Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹147 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 I Growth include a ₹17.3655 NAV as of Jun 28,2023 and returns since inception of 70.55%. Minimum investments start at SIP ₹0. The Sundaram Multi Cap Fund - Series I Growth AUM is ₹147 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 0.47% returns, against a category average of -0.46% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.47 | -0.46 | 16.99 |
| 6M | -2.50 | 2.53 | 64.49 |
| 1Y | 11.69 | 6.04 | 137.57 |
| 3Y | 19.48 | 13.86 | 202.94 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2023-05-31
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth | 0 | 13.04 CR | 1.74 |
| This FundSundaram Multi Cap Fund - Series I Growth | 0 | 146.73 CR | 1.35 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth | -3.0098 | 70.4186 |
| This FundSundaram Multi Cap Fund - Series I Growth | 11.6867 | 70.5493 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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%
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.
Min Inv Amount: ₹500