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

Fund House: Sundaram Mutual Fund
Category: Equity: Multi Cap
Launch Date: 02-01-2013
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.16% As on (31-07-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,832.6 Cr As on (31-07-2022)
Turn over: 69% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

247.0745

15.78%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 Multicap 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-9 Years 0 Months
-6 Years -11 Months
-6 Years -8 Months
2 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio 0.82
Alpha 0.16
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 02-01-2013 8.13 35.08 23.67 12.88 17.5
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 16.92 43.72 23.18 14.05 15.66
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 12.24 45.03 37.69 22.22 22.04
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 5.96 36.59 26.61 14.8 -
ICICI Prudential Multicap Fund - Growth 01-10-1994 5.78 32.56 18.86 12.45 15.8
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 4.09 33.75 22.99 12.13 14.43
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 3.29 - - - -
Invesco India Multicap Fund - Growth Option 17-03-2008 1.47 31.14 21.57 11.41 18.25
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 -3.9 21.54 11.29 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.8%

Others

5.46%

Large Cap

42.83%

Mid Cap

25.92%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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