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

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Category: Equity: Multi Cap
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 0.95% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 277.21 Cr As on (30-05-2025)
Turn over: 81

NAV as on 03-07-2025

426.5249

0.88 (0.2058%)

CAGR Since Inception

16.86%

NIFTY500 MULTICAP 50:25:25 TRI 16.32%

PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

Scheme Performance (%) Data as on - 03-07-2025

	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)-Direct Plan - Growth Option	4.57	23.15	25.2	15.31	16.86
NIFTY500 MULTICAP 50:25:25 TRI	3.91	24.85	27.05	15.48	16.32
Equity: Multi Cap	4.06	24.77	26.23	14.87	16.95

Yearly Performance (%)

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Fund Managers

FM1: Mr. Sudhir Kedia; FM2- Mr. Ratish B. Varier

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

RETURNS CALCULATOR for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

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.

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Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - 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)-Direct Plan - Growth Option	12.59	0.95	0.05	0.92	-	-
Equity: Multi Cap	-	-	-	-	-	-

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

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Period

Data as on - 03-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option	02-01-2013	4.57	23.3	23.15	25.2	15.31
Motilal Oswal Multi Cap Fund Regular Plan Growth	18-06-2024	29.19	0.0	0.0	0.0	0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth	22-09-2023	10.33	0.0	0.0	0.0	0.0
SBI Multicap Fund- Regular Plan- Growth Option	05-03-2022	10.28	22.84	21.98	0.0	0.0
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	6.29	27.59	27.3	0.0	0.0
Mirae Asset Multicap Fund - Regular Plan - Growth	01-08-2023	6.13	0.0	0.0	0.0	0.0
Invesco India Multicap Fund - Growth Option	17-03-2008	5.91	24.48	24.93	25.06	14.05
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option	08-07-2023	5.9	0.0	0.0	0.0	0.0
ICICI Prudential Multicap Fund - Growth	01-10-1994	5.62	24.35	25.52	26.22	14.69
Edelweiss Multi Cap Fund - Regular Plan - Growth	26-10-2023	3.67	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

Asset Allocation (%)