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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Category: Equity: Multi Cap
Launch Date: 05-01-2013
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 1.96% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,914.78 Cr As on (30-09-2024)
Turn over: 81
NAV as on 11-10-2024

385.2646

0.42 (0.1102%)

CAGR Since Inception

16.19%

Nifty 500 Multicap 50:25:25 TRI 16.96%

PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Scheme Performance (%) Data as on - 11-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 37.98 16.47 22.35 15.52 16.19
NIFTY500 MULTICAP 50:25:25 TRI 40.95 19.11 26.02 16.72 16.96
Equity: Multi Cap 42.16 20.02 25.22 16.81 25.68

Yearly Performance (%)

Fund Managers

Ratish Varier, Sudhir Kedia, Rohit Seksaria

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

RETURNS CALCULATOR for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 12.58 0.93 -0.2 0.89 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Period
Data as on - 11-10-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 37.98 27.85 16.47 22.35 15.52
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 50.54 36.68 0.0 0.0 0.0
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 49.21 0.0 0.0 0.0 0.0
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 48.3 38.59 24.93 0.0 0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 47.84 33.37 18.58 25.55 15.75
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 47.52 0.0 0.0 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 46.18 33.57 19.47 24.59 16.66
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 45.16 0.0 0.0 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 44.73 36.61 26.49 27.28 16.52
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 44.34 33.68 20.01 27.58 0.0

PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Asset Allocation (%)