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 (30-04-2024) |
| 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. |
64.0256
0.74 (1.1609%)
11.57%
Benchmark: 16.53%
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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 | 42.27 | 28.6 | 25.15 | 21.53 | 14.77 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 56.94 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 56.51 | 38.43 | - | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 52.1 | 34.39 | 18.08 | 16.9 | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 51.49 | 38.78 | 32.57 | 23.02 | 17.54 |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 50.37 | 31.97 | 24.42 | 30.84 | 22.68 |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 48.28 | - | - | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 48.25 | 29.33 | 24.6 | 24.57 | - |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 46.7 | 36.26 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 46.09 | 31.13 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.01%
Others
5.17%
Large Cap
41.84%
Mid Cap
27.0%
