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Multi Capregularidcw

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Sundaram Mutual Fund

₹59.2050

0.93 (+1.60%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.05%
1 Month-11.64%
3 Months-13.68%
6 Months-17.70%
1 Year-14.43%
3 Years (CAGR)+5.61%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2022)+0.38%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-24.41%
3 Year SIP-6.97%
5 Year SIP
Since Inception (Jan 2022)-2.69%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149666

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) is a Multi Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations