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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: 2.01% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,374.04 Cr As on (31-03-2024)
Turn over: 73
NAV (₹): 322.8583
₹ 0.62 ( 0.1926%)
as on 19-04-2024
CAGR Since Inception - 15.67%
Nifty 500 Multicap 50:25:25 TRI - 16.41%

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 - 19-04-2024

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 38.43 21.17 16.23 16.22 15.67
NIFTY500 MULTICAP 50:25:25 TRI 45.88 22.9 19.67 17.56 16.41
Equity: Multi Cap 45.91 24.56 20.63 17.89 21.15

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 12.87 1.06 1.21 0.92 - -
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 05-01-2013 38.43 17.45 21.17 16.23 16.22
HSBC Multi Cap Fund Reg Gr 30-01-2023 58.21 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 29-09-2021 57.55 30.64 0.0 0.0 0.0
ITI Multi Cap Reg Gr 15-05-2019 52.37 27.64 18.42 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 52.12 0.0 0.0 0.0 0.0
Nippon India Multi Cap Gr Gr 25-03-2005 51.9 29.64 32.24 20.42 17.56
Quant Active Fund Gr 21-03-2001 51.06 21.76 27.2 28.3 22.86
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 50.86 20.17 25.83 22.87 0.0
Axis Multicap Fund Reg Gr 05-12-2021 50.05 23.72 0.0 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 48.93 25.18 25.21 18.09 17.17

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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