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Sundaram Multi Cap Fund - Series II Growth Return

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

Sundaram Multi Cap Fund - Series II Growth Fund Overview

Min. investment

SIP ₹0 & 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(%)
1M0.420.129.65
6M0.261.5464.49
1Y11.543.85137.57
3Y19.6711.82202.94

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

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
Bandhan Midcap Fund Growth12205.4 CR2.01
Edelweiss Recently Listed IPO Fund Growth41003.83 CR2.24
Sundaram Multi Cap Fund - Series II Growth088.44 CR1.35
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundBandhan Midcap Fund Growth6.179967.6696
This FundEdelweiss Recently Listed IPO Fund Growth17.977268.5041
This FundSundaram Multi Cap Fund - Series II Growth7.409868.676
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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.