Sundaram Multi Cap Fund

Formerly known as Principal Multi Cap Growth Fund

An open-ended equity scheme investing across large cap, mid cap and small cap stocks

(Sundaram Equity Fund has merged into Principal Multi Cap Growth Fund and the surviving scheme has been renamed)

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About This Fund

Well-diversified portfolio investing across large, mid and small cap stocks
Provides better risk adjusted returns compared to single cap funds as it minimizes downside without giving up commensurate upside
Suitable for investors who want exposure to mid and small caps without taking too much risk
Fund adopts a blend of top-down and bottom up approaches with a focus on secular growth opportunities, cyclical recovery & emerging themes/businesses
Fund is actively managed and sticks with the best ideas across cap curves

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Well-diversified portfolio investing across large, mid and small cap stocks
Provides better risk adjusted returns compared to single cap funds as it minimizes downside without giving up commensurate upside
Suitable for investors who want exposure to mid and small caps without taking too much risk
Fund adopts a blend of top-down and bottom up approaches with a focus on secular growth opportunities, cyclical recovery & emerging themes/businesses
Fund is actively managed and sticks with the best ideas across cap curves

Ideal For

seek to generate capital appreciation while minimising risk
have an investment horizon of 3 to 5 years and have a very high risk-appetite
Capital appreciation over medium to long term
Investment in equity and equity-related securities of companies across various market capitalization

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

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 Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Half Yearly Income Distribution Cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
- If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged
- For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information