Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund)

Multi CapEquityVery High risk Rank 23 of 23

NAV · Direct-Growth

₹88.56-0.33-0.37%

As of 18 Aug 2026 · AMFI

NAV growth-79.1%

Aug ’25Aug ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Cost

Average

0.93% vs NaN% peers

Volatility

Above average

49.3% vs 16.4% cat (3Y)

Consistency

Steady

positive in 9 of 12 years

Trails its Multi Cap category on 1Y, 3Y & 5Y — but has run more volatile than peers.

1Y return

-79.1%

-86.0 vs cat

3Y CAGR

-32.7%

-47.2 vs cat

5Y CAGR

+6.6%

-7.5 vs cat

AUM

₹2.8K Cr

fund size

Expense

0.93%

direct plan

Volatility 3Y

49.3%

▲ vs 16.4%

Go deeper on Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) is a Multi Cap scheme from Sundaram. The portfolio is ~97% in equities. Within equity, ~43% sits in large-cap stocks, 26% in mid-cap, and 27% in small-cap. Long-run track record: about 6.6% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -81% in Jul 2026 — ongoing. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01FN7

NAV (Direct-Growth)

₹88.5648

Last 1Y

-79.12%

Aug 25Min ₹84.36 · Max ₹444.74 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jul 2026 — ongoing

-81.0%

Peak ₹444.74 on 29 Oct 2025 → trough ₹84.36 on 8 Jul 2026 (8 months down).

Not yet recovered

Sept 2025

-79.6%

Peak ₹439.93 on 24 Sept 2024 → trough ₹89.81 on 29 Sept 2025 (12 months down).

Recovered in 1 months· 23 Oct 2025

Mar 2020

-40.6%

Peak ₹50.45 on 16 Jun 2017 → trough ₹29.95 on 23 Mar 2020 (34 months down).

Recovered in 9 months· 9 Dec 2020

Feb 2016

-24.5%

Peak ₹43.92 on 4 Dec 2014 → trough ₹33.18 on 25 Feb 2016 (15 months down).

Recovered in 6 months· 19 Aug 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.93% — typical for category.
AUM size
₹2.8K Cr.
Sector concentration
Top 3 sectors = 57.4% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.39%	-0.03%	25/ 37
1M	+2.44%	+2.77%	19/ 37
3M	-78.25%	+6.93%	37/ 37
6M	-79.55%	+5.18%	37/ 37
YTD	-79.72%	+4.31%	37/ 37
1Y	-79.12%	+6.87%	37/ 37
2Y	-53.60%	+3.64%	31/ 31
3Y	-32.69%	+14.55%	23/ 23
5Y	+6.63%	+14.14%	10/ 11
7Y	+11.49%	+18.11%	9/ 10
10Y	+7.29%	+13.26%	7/ 8

Portfolio composition

Asset allocation

Equity97.27%
Cash2.73%

By market cap

Large cap43.15%
Mid cap26.03%
Small cap26.59%
Others4.23%

Concentration

Holdings

Avg market cap

₹1.04 L Cr

Top 10 stocks

29.44%

Top 5 stocks

18.35%

Top 3 sectors

57.36%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
HDFC Bank Ltd
—5.88%
1
HDFC Bank Ltd
—4.77%
2
ICICI Bank Ltd
—4.30%
2
ICICI Bank Ltd
—4.03%
3
Larsen & Toubro Ltd
—3.55%
4
Reliance Industries Ltd
—3.46%
5
Bharti Airtel Ltd
—3.41%
6
Kotak Mahindra Bank Ltd
—3.36%
3
Larsen & Toubro Ltd
—3.34%
4
Bharti Airtel Ltd
—3.15%
5
Reliance Industries Ltd
—3.06%
6
Kotak Mahindra Bank Ltd
—2.51%
7
Mahindra & Mahindra Ltd
—2.42%
8
Kirloskar Oil Engines Ltd
—2.38%
8
Mahindra & Mahindra Financial Services Ltd
—2.19%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio23.0227.41-4.39
P/B ratio3.183.71-0.53
Price / Sales2.273.09-0.82
Price / Cash Flow16.6819.91-3.23
Dividend yield1.02%0.96%+0.06
Return on equity (ROE)15.60%16.49%-0.89

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
15.1415.8214.6318.2716.3915.53
Sharpe ratio
Risk-adjusted return — higher is better.
-0.230.560.59-0.150.620.60
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.320.830.91-0.190.960.94
Beta
1 = moves with the market. <1 = less volatile.
0.930.940.920.960.960.96

Peers in Multi Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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