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: 1.98% As on (31-05-2024)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,725.78 Cr As on (30-06-2024)
Turn over: 81

NAV as on 26-07-2024

375.5786

5.59 (1.4885%)

CAGR Since Inception

16.22%

Nifty 500 Multicap 50:25:25 TRI 16.96%

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

Scheme Performance (%) Data as on - 26-07-2024

	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	41.57	20.0	21.26	15.68	16.22
NIFTY500 MULTICAP 50:25:25 TRI	43.27	22.18	24.85	16.63	16.96
Equity: Multi Cap	45.93	22.66	24.58	17.18	27.46

Yearly Performance (%)

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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.

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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	1.01	-0.31	0.9	-	-
Equity: Multi Cap	-	-	-	-	-	-

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

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Period

Data as on - 26-07-2024

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	41.57	29.39	20.0	21.26	15.68
HSBC Multi Cap Fund - Regular - Growth	30-01-2023	57.94	0.0	0.0	0.0	0.0
Kotak Multicap Fund-Regular Plan-Growth	29-09-2021	55.19	41.88	0.0	0.0	0.0
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	51.69	36.4	0.0	0.0	0.0
ITI Multi Cap Fund - Regular Plan - Growth Option	15-05-2019	51.33	38.05	19.5	19.38	0.0
Bank of India Multi Cap Fund Regular Plan - Growth	03-03-2023	51.27	0.0	0.0	0.0	0.0
LIC MF Multi Cap Fund-Regular Plan-Growth	31-10-2022	50.47	0.0	0.0	0.0	0.0
Quant Active Fund-GROWTH OPTION - Regular Plan	21-03-2001	48.9	34.32	24.07	32.37	21.57
HDFC Multi Cap Fund - Growth Option	07-12-2021	48.24	39.85	0.0	0.0	0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	47.98	40.24	31.49	25.64	17.0