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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
★★★★★ monitor_heart Health Score: 45/100 · WeakSundaram Mutual Fund · Equity · Multi Cap Fund
₹84.48
AUM: ₹948 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.89%
Exit Load
Exit load of 1%, if redeemed within 365 days
Fund Manager
Dwijendra Srivastava
Inception
Jul 2025
Benchmark
BSE 200 Total Return Index
Sharpe Ratio
-1.13
Std Dev (1Y)
16.41%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.43%
3m
-0.38%
6m
-5.57%
1y
-9.92%
3y
+6.69%
5y
—
10y
—
since inception
+3.39%
rate_review TopFund's Take on Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) lags behind most of its peers in the Multi Cap Fund category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 45/100.
Cost: At 0.89%, the expense ratio is roughly in line with the Multi Cap Fund category average of 0.9% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.13 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.41% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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Frequently Asked Questions about Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
The current NAV (Net Asset Value) of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) is ₹84.48. NAV is updated every business day after market close by AMFI.
1Y: -9.92% · 3Y CAGR: 6.69%
The expense ratio is 0.89% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) is managed by Dwijendra Srivastava at Sundaram Mutual Fund.
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) is ₹948 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.