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

Fund House: Sundaram Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY500 MULTICAP 50:25:25 TRI

Total Assets: 2810.61 As on (29-08-2025)

Expense Ratio: 1.99% As on (31-08-2025)

Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

NAV as on 07-10-2025

386.1767

0.4319

CAGR Since Inception

15.51%

NIFTY500 MULTICAP 50:25:25 TRI 16.01%

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)-Growth Option 2.22 17.17 21.52 14.52 15.51
NIFTY500 MULTICAP 50:25:25 TRI 0.9 18.84 23.33 15.31 16.01
Equity: Multi Cap 1.26 18.93 23.49 14.89 14.7

Funds Manager

Mr. Ratish B. Varier

RETURNS CALCULATORS for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

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)-Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Multi Cap Fund Gr 01-01-2013 2.22 17.84 17.17 21.52 14.52
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 11.29 0.0 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 6.75 22.64 0.0 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 4.55 18.01 0.0 0.0 0.0
SBI Multicap Fund Reg Gr 05-03-2022 3.83 18.97 16.42 0.0 0.0
PGIM India Multi Cap Fund Reg Gr 10-09-2024 3.21 0.0 0.0 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 3.13 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 3.12 22.52 23.9 0.0 0.0
LIC MF Multi Cap Fund Reg Gr 31-10-2022 3.08 21.28 0.0 0.0 0.0
Nippon India Multi Cap Gr Gr 25-03-2005 2.9 19.91 22.09 30.2 15.11

Asset Allocation (%)

Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 12.58 0.81 -0.68 0.9 - -
Equity: Multi Cap - - - - - -