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: 2.01% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,374.04 Cr As on (31-03-2024) |
| Turn over: 73% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. |
336.5195
2.5 (0.7429%)
15.85%
Benchmark: 16.61%
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 | 12.87 |
| Sharpe Ratio | 1.06 |
| Alpha | 1.21 |
| 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 | 05-01-2013 | 42.15 | 20.5 | 21.67 | 17.58 | 16.64 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 62.85 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 59.79 | 32.96 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 55.1 | 32.92 | 32.93 | 22.04 | 18.16 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 53.66 | 29.83 | 19.03 | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 52.85 | - | - | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 52.81 | 25.3 | 26.03 | 24.11 | - |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 52.12 | 25.62 | 27.08 | 29.84 | 23.42 |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 50.91 | 31.78 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 50.76 | 26.2 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.11%
Others
5.33%
Large Cap
42.74%
Mid Cap
25.83%
