 12.49

RETURNS CALCULATOR 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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Multi Cap Fund IDCW 02-01-2013 7.82 8.17 17.66 17.28 14.33
Groww Multicap Fund Reg Gr 16-12-2024 21.97 0.0 0.0 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 16.87 10.09 20.73 0.0 0.0
Tata Multicap Fund Reg Gr 05-02-2023 14.28 7.34 13.29 0.0 0.0
ITI Multi Cap Reg Gr 15-05-2019 14.15 7.33 19.53 12.73 0.0
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 13.85 9.73 20.44 17.43 0.0
Union Multicap Fund Reg Gr 19-12-2022 13.58 9.52 17.65 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 13.5 8.94 22.19 0.0 0.0
HSBC Multi Cap Fund Reg Gr 05-01-2023 12.79 8.93 21.87 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 11.89 10.08 19.99 17.65 15.34

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)