- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Multi Cap Fund (Growth)
Formerly Principal Multi Cap Growth Gr
Multi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 300.9693
NAV (Dec 7)
Fund Returns
Last 1Y | 22.9% |
Last 3Y | 23.9% |
Last 5Y | 17.4% |
Last 10Y | 17.4% |
Since Inception | 15.9% |
6 Month CAGR | 20.5% |
Scheme Information
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.
Expense Ratio | 2.07 |
Launched (23y ago) | Oct 25, 2000 |
AUM in Crores | 2039.727 |
ISIN | INF173K01940 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.5 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 1.267 |
Sharpe Ratio (5yr) | 0.637 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Multi Cap Fund (Growth) | 11,34,388 | 4,01,776 | 17.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.2%treps
4.5%reliance industries ltd
4.5%hdfc bank ltd
4%ksb ltd
3.1%Allocation by Sector
financial services
26.9%industrials
16.1%consumer cyclical
13.6%healthcare
9.1%consumer defensive
5.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.6% | ||
25.1% | 21% | ||
23.5% | 13% | ||
21.7% | 14.9% | ||
12.4% | 7.6% |
Sundaram Multi Cap Fund (G) Review
Sundaram Multi Cap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 15.9% over a period of 23 years. The fund was previously known as Principal Multi Cap Growth Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Multi Cap Fund (G) as of 12/7/2023 is ₹300.97 with the total AUM as of 12/8/2023 is ₹2039.727. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Cap Fund (G) was launched on Oct 25, 2000. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Multi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Multi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 TR INR.
Sundaram Multi Cap Fund (G) is rated as a 2 fund in Equity and delivered 22.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Multi Cap Fund (G).
Frequently Asked Questions
What is Sundaram Multi Cap Fund (G)?
How to invest in Sundaram Multi Cap Fund (G)?
You can invest in Sundaram Multi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Multi Cap Fund (G)?
The minimum sip amount for Sundaram Multi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Multi Cap Fund (G) good to invest in?
As per Scripbox experts, Sundaram Multi Cap Fund (G) is a Neutral fund. You can investSundaram Multi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Multi Cap Fund (G)?
The expense ratio of the Sundaram Multi Cap Fund (G) is 2.07% for regular plan.