Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund)- Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 1.98
Risk: Very High
Equity Scheme - Multi Cap Fund
Plan: Regular
Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index
Inception: 03-10-2000
Exit Load: Nil
Fund Size:₹2,906.83 Cr
Performance
1Y
Fund-6.97%
Cat. Avg.2.43%
2Y
Fund-5.55%
Cat. Avg.2.66%
3Y
Fund5.80%
Cat. Avg.15.08%
5Y
FundN/A
Cat. Avg.14.50%
10Y
FundN/A
Cat. Avg.15.00%
SI
Fund3.69%
Cat. Avg.12.67%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 136.23 | 4.67% |
| 2 | ICICI Bank Ltd | 107.56 | 3.69% |
| 3 | Larsen & Toubro Ltd | 95.30 | 3.27% |
| 4 | Reliance Industries Ltd | 84.10 | 2.88% |
| 5 | Kirloskar Oil Engines Ltd | 81.77 | 2.80% |
| 6 | TREPS | 67.93 | 2.33% |
| 7 | Bharti Airtel Ltd | 60.93 | 2.09% |
| 8 | Kotak Mahindra Bank Ltd | 59.26 | 2.03% |
| 9 | TVS Holdings Ltd | 53.90 | 1.85% |
| 10 | Interglobe Aviation Ltd | 53.45 | 1.83% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60677 | +1.1% | +2.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.8% | -1.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.81 L. | +0.4% | +0.3% |
| SI | 07 Jan, 22 | 2.75 L. | 3.00 L. | +9.2% | +3.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 93030 | -7.0% | -7.0% |
| 2Y | 18 Jul, 24 | 1 L. | 89597 | -10.4% | -5.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.18 L. | +18.4% | +5.8% |
| SI | 03 Jan, 22 | 1 L. | 1.18 L. | +17.9% | +3.7% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.