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

Fund House: Sundaram Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY500 MULTICAP 50:25:25 TRI

Total Assets: 2615.29 As on (31-03-2025)

Expense Ratio: 2.01% As on (31-03-2025)

Turn over: 81.00% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

NAV as on 24-04-2025

357.9582

-0.8632

CAGR Since Inception

15.46%

NIFTY500 MULTICAP 50:25:25 TRI 16.06%

PERFORMANCE

Scheme Performance  (%) 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 9.16 14.91 25.26 13.87 15.46
NIFTY500 MULTICAP 50:25:25 TRI 7.42 17.07 29.17 14.92 16.06
Equity: Multi Cap 8.19 18.15 27.62 14.59 14.63

Funds Manager

Ratish Varier, Sudhir Kedia, Rohit Seksaria

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Multi Cap Fund Gr 01-01-2013 9.16 24.0 14.91 25.26 13.87
SBI Multicap Fund Reg Gr 05-03-2022 16.12 26.23 17.29 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 13.92 0.0 0.0 0.0 0.0
Axis Multicap Fund Reg Gr 05-12-2021 13.6 31.25 20.69 0.0 0.0
LIC MF Multi Cap Fund Reg Gr 31-10-2022 13.48 26.82 0.0 0.0 0.0
Invesco India Multi Cap Gr 17-03-2008 11.07 26.83 17.65 25.98 13.62
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 10.85 0.0 0.0 0.0 0.0
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 10.84 0.0 0.0 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 9.99 28.74 20.08 28.18 14.57
Nippon India Multi Cap Gr Gr 25-03-2005 8.75 29.9 22.84 32.94 14.48

Asset Allocation (%)

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 - - - - - -