Sundaram Multi Cap 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: Equity |
| Benchmark: Nifty500 Multicap 50:25:25 TRI |
| TER: 2.29% As on (30-10-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,814.69 Cr As on 30-10-2026(Source:AMFI) |
| Turn over: 47.1% | Exit Load: Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil |
58.7901
0.22 (0.3725%)
10.84%
Benchmark: 15.31%
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 Income Distribution Cum Capital Withdrawal Option (IDCW) | 02-01-2013 | -7.85 | -0.27 | 10.74 | 9.78 | 12.05 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.35%
Others
2.95%
Large Cap
36.15%
Mid Cap
27.55%
