Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option
Fund House: Sundaram Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 02-01-2013 |
| 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. |
67.4317
-1.17 (-1.728%)
11.71%
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
-7 Years 0 Months
1 Years 8 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.58 |
| Sharpe Ratio | 1.07 |
| Alpha | 2.28 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.62%
Others
4.28%
Large Cap
43.76%
Mid Cap
26.36%
