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 17-04-2025

351.7705

3.3251

CAGR Since Inception

15.39%

NIFTY500 MULTICAP 50:25:25 TRI 15.92%

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 8.96 13.56 24.26 13.22 15.39
NIFTY500 MULTICAP 50:25:25 TRI 6.51 15.43 27.98 14.12 15.92
Equity: Multi Cap 7.65 16.61 26.36 13.95 13.63

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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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 01-01-2013 8.96 22.78 13.56 24.26 13.22
SBI Multicap Fund Reg Gr 05-03-2022 17.17 25.26 16.34 0.0 0.0
LIC MF Multi Cap Fund Reg Gr 31-10-2022 14.06 25.62 0.0 0.0 0.0
Axis Multicap Fund Reg Gr 05-12-2021 13.0 30.28 18.79 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 12.65 0.0 0.0 0.0 0.0
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 10.46 0.0 0.0 0.0 0.0
Invesco India Multi Cap Gr 17-03-2008 10.22 25.41 16.35 24.87 12.98
ICICI Pru Multi Cap Gr 01-10-1994 9.4 27.57 18.53 26.49 14.01
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 9.37 0.0 0.0 0.0 0.0
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 8.96 25.41 15.48 26.75 12.97

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 - - - - - -