Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
NAV as on 12-12-2025
₹ 387.6334
₹
2.36
(
0.6091%)
AUM as on 28-11-2025
2,915.11 Cr
Rtn (Since Inception)
15.41%
Sundaram Multi Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Multi Cap |
| Launch Date: | 01-01-2013 |
| Assets Class: | |
| Benchmark: | NIFTY500 MULTICAP 50:25:25 TRI |
| TER: | 1.98% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 2,915.11 Cr As on (28-11-2025) |
| Turn over: | 81 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Multi Cap Fund Gr | 01-01-2013 | 1.49 | 13.16 | 16.62 | 18.69 | 14.93 |
| Mirae Asset Multicap Fund Reg Gr | 01-08-2023 | 4.06 | 14.99 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 2.76 | 18.28 | 0.0 | 0.0 | 0.0 |
| Kotak Multicap Fund Reg Gr | 03-09-2021 | 2.33 | 17.75 | 22.12 | 0.0 | 0.0 |
| Franklin India Multi Cap Fund Gr | 05-07-2024 | 2.24 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 1.65 | 15.21 | 16.2 | 0.0 | 0.0 |
| Bandhan Multi Cap Fund Reg Gr | 05-12-2021 | 1.53 | 13.95 | 16.45 | 0.0 | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 1.3 | 14.79 | 0.0 | 0.0 | 0.0 |
| Bank of India Multi Cap Fund Reg Gr | 03-03-2023 | 1.26 | 15.38 | 0.0 | 0.0 | 0.0 |
| Nippon India Multi Cap Gr Gr | 25-03-2005 | 1.06 | 16.1 | 21.09 | 25.72 | 15.51 |
Asset Allocation & Portfolio
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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