Formerly Principal Multi Cap Growth Hlf Yrly DR
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.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Sep 22)
6 Month CAGR
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.
Launched (23y ago)
Oct 25, 2000
AUM in Crores
Nifty 500 Multicap 50:25:25 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Multi Cap Fund of (RIDCW-6M)||10,42,393||3,09,781||14.2%|
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.
hdfc bank ltd5.6%
icici bank ltd5.4%
state bank of india3.6%
reliance industries ltd3.5%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,197 cr
₹ 11,862 cr
₹ 17,630 cr
₹ 10,089 cr
₹ 9,392 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Multi Cap Fund of (RIDCW-6M) is a Multi Cap Equity fund and has delivered an annualised return of 15.5% over a period of 22 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 9/22/2023 is ₹56.38 with the total AUM as of 9/23/2023 is ₹2098.701. 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 12.7% 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).
What is Sundaram Multi Cap Fund of (RIDCW-6M)?
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 2.06% for regular plan.