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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,842.03 Cr As on 31-07-2025(Source:AMFI)
Turn over: 81% | Exit Load: If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: No Exit Load, If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: Exit load of 1% of the applicable NAV will be charged

384.059

15.57%

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 13.38
Sharpe Ratio 0.9
Alpha -0.69
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 2.08 19.97 16.91 21.99 14.13
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 18.41 - - - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 8.0 - - - -
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 6.46 21.47 17.46 - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 3.4 22.34 24.04 29.53 14.68
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 2.59 20.98 - - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 2.52 25.96 21.9 - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 2.29 - - - -
Franklin India Multi Cap Fund - Growth 05-07-2024 1.76 - - - -
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 1.18 18.26 17.11 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.31%

Others

4.87%

NA

0.03%

Large Cap

41.81%

Mid Cap

26.0%

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