Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 2.06% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,416.58 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 81% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. |
330.1619
-1.11 (-0.3373%)
15.16%
Benchmark: 15.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 Multicap 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-9 Years 0 Months
-7 Years 0 Months
-6 Years -9 Months
1 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.43 |
| Sharpe Ratio | 0.43 |
| Alpha | -1.77 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 4.04 | 19.6 | 13.45 | 21.37 | 12.34 |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 11.88 | 21.39 | - | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 11.01 | 22.7 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 9.77 | 27.11 | 17.56 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 9.26 | - | - | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 6.96 | - | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 6.53 | 21.6 | 15.69 | 21.92 | 12.01 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 6.02 | 24.61 | 22.01 | 27.28 | 12.73 |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 5.8 | 21.85 | 15.01 | 23.82 | 11.92 |
| DSP Multicap Fund - Regular - Growth | 05-01-2024 | 5.43 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.72%
Others
5.8%
Large Cap
43.28%
Mid Cap
25.18%
