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: 1.99% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,810.61 Cr As on 29-08-2025(Source:AMFI)
Turn over: 81% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

384.2319

15.48%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation

Current Asset Allocation (%)

Indicators

Standard Deviation 13.16
Sharpe Ratio 0.81
Alpha -0.68
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 01-01-2013 0.33 17.52 16.95 21.24 14.51
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 8.31 - - - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 4.49 22.42 - - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 2.45 17.63 - - -
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2.12 18.7 16.24 - -
Franklin India Multi Cap Fund - Growth 05-07-2024 1.21 - - - -
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 0.95 22.1 23.62 - -
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 0.91 - - - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 0.55 19.6 21.88 30.08 15.11
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 0.35 18.9 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.72%

Others

6.35%

Large Cap

40.75%

Mid Cap

26.18%

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