Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
| Category: Equity: Multi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| Expense Ratio: 2.01% As on ( 31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,615.29 Cr As on ( 31-03-2025) |
| Turn over: 81 |
NAV (₹):
354.8892
₹ -0.66 ( -0.1863%)
as on
02-05-2025
CAGR
Since Inception -
15.4%
NIFTY500 MULTICAP 50:25:25 TRI -
15.97%
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.
PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Scheme Performance (%) Data as on - 02-05-2025
| 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 | 5.46 | 15.26 | 23.66 | 13.78 | 15.4 |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.57 | 17.02 | 27.33 | 14.87 | 15.97 |
| Equity: Multi Cap | 4.37 | 18.26 | 25.78 | 14.43 | 13.76 |
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.
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 | 0.46 | -1.26 | 0.93 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap Fund Gr | 01-01-2013 | 5.46 | 22.44 | 15.26 | 23.66 | 13.78 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 12.78 | 23.93 | 16.99 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 10.31 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund Reg Gr | 05-12-2021 | 10.31 | 28.96 | 20.67 | 0.0 | 0.0 |
| LIC MF Multi Cap Fund Reg Gr | 31-10-2022 | 8.89 | 24.64 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Multi Cap Gr | 01-10-1994 | 7.97 | 26.91 | 20.35 | 26.27 | 14.39 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 7.29 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss Multi Cap Fund Reg Gr | 26-10-2023 | 7.04 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Multi Cap Gr | 17-03-2008 | 6.53 | 24.47 | 18.27 | 24.13 | 13.45 |
| Mirae Asset Multicap Fund Reg Gr | 01-08-2023 | 5.68 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Portfolio as on