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 (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,497.79 Cr As on (30-04-2024) |
| Turn over: 73% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. |
340.5611
2.96 (0.8685%)
15.88%
Benchmark: 16.58%
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
-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 | 13.01 |
| Sharpe Ratio | 1.16 |
| Alpha | 1.76 |
| 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 | 05-01-2013 | 40.92 | 25.41 | 21.32 | 18.63 | 15.94 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 59.15 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 57.99 | 37.51 | - | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 54.16 | 33.59 | 18.15 | 17.15 | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 53.01 | 37.92 | 32.57 | 23.06 | 17.65 |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 51.59 | 30.1 | 24.46 | 30.95 | 22.75 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 49.98 | 28.27 | 24.58 | 24.6 | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 49.49 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 48.48 | 30.79 | - | - | - |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 47.66 | 35.14 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.01%
Others
5.17%
Large Cap
41.84%
Mid Cap
27.0%
