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 (31-07-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,831.12 Cr As on (31-07-2024) |
| Turn over: 81% |
388.1529
5.72 (1.4736%)
16.28%
Nifty 500 Multicap 50:25:25 TRI 17.11%
PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Scheme Performance (%)
Data as on - 12-09-2024Yearly Performance (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
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 | 0.94 | -0.77 | 0.89 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
| 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 | 39.28 | 24.83 | 18.77 | 23.02 | 15.09 |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 53.25 | 36.52 | 0.0 | 0.0 | 0.0 |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 52.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 51.98 | 33.56 | 0.0 | 0.0 | 0.0 |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 48.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 48.57 | 30.6 | 20.33 | 25.32 | 16.16 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 48.08 | 33.2 | 19.7 | 19.8 | 0.0 |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 47.61 | 30.34 | 21.25 | 26.08 | 15.23 |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 46.92 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 46.62 | 32.46 | 23.07 | 24.29 | 16.11 |