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MF Analyser

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

Regular Plan · GROWTH · Multi Cap · Scheme code 149667

NAV₹383.7247as on 25 Sep 2026
Fund houseSundaram Mutual Fund
CategoryMulti Cap
Plan & optionRegular · GROWTH
History4.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -3.191.758.54 -0.9911.08— ——10.11
Nifty 500 Multicap 50:25:25
benchmark		 -4.06-1.346.36 -1.28—— ——-0.65
Multi Cap
category median		 ——— 5.8113.5611.20 —13.58—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 13.9% 0.33 0.45 0.95 0.93% -19.9% 95.94
Nifty 500 Multicap 50:25:25
benchmark		 14.7%-0.49 -0.67—— -20.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 25 months this scheme and its benchmark share.

Growth of ₹100 since launch

7710813917020242026MF Analyser

Drawdown from peak (%)

0%-7%-14%-22%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
182 -6.3% 10.2% 44.1% 13%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
99% 93% 0.98 3.5% 0.38 -6.78

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 25 months this scheme and Nifty 500 Multicap 50:25:25 share.

MF Analyser

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

Regular Plan · GROWTH

Allocation

By asset

Equity96.73%
Cash & Equivalents3.27%

By market cap

Large Cap35.54%
Mid Cap27.72%
Small Cap32.25%
Unclassified1.21%

Concentration

Number of stocks81
Top 5 stocks13.85%
Top 10 stocks24.76%
Top 20 stocks42.87%
Lines in the filing87
Largest holding3.03%
Largest sectorUnclassified —
Effective stocks63.7
Sectors held36
Cash3.27%

Effective stocks is what the concentration works out to: a fund holding 81 names but most of its money in a few behaves like a fund of 64. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Banks — 15.0%Finance — 9.2%Auto Components — 5.0%Electrical Equipment — 5.0%Consumer Durables — 4.6%Financial Technology (Fintech) — 4.3%Petroleum Products — 4.0%Healthcare Services — 4.0%Pharmaceuticals & Biotechnology — 3.9%Other — 45.2%Banks15.0%Finance9.2%Auto Components5.0%Electrical Equipment5.0%Consumer Durables4.6%Financial Technology (Fin…4.3%Petroleum Products4.0%Healthcare Services4.0%Pharmaceuticals & Biotech…3.9%Other45.2%
Banks15.04%
Finance9.20%
Auto Components5.01%
Electrical Equipment4.97%
Consumer Durables4.58%
Financial Technology (Fintech)4.30%
Petroleum Products3.99%
Healthcare Services3.95%
Pharmaceuticals & Biotechnology3.85%
It - Software3.83%
Industrial Products3.70%
Retailing3.55%
Construction3.03%
Telecom - Services2.95%
Transport Infrastructure2.59%
It - Services2.54%
Cash & Equivalents2.47%
Transport Services2.17%
Realty1.93%
Leisure Services1.90%
MF Analyser

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

Regular Plan · GROWTH · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 Larsen & Toubro Ltd Construction 230,000 93 3.03%
2 Kotak Mahindra Bank Ltd Banks 2,049,758 86 2.80%
3 Reliance Industries Ltd Petroleum Products 650,000 83 2.70%
4 ICICI Bank Ltd Banks 564,227 82 2.67%
5 One 97 Communications Ltd Financial Technology (Fintech) 471,714 81 2.64%
6 TREPS Unclassified — 78 2.53%
7 Kirloskar Oil Engines Ltd Industrial Products 345,909 73 2.37%
8 Kalyan Jewellers India Ltd Consumer Durables 1,142,457 69 2.24%
9 Interglobe Aviation Ltd Transport Services 127,135 67 2.17%
10 Eternal Ltd (Previously Zomato Ltd) Retailing 1,967,761 65 2.10%
11 Coforge Ltd It - Software 315,113 63 2.04%
12 Axis Bank Ltd Banks 460,923 60 1.95%
13 Bharti Airtel Ltd Telecom - Services 328,998 60 1.94%
14 Brigade Enterprises Ltd Realty 901,292 59 1.93%
15 Affle (India) Ltd It - Services 351,507 56 1.83%
16 MTAR Technologies Ltd Electrical Equipment 78,929 56 1.81%
17 Rate Gain Travel Technologies Ltd It - Software 585,264 55 1.79%
18 DCB Bank Ltd Banks 2,500,000 55 1.78%
19 Bharat Electronics Ltd Aerospace & Defense 1,280,435 53 1.73%
20 TVS Holdings Ltd Finance 39,406 52 1.70%
21 PB Fintech Ltd Financial Technology (Fintech) 271,465 51 1.66%
22 Shriram Finance Ltd Finance 458,408 51 1.66%
23 Gland Pharma Ltd Pharmaceuticals & Biotechnology 171,981 50 1.62%
24 HDFC Bank Ltd Banks 694,397 49 1.60%
25 Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles 2,797,771 49 1.60%
26 Mahindra & Mahindra Ltd Automobiles 144,988 48 1.55%
27 Apollo Hospitals Enterprise Ltd Healthcare Services 51,412 46 1.49%
28 Info Edge (India) Ltd Retailing 337,769 44 1.44%
29 Ceat Ltd Auto Components 128,344 44 1.43%
30 Amber Enterprises India Ltd Consumer Durables 55,030 42 1.37%
MF Analyser

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

Regular Plan · GROWTH · where the money sits

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 27 Sep 2026.