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Sundaram Multi Cap Fund - Series I Growth Return

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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

Summary

Sundaram Multi Cap Fund - Series I Growth NAV is ₹17.3655 as of 17 May, 2026. Sundaram Multi Cap Fund - Series I Growth has delivered 70.55% returns since its launch. The minimum SIP investment amount in Sundaram Multi Cap Fund - Series I Growth is ₹0. The AUM of Sundaram Multi Cap Fund - Series I Growth is ₹147 Cr. The expense ratio of the fund is 1.35%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Multi Cap Fund - Series I Growth has delivered 0.47% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.47-0.1413.22
6M-2.501.3164.49
1Y11.694.14137.57
3Y19.4811.77202.94

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
DSP Value Fund Growth41702.98 CR1.85
ICICI Prudential Business Cycle Fund Growth515813.44 CR1.68
Sundaram Multi Cap Fund - Series I Growth0146.73 CR1.35
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundDSP Value Fund Growth12.883669.9693
This FundICICI Prudential Business Cycle Fund Growth3.672170.028
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.