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: 1.98% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,831.12 Cr As on 31-07-2024(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. |
70.7603
0.94 (1.3294%)
11.91%
Benchmark: 16.94%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 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)- Half Yearly Income Distribution CUM Capital Withdrawal Option | 02-01-2013 | 42.82 | 26.89 | 21.46 | 24.8 | 14.4 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 55.31 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 53.81 | 36.82 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 53.6 | 31.92 | - | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 50.51 | - | - | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 50.13 | - | - | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 49.19 | 33.09 | 20.33 | 19.32 | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 45.79 | 31.36 | 22.83 | 23.26 | 16.44 |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 45.22 | 29.23 | 22.63 | 32.73 | 21.2 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 44.95 | 31.29 | 22.82 | 27.74 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.88%
Others
6.81%
Large Cap
40.79%
Mid Cap
25.27%
