| Category: Equity: Multi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| Expense Ratio: 2.06% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,416.58 Cr As on (28-02-2025) |
| Turn over: 81 |
| 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 | 10.5 | 13.27 | 25.69 | 12.87 | 15.29 |
| NIFTY500 MULTICAP 50:25:25 TRI | 5.81 | 15.02 | 28.31 | 13.54 | 15.69 |
| Equity: Multi Cap | 10.17 | 16.5 | 28.21 | 13.53 | 12.49 |
Ratish Varier, Sudhir Kedia, Rohit Seksaria
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.
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 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 | 0.43 | -1.77 | 0.92 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
Portfolio as on
