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Sundaram Mutual Fund · Equity: Multi Cap
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation
Benchmark · NIFTY500 MULTICAP 50:25:25 TRITER · 2.82%Inception · 01-01-2013
NAV
₹366.76
-1.08% · as of 29-05-2026
Since inception
14.86%
CAGR
Benchmark (inception)
15.44%
CAGR
Fund size
₹2,807 Cr
AUM
Expense ratio
2.82%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.86% CAGR vs benchmark +15.44%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.88%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.30%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.55%
RELIANCE INDUSTRIES LIMITED EQ3.46%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.41%
Kotak Mahindra Bank Limited3.36%
TREPS2.23%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-2.19%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-2.18%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.08%
Sector allocation
Financial Services26.20%
Capital Goods10.78%
Information Technology7.16%
Automobile and Auto Components6.82%
Healthcare6.79%
Fast Moving Consumer Goods5.85%
Oil, Gas & Consumable Fuels5.00%
Consumer Services4.81%
Consumer Durables3.81%
Construction3.55%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.9% p.a.₹10,000
10 years
Projected value
₹27,62,651
Invested: ₹12,00,000
Gained: ₹15,62,651
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149667
ISIN (Growth)
INF173K01940
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Multi Cap funds
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