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

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Category: Equity: Multi Cap
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 1.99% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,842.03 Cr As on (31-07-2025)
Turn over: 81
NAV as on 14-08-2025

376.601

-0.64 (-0.1696%)

CAGR Since Inception

15.49%

NIFTY500 MULTICAP 50:25:25 TRI 15.99%

PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Scheme Performance (%) Data as on - 14-08-2025
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)-Growth Option 2.29 16.28 21.87 13.76 15.49
NIFTY500 MULTICAP 50:25:25 TRI 0.75 18.22 24.15 14.66 15.99
Equity: Multi Cap 1.31 18.83 23.78 14.19 14.29
Yearly Performance (%)
NAV Movement
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)-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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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 0.9 -0.69 0.9 - -
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 (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2.29 19.03 16.28 21.87 13.76
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 19.37 0.0 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 9.24 0.0 0.0 0.0 0.0
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 6.38 20.07 16.64 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4.02 21.44 23.31 29.9 14.36
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 3.72 24.9 21.19 0.0 0.0
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 3.27 0.0 0.0 0.0 0.0
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 3.23 19.91 0.0 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 1.42 19.95 18.99 23.14 13.24
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1.17 19.75 18.48 23.8 13.18
PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Portfolio as on