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

Multi CapEquity Rank 22 of 23

NAV · Regular-Growth

—-0.48-1.12%

As of — · AMFI

NAV growth+51.3%

Mar ’20Mar ’21

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

Trails its Multi Cap category on 1Y, 3Y & 5Y.

1Y return

-3.1%

-10.0 vs cat

3Y CAGR

+6.1%

-8.4 vs cat

5Y CAGR

+5.5%

-8.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.1%

3Y std dev

Go deeper on Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

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)- Income Distribution CUM Capital Withdrawal Option (IDCW) 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) is a Multi Cap scheme from Sundaram. Long-run track record: about 5.5% CAGR over 5 years. Worst historical drawdown: -70% in Mar 2009, recovered in 64 months. 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 Regular · Growth · INF173K01957

NAV (Direct-Growth)

₹42.5300

Last 1Y

+51.30%

Mar 20Min ₹23.43 · Max ₹43.48 · 250 ptsMar 21

Drawdown stories

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

Mar 2009

-69.5%

Peak ₹37.14 on 31 Dec 2007 → trough ₹11.31 on 9 Mar 2009 (14 months down).

Recovered in 64 months· 6 Jun 2014

Mar 2020 — ongoing

-50.5%

Peak ₹47.29 on 16 Jun 2017 → trough ₹23.43 on 23 Mar 2020 (34 months down).

Not yet recovered

Sept 2001

-37.0%

Peak ₹11.02 on 15 Feb 2001 → trough ₹6.94 on 17 Sept 2001 (7 months down).

Recovered in 21 months· 19 Jun 2003

Jun 2006

-34.5%

Peak ₹24.80 on 10 May 2006 → trough ₹16.25 on 14 Jun 2006 (1 months down).

Recovered in 7 months· 15 Jan 2007

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

Performance

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

Period	Returns	Category avg	Rank
1W	-0.41%	-0.03%	26/ 37
1M	+2.35%	+2.77%	21/ 37
3M	+9.36%	+6.93%	17/ 37
6M	+2.55%	+5.18%	32/ 37
YTD	+1.52%	+4.31%	31/ 37
1Y	-3.11%	+6.87%	35/ 37
2Y	-4.24%	+3.64%	30/ 31
3Y	+6.12%	+14.55%	22/ 23
5Y	+5.47%	+14.14%	11/ 11
7Y	+10.37%	+18.11%	10/ 10
10Y	+4.67%	+13.26%	8/ 8

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 →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray