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 (30-11-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 276.02 Cr As on (29-11-2024)
Turn over: 81

NAV as on 20-12-2024

367.9684

-6.36 (-1.728%)

CAGR Since Inception

15.83%

Nifty 500 Multicap 50:25:25 TRI 16.51%

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

Scheme Performance (%) Data as on - 20-12-2024

	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	21.11	17.14	19.46	14.37	15.83
NIFTY500 MULTICAP 50:25:25 TRI	23.56	19.95	22.9	15.58	16.51
Equity: Multi Cap	27.33	21.31	22.39	15.41	20.2

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	0.75	-0.92	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 - 20-12-2024

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	21.11	23.37	17.14	19.46	14.37
LIC MF Multi Cap Fund-Regular Plan-Growth	31-10-2022	36.16	30.61	0.0	0.0	0.0
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	35.37	33.05	0.0	0.0	0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option	12-09-2003	34.83	29.85	21.01	23.91	14.68
Invesco India Multicap Fund - Growth Option	17-03-2008	33.42	29.52	21.02	22.97	15.22
Edelweiss Multi Cap Fund - Regular Plan - Growth	26-10-2023	32.35	0.0	0.0	0.0	0.0
Kotak Multicap Fund-Regular Plan-Growth	03-09-2021	32.32	32.35	27.15	0.0	0.0
HSBC Multi Cap Fund - Regular - Growth	30-01-2023	32.17	0.0	0.0	0.0	0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth	22-09-2023	31.76	0.0	0.0	0.0	0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	29.88	30.66	27.49	24.29	14.91

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

Asset Allocation (%)