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

Multi CapEquity Rank 25 of 26

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

Patchy

positive in 7 of 12 years

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

1Y return

-9.5%

-11.1 vs cat

3Y CAGR

+3.9%

-7.8 vs cat

5Y CAGR

+2.6%

-8.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.4%

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 2.6% 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	-1.32%	-0.97%	31/ 38
1M	-6.07%	-4.29%	36/ 37
3M	-2.71%	-1.33%	22/ 37
6M	+9.79%	+11.89%	30/ 37
YTD	-4.38%	-0.26%	34/ 37
1Y	-9.48%	+1.58%	36/ 37
2Y	-6.89%	-0.23%	31/ 32
3Y	+3.92%	+11.73%	25/ 26
5Y	+2.60%	+11.47%	12/ 12
7Y	+9.37%	+16.92%	10/ 10
10Y	+3.34%	+12.13%	8/ 8

Peers in Multi Cap

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

Peer fundAUM1Y3Y CAGRExpense

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Available plans & options

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