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: 05-01-2013 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 1.99% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,760.22 Cr As on 29-11-2024(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. |
367.9684
-6.36 (-1.728%)
15.83%
Benchmark: 16.51%
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 | 13.25 |
| Sharpe Ratio | 0.75 |
| Alpha | -0.92 |
| Beta | 0.9 |
| 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 | 05-01-2013 | 21.11 | 23.37 | 17.14 | 19.46 | 14.37 |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 36.16 | 30.61 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 35.37 | 33.05 | - | - | - |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 34.83 | 29.85 | 21.01 | 23.91 | 14.68 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 33.42 | 29.52 | 21.02 | 22.97 | 15.22 |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 32.35 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 32.32 | 32.35 | 27.15 | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 32.17 | - | - | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 31.76 | - | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 29.88 | 30.66 | 27.49 | 24.29 | 14.91 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.62%
Others
4.28%
Large Cap
43.76%
Mid Cap
26.36%
