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: 05-01-2013

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: Nifty 500 Multicap 50:25:25 TRI

Total Assets: 2098.70144 As on (31-08-2023)

Expense Ratio: 2.07% As on (31-07-2023)

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 26-09-2023

276.1387

-0.1185

CAGR Since Inception

15.3%

Nifty 500 Multicap 50:25:25 TRI 15.8%

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 17.4 25.62 13.3 17.11 15.3
NIFTY500 MULTICAP 50:25:25 TRI 20.41 28.85 16.19 18.23 15.8
Equity: Multi Cap 23.19 29.03 16.89 18.39 15.21

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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Period

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

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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 05-01-2013 17.4 7.81 25.62 13.3 17.11
HDFC Multi Cap Fund Gr 10-12-2021 31.74 0.0 0.0 0.0 0.0
Nippon India Multi Cap Gr Gr 25-03-2005 30.32 19.72 38.84 18.04 18.29
Kotak Multicap Fund Reg Gr 29-09-2021 29.6 0.0 0.0 0.0 0.0
ITI Multi Cap Reg Gr 15-05-2019 25.85 7.34 21.82 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 25.03 11.5 29.19 14.02 16.95
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 24.71 11.16 31.12 19.46 0.0
Axis Multicap Fund Reg Gr 05-12-2021 23.16 0.0 0.0 0.0 0.0
Bandhan Multi Cap Fund Reg Gr 02-12-2021 22.76 0.0 0.0 0.0 0.0
Invesco India Multi Cap Gr 17-03-2008 21.06 7.36 25.63 14.33 19.23

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 13.87 1.34 2.2 0.92 - -
Equity: Multi Cap - - - - - -