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  • Sundaram Mutual Fund
  • Sundaram Multi Cap Ser I fund (Growth)
Sundaram Mutual Fund

Sundaram Multi Cap Ser I fund (Growth)

EquityDiversified

17.3655

NAV (Jun 28)

11.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.3655

NAV (Jun 28)

Fund Returns

Last 1Y
11.7%
Last 3Y
19.5%
Last 5Y
11.7%
Last 10Y
NA
Since Inception
11.6%
6 Month CAGR
-2.5%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments.

Expense Ratio
1.35
Launched (6y ago)
Jun 23, 2018
AUM in Crores
146.734
ISIN
INF903JA1DR1
Lock-in
No Lock-in
Benchmark
S&P BSE 500
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
19.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.055
Sharpe Ratio (5yr)
0.413
YTM
0
Fund Managers

Sudhir Kedia

Fund Manager

Rohit Seksaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Multi Cap Ser I fund (Growth)70%9,77,005 2,44,39311.7%
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 2023-06-28

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,301 cr

₹ 16,756 cr

₹ 14,147 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 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

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Multi Cap Ser I fund (G) Review

Sundaram Multi Cap Ser I fund (G) is a Diversified Equity fund and has delivered an annualised return of 11.6% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.

Nav of Sundaram Multi Cap Ser I fund (G) as of 6/28/2023 is ₹17.37 with the total AUM as of 3/28/2024 is ₹146.734. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Cap Ser I fund (G) was launched on Jun 23, 2018. The category risk of the fund is Low Risk.

The minimum SIP amount for Sundaram Multi Cap Ser I 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 Ser I 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 S&P BSE 500.

Sundaram Multi Cap Ser I fund (G) is rated as a 0 fund in Equity and delivered 11.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Multi Cap Ser I fund (G).

Frequently Asked Questions

What is Sundaram Multi Cap Ser I fund (G)?

Sundaram Multi Cap Ser I fund (G) is a Diversified 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 Ser I fund (G)?

You can invest in Sundaram Multi Cap Ser I 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 Ser I fund (G)?

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

Is Sundaram Multi Cap Ser I fund (G) good to invest in?

As per Scripbox experts, Sundaram Multi Cap Ser I fund (G) is a Not Reviewed Yet fund. You can investSundaram Multi Cap Ser I 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 Ser I fund (G)?

The expense ratio of the Sundaram Multi Cap Ser I fund (G) is 1.35% for regular plan.