Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹88 Cr
Lock In Period
N/A
Expense Ratio
1.35
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for Sundaram Multi Cap Fund - Series II Growth include a ₹17.7406 NAV as of Jul 12,2023 and returns since inception of 71.37%. Minimum investments start at SIP ₹0. The Sundaram Multi Cap Fund - Series II Growth AUM is ₹88 Cr, with a lock-in of N/A years, expense ratio of 1.35%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.42% returns, against a category average of -2.26% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.42 | -2.26 | 7.74 |
| 6M | 0.26 | -0.14 | 64.49 |
| 1Y | 11.54 | 3.37 | 137.57 |
| 3Y | 19.67 | 11.67 | 202.94 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2023-06-30
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About Fund
Sundaram Multi Cap Fund - Series II Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹88 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.35. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Business Cycle Fund Growth | 0 | 16201.8 CR | 1.67 |
| This FundInvesco India Focused Fund Growth | 5 | 4916.54 CR | 1.81 |
| This FundSundaram Multi Cap Fund - Series II Growth | 0 | 88.44 CR | 1.35 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Business Cycle Fund Growth | 2.8571 | 67.6275 |
| This FundInvesco India Focused Fund Growth | -9.1786 | 68.0942 |
| This FundSundaram Multi Cap Fund - Series II Growth | 7.4098 | 68.676 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Sundaram Multi Cap Fund - Series II Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Multi Cap Fund - Series II Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Multi Cap Fund - Series II Growth’s fund performance is as follows:
- 1 Month : 0.42%
- 6 Months : 0.26%
- 1 Year : 11.54%
- 3 Years : 19.67%
You can invest in Sundaram Multi Cap Fund - Series II Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Multi Cap Fund - Series II Growth is ₹88 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Multi Cap Fund - Series II Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500