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Sundaram Multi Cap Fund - Series I Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Multi Cap Fund - Series I Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹147 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

Nil

Benchmark

BSE 500 Total Return

Sundaram Multi Cap Fund - Series I Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.47-0.919.57
6M-2.501.4764.49
1Y11.693.83137.57
3Y19.4810.21202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-05-31
View allocation % by

1. TREPS97.30%
2. Cash & Other Net Current Assets2.70%

About Fund Sundaram Multi Cap Fund - Series I Growth

Sundaram Multi Cap Fund - Series I Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹147 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
Kotak Multicap Fund Growth428074.19 CR1.73
Axis Multicap Fund Growth410457.27 CR2.06
Sundaram Multi Cap Fund - Series I Growth0146.73 CR1.35
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundKotak Multicap Fund Growth7.40769.4857
This FundAxis Multicap Fund Growth6.602769.5691
This FundSundaram Multi Cap Fund - Series I Growth11.686770.5493
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Multi Cap Fund - Series I Growth FAQs

Sundaram Multi Cap Fund - Series I 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 I 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 I Growth’s fund performance is as follows:
  • 1 Month : 0.47%
  • 6 Months : -2.50%
  • 1 Year : 11.69%
  • 3 Years : 19.48%
Returns of Sundaram Multi Cap Fund - Series I Growth are updated daily based on NAV of ₹ 17.3655 as on Jun 28,2023. Since inception, the return has been 70.55%.

You can invest in Sundaram Multi Cap Fund - Series I 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 I Growth is ₹147 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Multi Cap Fund - Series I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.