• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Multi Cap Fund (Growth)

Formerly Principal Multi Cap Growth Gr

Sundaram Mutual Fund

Sundaram Multi Cap Fund (Growth)

EquityMulti Cap

246.9975

NAV (Dec 02)

11.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in multi cap mutual funds.

Multi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

246.9975

NAV (Dec 2)

Fund Returns

Last 1Y

4.9%

Last 3Y

20%

Last 5Y

11.2%

Last 10Y

15.9%

Since Inception

15.6%

6 Month CAGR

11.8%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Expense Ratio

2.14

Launched (22y ago)

Oct 25, 2000

AUM in Crores

1898.964

ISIN

INF173K01940

Lock-in

No Lock-in

Benchmark

Nifty 500 Multicap 50:25:25 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

21.7

Standard Deviation (5yr)

19.3

Beta (3yr)

0.88

Beta (5yr)

0.89

Sharpe Ratio (3yr)

0.756

Sharpe Ratio (5yr)

0.376

YTM

0

Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ratish Varier

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

reliance industries ltd

5.7%
5.7%

icici bank ltd

4.8%
4.8%

state bank of india

4.7%
4.7%

hdfc bank ltd

4.2%
4.2%

axis bank ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

29%
29%

industrials

17.2%
17.2%

consumer cyclical

13.3%
13.3%

technology

7.8%
7.8%

basic materials

7.6%
7.6%
See all sectors

Compare Sundaram Multi Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Multi Cap Fund (G) Review

    Sundaram Multi Cap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 15.6% over a period of 22 years. The fund was previously known as Principal Multi Cap Growth Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, Rohit Seksaria, Sudhir Kedia.

    Nav of Sundaram Multi Cap Fund (G) as of 12/2/2022 is ₹247.00 with the total AUM as of 12/3/2022 is ₹1898.964. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Cap Fund (G) was launched on Oct 25, 2000. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Multi Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Multi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 TR INR.

    Sundaram Multi Cap Fund (G) is rated as a 2 fund in Equity and delivered 4.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Multi Cap Fund (G).

    Frequently Asked Questions

    What is Sundaram Multi Cap Fund (G)?

    Sundaram Multi Cap Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Multi Cap Fund (G)?

    You can invest in Sundaram Multi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Multi Cap Fund (G)?

    The minimum sip amount for Sundaram Multi Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Multi Cap Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Multi Cap Fund (G) is a Neutral fund. You can investSundaram Multi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Multi Cap Fund (G)?

    The expense ratio of the Sundaram Multi Cap Fund (G) is 2.14% for regular plan.