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

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Category: Equity: Multi Cap
Launch Date: 02-01-2013
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 0.9% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,772.13 Cr As on (31-12-2024)
Turn over: 81
NAV as on 14-01-2025

391.3189

3.01 (0.7701%)

CAGR Since Inception

16.73%

Nifty 500 Multicap 50:25:25 TRI 16.28%

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

Scheme Performance (%) Data as on - 14-01-2025

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)-Direct Plan - Growth Option 13.08 13.11 19.7 14.86 16.73
NIFTY500 MULTICAP 50:25:25 TRI 14.3 15.42 21.58 14.91 16.28
Equity: Multi Cap 14.49 16.0 20.74 14.58 16.56

Yearly Performance (%)

Nav Movement

Fund Managers

Ratish Varier, Sudhir Kedia, Rohit Seksaria

Investment Objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

RETURNS CALCULATOR for Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - 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.

Riskometer

Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - 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)-Direct Plan - Growth Option 12.59 0.73 0.3 0.9 - -
Equity: Multi Cap - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 14-01-2025
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)-Direct Plan - Growth Option 02-01-2013 13.08 23.56 13.11 19.7 14.86
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 23.09 28.86 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 22.07 31.53 18.47 0.0 0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 20.53 27.1 14.89 22.18 13.75
Invesco India Multicap Fund - Growth Option 17-03-2008 19.69 26.53 14.74 20.86 14.07
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 19.34 0.0 0.0 0.0 0.0
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 18.4 21.73 0.0 0.0 0.0
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 17.59 0.0 0.0 0.0 0.0
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 17.29 0.0 0.0 0.0 0.0
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 17.29 29.84 21.03 0.0 0.0

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

Asset Allocation (%)