Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
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
1Y
Fund-5.86%
Cat. Avg.4.39%
2Y
Fund-4.46%
Cat. Avg.4.01%
3Y
Fund7.26%
Cat. Avg.16.54%
5Y
FundN/A
Cat. Avg.15.97%
10Y
FundN/A
Cat. Avg.16.02%
SI
Fund4.89%
Cat. Avg.14.41%
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 | 148.57 | 5.88% |
| 2 | ICICI Bank Ltd | 108.53 | 4.30% |
| 3 | Larsen & Toubro Ltd | 89.71 | 3.55% |
| 4 | Reliance Industries Ltd | 87.35 | 3.46% |
| 5 | Bharti Airtel Ltd | 86.08 | 3.41% |
| 6 | Kotak Mahindra Bank Ltd | 84.82 | 3.36% |
| 7 | TREPS | 56.42 | 2.23% |
| 8 | Mahindra & Mahindra Financial Services Ltd | 55.17 | 2.18% |
| 9 | TVS Holdings Ltd | 55.00 | 2.18% |
| 10 | Mahindra & Mahindra Ltd | 52.46 | 2.08% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61055 | +1.8% | +3.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.7% | -0.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.84 L. | +2.2% | +1.5% |
| SI | 07 Jan, 22 | 2.75 L. | 3.09 L. | +12.3% | +5.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 94143 | -5.9% | -5.9% |
| 2Y | 16 Jul, 24 | 1 L. | 91273 | -8.7% | -4.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.23 L. | +22.5% | +7.0% |
| SI | 03 Jan, 22 | 1 L. | 1.24 L. | +24.2% | +4.9% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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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.