• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Multi Cap Fund of (RIDCW-6M)

Formerly Principal Multi Cap Growth Hlf Yrly DR

Sundaram Mutual Fund

Sundaram Multi Cap Fund of (RIDCW-6M)

EquityMulti Cap

68.2773

NAV (Jun 24)

19.5%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

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

68.2773

NAV (Jun 24)

Fund Returns

Last 1Y
42.8%
Last 3Y
20.3%
Last 5Y
19.3%
Last 10Y
15.2%
Since Inception
16.1%
6 Month CAGR
17.1%

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
1.98
Launched (24y ago)
Oct 25, 2000
AUM in Crores
2566.749
ISIN
INF173K01965
Lock-in
No Lock-in
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
18.6
Beta (3yr)
0.92
Beta (5yr)
0.89
Sharpe Ratio (3yr)
1.006
Sharpe Ratio (5yr)
0.707
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ratish Varier

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Multi Cap Fund of (RIDCW-6M)70%12,00,325 4,67,71319.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-24

Top Stock Holdings

reliance industries ltd

6%
6%

hdfc bank ltd

4.1%
4.1%

axis bank ltd

3.3%
3.3%

treps

3.2%
3.2%

power finance corp ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

20.6%
20.6%

industrials

19%
19%

consumer cyclical

13.3%
13.3%

technology

7.5%
7.5%

healthcare

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.2%

8.9%

20.1%

21.3%

5.3%

4.9%

22.3%

13.5%

19.6%

%

Sundaram Multi Cap Fund of (RIDCW-6M) Review

Sundaram Multi Cap Fund of (RIDCW-6M) is a Multi Cap Equity fund and has delivered an annualised return of 16% over a period of 23 years. The fund was previously known as Principal Multi Cap Growth Hlf Yrly DR. 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 of (RIDCW-6M) as of 6/24/2024 is ₹68.28 with the total AUM as of 6/25/2024 is ₹2566.749. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Cap Fund of (RIDCW-6M) 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 of (RIDCW-6M) 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 of (RIDCW-6M) 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 of (RIDCW-6M) is rated as a 2 fund in Equity and delivered 35.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Multi Cap Fund of (RIDCW-6M).

Frequently Asked Questions

What is Sundaram Multi Cap Fund of (RIDCW-6M)?

Sundaram Multi Cap Fund of (RIDCW-6M) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Multi Cap Fund of (RIDCW-6M)?

You can invest in Sundaram Multi Cap Fund of (RIDCW-6M) 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 of (RIDCW-6M)?

The minimum sip amount for Sundaram Multi Cap Fund of (RIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Multi Cap Fund of (RIDCW-6M) good to invest in?

As per Scripbox experts, Sundaram Multi Cap Fund of (RIDCW-6M) is a Neutral fund. You can investSundaram Multi Cap Fund of (RIDCW-6M) 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 of (RIDCW-6M)?

The expense ratio of the Sundaram Multi Cap Fund of (RIDCW-6M) is 1.98% for regular plan.