Sundaram Multi Cap Fund - Series II Growth Return

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

Sundaram Multi Cap Fund - Series II Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹88 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

Nil

Benchmark

BSE 500 Total Return

Sundaram Multi Cap Fund - Series II Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.42-0.009.13
6M0.261.5525.87
1Y11.544.9152.12
3Y19.6713.33152.35

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

Sundaram Multi Cap Fund - Series II Growth managed by Sundaram Mutual Fund,is a Multi-capscheme 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
Bank of India Multi Cap Fund Growth11,258 CR2.53
Sundaram Multi Cap Fund - Series II Growth088 CR1.35
Kotak Gold ETF Growth013,566 CR0.52
Fund Name1Y3Y
This FundBank of India Multi Cap Fund Growth16.95868.2313
This FundSundaram Multi Cap Fund - Series II Growth7.409868.676
This FundKotak Gold ETF Growth52.1222152.3463

Sundaram Multi Cap Fund - Series II Growth 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.