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: 1.98% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,725.78 Cr As on (30-06-2024) |
| Turn over: 81% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. |
375.5786
5.59 (1.4885%)
16.22%
Benchmark: 16.96%
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 | 12.78 |
| Sharpe Ratio | 1.01 |
| Alpha | -0.31 |
| Beta | 0.9 |
| 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 | 41.57 | 29.39 | 20.0 | 21.26 | 15.68 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 57.94 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 55.19 | 41.88 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 51.69 | 36.4 | - | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 51.33 | 38.05 | 19.5 | 19.38 | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 51.27 | - | - | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 50.47 | - | - | - | - |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 48.9 | 34.32 | 24.07 | 32.37 | 21.57 |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 48.24 | 39.85 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 47.98 | 40.24 | 31.49 | 25.64 | 17.0 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
31.12%
Others
4.02%
Large Cap
40.89%
Mid Cap
23.37%
