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 (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,853.08 Cr As on 30-06-2025(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| Turn over: 81% | Exit Load: If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: No Exit Load, If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: Exit load of 1% of the applicable NAV will be charged |
382.3055
-2.1 (-0.5484%)
15.62%
Benchmark: 16.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 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 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 | 14.07 |
| Sharpe Ratio | 1.09 |
| Alpha | -1.78 |
| Beta | 0.93 |
| 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 | 2.56 | 21.61 | 20.53 | 23.36 | 14.15 |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 26.92 | - | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 8.29 | 22.66 | 20.46 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 8.21 | - | - | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 4.67 | - | - | - | - |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 4.46 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 4.42 | 26.31 | 25.31 | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 4.15 | 22.67 | 22.64 | 24.31 | 13.92 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 3.64 | 23.43 | 23.67 | 25.96 | 14.61 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 2.58 | 24.18 | 24.0 | 27.1 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.43%
Others
4.31%
Large Cap
43.45%
Mid Cap
24.82%
