• Home
  • Mutual Fund Research
  • Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option
Category: Equity: Multi Cap
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 2.01% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 2,615.29 Cr As on ( 31-03-2025)
Turn over: 81
NAV as on 30-04-2025
62.5609
-0.27 ( -0.4335% )
CAGR Since Inception
11.43%
NIFTY500 MULTICAP 50:25:25 TRI 16.01%
Performance of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option
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)- Half Yearly Income Distribution CUM Capital Withdrawal Option
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.

Key Performance and Risk Statistics of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal 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)- Half Yearly Income Distribution CUM Capital Withdrawal Option 12.58 1.07 2.28 0.92 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Multi Cap Fund Half Yearly IDCW 02-01-2013 8.74 25.21 17.39 26.65 13.71
SBI Multicap Fund Reg Gr 05-03-2022 13.12 24.32 16.91 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 11.07 0.0 0.0 0.0 0.0
Axis Multicap Fund Reg Gr 05-12-2021 10.89 28.99 20.44 0.0 0.0
LIC MF Multi Cap Fund Reg Gr 31-10-2022 9.31 24.96 0.0 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 8.31 27.09 20.0 26.33 14.42
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 7.96 0.0 0.0 0.0 0.0
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 7.91 0.0 0.0 0.0 0.0
Invesco India Multi Cap Gr 17-03-2008 7.5 24.84 18.03 24.27 13.52
Sundaram Multi Cap Fund Gr 01-01-2013 6.45 22.69 15.07 23.71 13.8

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp