Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
NAV as on 2026-07-17 · Equity · Multi Cap
AUM
₹2,915 Cr
1Y Return
-0.5%
3Y CAGR
+13.4%
5Y CAGR
+12.5%
Expense
1.96%
Risk
Very High
1Y Return
-0.5%
3Y CAGR
+13.4%
5Y CAGR
+12.5%
Since Inception
+3.7%
AI Fund Analysis
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NAV History
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52-Week NAV Range
61% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Multi Cap
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
HDFC Bank Ltd
Financial Services
ICICI Bank Ltd
Financial Services
Larsen & Toubro Ltd
Industrials
Reliance Industries Ltd
Energy
Kirloskar Oil Engines Ltd
Industrials
TREPS (Cash)
Bharti Airtel Ltd
Communication Services
Kotak Mahindra Bank Ltd
Financial Services
TVS Holdings Ltd
Consumer Cyclical
InterGlobe Aviation Ltd
Industrials
Sector Allocation
Fundamentals
P/E Ratio
23.83
Cat avg: 28.11
P/B Ratio
3.34
Cat avg: 3.87
Dividend Yield
0.94%
Cat avg: 0.92%
Price/Sale
2.38
Price/Cash Flow
17.20
Risk Metrics (3Y)
Sharpe Ratio
0.49
Cat avg: 0.62
Sortino Ratio
0.72
Cat avg: 0.96
Beta
0.94
Cat avg: 0.96
Std Deviation
15.81%
Cat avg: 16.39%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Multi Cap Hlf Yrly IDCW-P | 2,915 | 1.96 | -0.5% | +13.4% | +12.5% |
| Nippon India Multi Cap Bns | 54,585 | 1.22 | 0.0% | +15.8% | +18.8% |
| Kotak Multicap Reg IDCW-P | 28,074 | 1.62 | +5.9% | +18.7% | - |
| SBI Multicap Reg IDCW-P | 23,693 | 1.62 | -1.7% | +13.8% | - |
| HDFC Multi Cap Reg IDCW-P | 20,217 | 1.75 | -2.5% | +13.6% | - |
| ICICI Pru Multicap IDCW-P | 18,194 | 1.42 | +4.2% | +16.2% | +14.3% |
| Axis Multicap Reg IDCW-P | 10,457 | 1.73 | -0.4% | +16.5% | - |
| Quant Multi Cap IDCW-P | 7,761 | 2.08 | +3.8% | +11.6% | +12.1% |
| Aditya BSL Multi-Cap Reg IDCW-P | 7,030 | 1.55 | +2.8% | +13.7% | +12.6% |
| Mahindra Manulife Multi Cap Reg IDCW-P | 6,926 | 1.55 | +4.4% | +16.8% | +15.0% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.