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 (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,828.73 Cr As on 30-09-2025(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| Turn over: 81% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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. |
396.2894
0.15 (0.0378%)
15.59%
Benchmark: 16.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
NIFTY500 MULTICAP 50:25:25 TRI
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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 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 | 7.15 | 21.2 | 18.07 | 22.21 | 14.62 |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 14.95 | - | - | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 10.63 | 25.66 | - | - | - |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 8.75 | 21.06 | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 8.44 | 21.36 | 17.21 | - | - |
| Franklin India Multi Cap Fund - Growth | 05-07-2024 | 7.93 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 7.92 | 25.47 | 23.72 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 7.06 | 23.46 | - | - | - |
| PGIM India Multi Cap Fund - Regular Plan - Growth Option | 10-09-2024 | 7.05 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 6.67 | 25.4 | 23.07 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.04%
Others
0.03%
Large Cap
44.52%
Mid Cap
27.43%
