- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Multi Cap Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 389.935
NAV (Sep 13)
Fund Returns
Last 1Y | 39.3% |
Last 3Y | 18.7% |
Last 5Y | 23% |
Last 10Y | 15.1% |
Since Inception | 16.3% |
6 Month CAGR | 22.3% |
Scheme Information
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Expense Ratio | 1.98 |
Launched (0y ago) | 1.98 |
AUM in Crores | 2853.5 |
ISIN | INF173K01940 |
Lock-in | |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.8 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Multi Cap Fund (G) | 13,21,020 | 5,88,408 | 23% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Reliance Industries Ltd.
5.9%HDFC Bank Ltd.
4.3%Others
4.1%Power Finance Corporation Ltd.
3.3%Larsen & Toubro Ltd.
3.1%Allocation by Sector
Financial
20.336076%Energy
9.871669%Capital Goods
9.248609%Automobile
8.755384%Technology
8.655317%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.291% | 22.559% | ||
18.734% | 15.236% | ||
11.107% | 8.542% | ||
5.577% | 4.937% | ||
18.979% | 12.175% |
Sundaram Multi Cap Fund (G) Review
Sundaram Multi Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 16.28% over a period of 23 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Sundaram Multi Cap Fund (G) as of 9/13/2024 is ₹389.94 with the total AUM as of 9/14/2024 is ₹2853.533627. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Cap Fund (G) was launched on 2000-10-25. The category risk of the fund is null.
The minimum SIP amount for Sundaram Multi Cap Fund (G) is ₹1000 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 Total Return Index.
Sundaram Multi Cap Fund (G) is rated as a 2 fund in Equity and delivered 39.283% 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)?
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 ₹1000. 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 2 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 1.98% for regular plan.