Multi Capregulargrowth
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.05%
1 Month-11.64%
3 Months-13.68%
6 Months-11.53%
1 Year-4.20%
3 Years (CAGR)+13.62%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+7.58%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.04%
3 Year SIP+1.61%
5 Year SIP—
Since Inception (Jan 2022)+5.88%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149667
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.
About This Fund
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option is a Multi Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations