| Category: Equity: Multi Cap |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| Expense Ratio: 2.09% As on (30-04-2023) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,850.73 Cr As on (30-04-2023) |
| Turn over: 68 |
Scheme Performance (%) Data as on - 08-06-2023
| 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 | 14.25 | 25.28 | 10.47 | 15.73 | 14.98 |
| NIFTY500 MULTICAP 50:25:25 TRI | 14.51 | 31.14 | 12.77 | 15.99 | 15.29 |
| Equity: Multi Cap | 19.58 | 28.02 | 14.08 | 16.7 | 11.43 |
Yearly 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.
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 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 | 14.33 | 1.46 | 0.81 | 0.92 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
| 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 | 14.25 | 10.01 | 25.28 | 10.47 | 15.73 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 28.7 | 21.54 | 35.4 | 15.07 | 16.08 |
| HDFC Multi Cap Fund - Growth Option | 01-12-2021 | 27.97 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 24.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | 02-12-2021 | 21.27 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 21.24 | 11.67 | 26.27 | 12.62 | 15.61 |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 19.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 18.85 | 2.75 | 17.28 | 0.0 | 0.0 |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 18.72 | 12.97 | 28.49 | 13.26 | 14.32 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 18.23 | 8.39 | 24.95 | 10.94 | 17.17 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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