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.

324.7629

15.69%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 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 39.89 17.39 21.24 16.67 16.2
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 60.43 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 59.15 30.48 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 54.45 27.73 18.81 - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 53.88 29.9 32.29 21.0 17.59
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 53.5 - - - -
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 53.48 22.3 27.19 29.09 22.94
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 51.99 20.85 26.11 23.44 -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 50.31 23.69 - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 50.1 25.13 25.29 18.51 17.16

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.11%

Others

5.33%

Large Cap

42.74%

Mid Cap

25.83%

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