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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 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.420.9618.97
6M0.261.2264.49
1Y11.544.42137.57
3Y19.6712.93202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-06-30
View allocation % by

1. TREPS53.38%
2. Reverse Repo43.73%
3. Cash & Other Net Current Assets2.89%

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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMahindra Manulife Focused Fund Growth42026.71 CR2.01
This FundUTI Small Cap Fund Growth14163.68 CR1.86
This FundSundaram Multi Cap Fund - Series II Growth088.44 CR1.35
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundMahindra Manulife Focused Fund Growth2.42566.7942
This FundUTI Small Cap Fund Growth6.356968.3698
This FundSundaram Multi Cap Fund - Series II Growth7.409868.676
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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%
Returns of Sundaram Multi Cap Fund - Series II Growth are updated daily based on NAV of ₹ 17.7406 as on Jul 12,2023. Since inception, the return has been 71.37%.

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