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 (30-04-2025) |
| 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. |
350.1244
-1.7 (-0.4844%)
15.33%
Benchmark: 15.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 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
-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 | 14.84 |
| Sharpe Ratio | 0.62 |
| Alpha | -1.15 |
| 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)-Growth Option | 01-01-2013 | 7.17 | 20.7 | 17.02 | 24.61 | 13.74 |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 16.04 | 22.98 | 18.29 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 12.95 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 12.53 | 27.09 | 21.95 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 12.33 | 23.59 | - | - | - |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 10.37 | - | - | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 9.68 | - | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 9.09 | 23.08 | 19.93 | 24.9 | 13.59 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 8.92 | 25.01 | 21.68 | 27.53 | 14.28 |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 7.17 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.51%
Others
5.23%
Large Cap
43.83%
Mid Cap
25.42%
