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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.92%, with the bottom and top quartiles at 16.00% and 19.06% respectively. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 1.79% on assets of ₹2,807Cr. The fund is currently managed by Bharath S, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 85% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 4.95% |
| ICICI BANK LIMITED | Financial Services | 4.05% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.31% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.29% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.25% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | Financial Services | 2.13% |
| KIRLOSKAR OIL ENGINES LIMITED | Industrials | 2.09% |
| SUNDARAM CLAYTON LIMITED | Industrials | 2.00% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.97% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.96% |
| BRIGADE ENTERPRISES LIMITED | Real Estate | 1.90% |
| AFFLE (INDIA) LIMITED | Technology | 1.78% |
| JYOTHY LABS LIMITED | Consumer Defensive | 1.77% |
| INDIAN BANK | Financial Services | 1.73% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.66% |
| DCB BANK LIMITED | Financial Services | 1.66% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.62% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 1.58% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.57% |
| CUMMINS INDIA LIMITED | Industrials | 1.56% |
| KEI INDUSTRIES LIMITED | Industrials | 1.56% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.54% |
| CRAFTSMAN AUTOMATION LIMITED | Consumer Cyclical | 1.50% |
| Elecon Engineering Company Limited | Industrials | 1.46% |
| KALYAN JEWELLERS INDIA LIMITED | Consumer Cyclical | 1.44% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 10 | 25.96% |
| Capital Goods | — | 11.13% |
| Healthcare | 6 | 7.18% |
| Automobile and Auto Components | — | 6.89% |
| Information Technology | — | 6.73% |
| Fast Moving Consumer Goods | — | 5.76% |
| Oil, Gas & Consumable Fuels | — | 5.21% |
| Consumer Services | — | 4.44% |
| Construction | — | 3.29% |
| Telecommunication | — | 3.25% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.14% | 4.56% | 12.92% | 32.64% | 47.11% | 90.5% |
| 3Y | 11.72% | 16.00% | 17.92% | 19.06% | 23.62% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 29.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.