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

Q: How to check the XIRR of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 0.93

Risk: Very High

Equity Scheme - Multi Cap Fund

Plan: Direct

Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index

Inception: 03-10-2000

Exit Load: Nil

Fund Size:₹2,906.83 Cr

Performance

Fund1.07%

Cat. Avg.3.72%

Fund2.75%

Cat. Avg.3.91%

Fund15.06%

Cat. Avg.16.43%

FundN/A

Cat. Avg.15.85%

10Y

FundN/A

Cat. Avg.16.10%

Fund11.86%

Cat. Avg.14.47%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		148.57	5.88%
2	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		108.53	4.30%
3	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction		89.71	3.55%
4	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		87.35	3.46%
5	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		86.08	3.41%
6	Kotak Mahindra Bank Ltd	Equity	Listed		Banks		84.82	3.36%
7	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.61%	56.42	2.23%
8	Mahindra & Mahindra Financial Services Ltd	Equity	Listed	Mid Cap	Finance		55.17	2.18%
9	TVS Holdings Ltd	Equity	Listed	Small Cap	Finance		55.00	2.18%
10	Mahindra & Mahindra Ltd	Equity	Listed	Large Cap	Automobiles		52.46	2.08%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62053	+3.4%	+7.2%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+5.6%	+5.6%
3Y	07 Aug, 23	1.80 L.	2.04 L.	+13.4%	+8.7%
SI	07 Jan, 22	2.75 L.	3.67 L.	+33.4%	+12.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.01 L.	+1.1%	+1.1%
2Y	18 Jul, 24	1 L.	1.06 L.	+6.0%	+3.0%
3Y	17 Jul, 23	1 L.	1.52 L.	+52.3%	+15.1%
SI	03 Jan, 22	1 L.	1.66 L.	+66.2%	+11.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.