Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
Expense Ratio: 1.99% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,842.03 Cr As on (31-07-2025) |
Turn over: 81 |
376.601
-0.64 (-0.1696%)
15.49%
NIFTY500 MULTICAP 50:25:25 TRI 15.99%
PERFORMANCE of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Scheme Performance (%) Data as on - 14-08-2025
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 | 2.29 | 16.28 | 21.87 | 13.76 | 15.49 |
NIFTY500 MULTICAP 50:25:25 TRI | 0.75 | 18.22 | 24.15 | 14.66 | 15.99 |
Equity: Multi Cap | 1.31 | 18.83 | 23.78 | 14.19 | 14.29 |
Yearly Performance (%)
Fund Managers
FM1: Mr. Sudhir Kedia; FM2- Mr. Ratish B. Varier
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.9 | -0.69 | 0.9 | - | - |
Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION
PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Portfolio as on