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

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Category: Equity: Multi Cap
Launch Date: 05-01-2013
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 1.99% As on (30-12-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 277.21 Cr As on (31-12-2024)
Turn over: 81

NAV as on 21-01-2025

352.3199

-5.86 (-1.6647%)

CAGR Since Inception

15.56%

Nifty 500 Multicap 50:25:25 TRI 16.15%

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

Scheme Performance (%) Data as on - 21-01-2025

	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	12.07	12.95	18.31	13.11	15.56
NIFTY500 MULTICAP 50:25:25 TRI	11.35	15.51	20.87	14.29	16.15
Equity: Multi Cap	14.43	17.12	20.68	14.16	16.13

Yearly Performance (%)

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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)

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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.

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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	0.65	-0.85	0.9	-	-
Equity: Multi Cap	-	-	-	-	-	-

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

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Period

Data as on - 21-01-2025

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	12.07	22.42	12.95	18.31	13.11
LIC MF Multi Cap Fund-Regular Plan-Growth	31-10-2022	22.95	28.74	0.0	0.0	0.0
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	22.1	31.22	19.11	0.0	0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option	12-09-2003	20.41	26.7	16.15	22.11	13.3
SBI Multicap Fund- Regular Plan- Growth Option	05-03-2022	20.18	22.98	0.0	0.0	0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth	22-09-2023	18.58	0.0	0.0	0.0	0.0
Invesco India Multicap Fund - Growth Option	17-03-2008	18.27	25.63	15.54	20.14	13.62
Edelweiss Multi Cap Fund - Regular Plan - Growth	26-10-2023	17.16	0.0	0.0	0.0	0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	16.61	28.09	22.1	22.36	13.58
Kotak Multicap Fund-Regular Plan-Growth	03-09-2021	15.71	29.99	22.53	0.0	0.0

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

Asset Allocation (%)