Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
(Erstwhile Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option)
Fund House: Sundaram Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 02-01-2013 |
| 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| Turn over: 81% | Exit Load: If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: No Exit Load, If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: Exit load of 1% of the applicable NAV will be charged |
66.7343
-0.79 (-1.1856%)
11.6%
Benchmark: 16.23%
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
-7 Years 0 Months
1 Years 8 Months
8 Years 8 Months
There is no value for 10x
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 | 12.58 |
| Sharpe Ratio | 1.07 |
| Alpha | 2.28 |
| 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 02-01-2013 | 4.71 | 22.2 | 21.17 | 25.4 | 13.71 |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 23.78 | - | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 9.57 | 21.89 | 19.48 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 9.14 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 5.66 | 25.33 | 23.93 | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 4.16 | - | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 3.6 | 21.09 | 21.05 | 23.67 | 13.55 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 3.38 | 22.97 | 25.66 | 31.27 | 14.66 |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 3.21 | - | - | - | - |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 2.54 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.33%
Others
2.18%
Large Cap
44.69%
Mid Cap
25.83%
