Category: Equity: Multi Cap |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
TER: 2.01% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,615.29 Cr As on 31-03-2025(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. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | 14.91 |
Sharpe Ratio | 0.46 |
Alpha | -1.26 |
Beta | 0.93 |
Yield to Maturity | - |
Average Maturity | - |
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 | 8.96 | 22.78 | 13.56 | 24.26 | 13.22 |
SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 17.17 | 25.26 | 16.34 | - | - |
LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 14.06 | 25.62 | - | - | - |
Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 13.0 | 30.28 | 18.79 | - | - |
WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 12.65 | - | - | - | - |
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 10.46 | - | - | - | - |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 10.22 | 25.41 | 16.35 | 24.87 | 12.98 |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 9.4 | 27.57 | 18.53 | 26.49 | 14.01 |
Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 9.37 | - | - | - | - |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 8.96 | 25.41 | 15.48 | 26.75 | 12.97 |
Small Cap
25.51%
Others
5.23%
Large Cap
43.83%
Mid Cap
25.42%