Sundaram Multi Cap Fund(H-IDCW)

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IDCW

EquityMulti Cap Fund

Mid-size FundAssets Under Mgmt: ₹ 2,772 Cr

Very High RiskPrinciple investment will be at very high risk

86.870.78% (+0.67)

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EquityMulti Cap Fund

Mid-size FundAssets Under Mgmt: ₹ 2,772 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.90	51.07	0.55

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.27	52.23	0.16

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
Nifty500 Multicap 50:25:25 - TRI

About Multi Cap Fund

Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.

Peers & Comparison

Comparing 3 mutual funds from
EquityMulti Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Sundaram Multi Cap Fund(H-IDCW)	5.47%	6.50%	10.40%
Nippon India Multi Cap Fund(IDCW)	10.92%	16.00%	10.56%
SBI Multicap Fund(IDCW Payout)	19.55%	—	18.38%
HDFC Multi Cap Fund(IDCW Reinvst)	8.66%	18.43%	20.09%

Price Comparison

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Sundaram Multi Cap Fund(H-IDCW)

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AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

No.of Schemes
40
Total AUM
₹ 68,037.98 Cr.

Fund Manager Profile

Sudhir Kedia

AUM: ₹9,053.72 Cr.

Exp: —

Ratish Varier

AUM: ₹20,428.98 Cr.

Exp: 10yrs

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

You make

क्या सेबी के नए नियम निवेशकों को नुकसान पहुंचाएंगे ? Will Sebi multicap fund rules harm investors?

4 years ago•Time To Invest

Sundaram Multi Cap Fund(H-IDCW)