Sundaram Multi Cap Fund Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty500 Multicap 50:25:25 TRI |
| TER: 1.96% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,807.3 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 47.1% | Exit Load: Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D |
389.8506
6.03 (1.5461%)
15.06%
Benchmark: 15.49%
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 | 15.93 |
| Sharpe Ratio | 0.58 |
| Alpha | -1.42 |
| 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 Growth Option | 01-01-2013 | 1.42 | 2.2 | 14.89 | 12.87 | 14.0 |
| Groww MultiCap Fund - Regular - Growth | 16-12-2024 | 13.57 | - | - | - | - |
| Bank Of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 10.27 | 6.4 | 20.19 | - | - |
| Tata MultiCap Fund - Regular Plan - Growth | 05-02-2023 | 8.69 | 2.87 | 12.33 | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 7.89 | 2.63 | 17.68 | 12.46 | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 7.6 | 5.0 | 18.66 | - | - |
| Union MultiCap Fund - Regular Plan - Growth Option | 19-12-2022 | 7.25 | 5.15 | 16.12 | - | - |
| Kotak MultiCap Fund-Regular Plan-Growth | 03-09-2021 | 6.81 | 4.22 | 19.34 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 6.52 | 7.96 | - | - | - |
| MahIndra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 6.22 | 4.67 | 18.31 | 16.12 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.62%
Others
3.2%
Large Cap
46.74%
Mid Cap
22.44%
