Sundaram Multi Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 41.64 | 22.79 | 18.58 | 15.34 |
Average Rolling Returns(%) | 18.82 | 17.37 | 14.91 | 13.06 |
The Current NAV of Sundaram Multi Cap Fund - Growth is ₹340.56.
You can consider SIP in Sundaram Multi Cap Fund - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Multi Cap Fund - Growth fund’s expense ratio is 1.99%
The process for redemption is
The AUM of Sundaram Multi Cap Fund - Growth is currently ₹2,498 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.
Top three sectors of Sundaram Multi Cap Fund - Growth fund are BFSI, IT and Capital Goods accounting for 45% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Multi Cap Fund - Growth Fund is Equity - Multi Cap Fund.
Sudhir Kedia and Ratish Varier manage the Sundaram Multi Cap Fund - Growth Fund.
Sundaram Multi Cap Fund - Growth current PE ratio is 42.33 and PB ratio is 6.93
The asset allocation of Sundaram Multi Cap Fund - Growth is Stocks : 94.81%, Debt : 1.93% and Gold : 3.25%
The minimum SIP amount for Sundaram Multi Cap Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Multi Cap Fund - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days