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: 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.

351.7705

15.39%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.91
Sharpe Ratio 0.46
Alpha -1.26
Beta 0.93
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 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

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.51%

Others

5.23%

Large Cap

43.83%

Mid Cap

25.42%

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