FAQ : Sundaram Multi Cap Fund - Growth (Adjusted)

Sundaram Multi Cap Fund - Growth (Adjusted) has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 38.21 21.21 18.95 14.07
Average Rolling Returns(%) 18.40 17.28 14.84 13.03

The Current NAV of Sundaram Multi Cap Fund - Growth (Adjusted) is ₹316.10.

You can consider SIP in Sundaram Multi Cap Fund - Growth (Adjusted) as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Multi Cap Fund - Growth (Adjusted) fund’s expense ratio is 2.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Multi Cap Fund - Growth (Adjusted) is currently ₹2,391 Crores.

The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 34% of fund’s portfolio respectively.

Top three sectors of Sundaram Multi Cap Fund - Growth (Adjusted) fund are BFSI, IT and Auto accounting for 46% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Multi Cap Fund - Growth (Adjusted) Fund is Equity - Multi Cap Fund.

Sudhir Kedia and Ratish Varier manage the Sundaram Multi Cap Fund - Growth (Adjusted) Fund.

Sundaram Multi Cap Fund - Growth (Adjusted) current PE ratio is 44.79 and PB ratio is 6.96

The asset allocation of Sundaram Multi Cap Fund - Growth (Adjusted) is Stocks : 95.10%, Debt : 3.88% and Gold : 1%

The minimum SIP amount for Sundaram Multi Cap Fund - Growth (Adjusted) is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Multi Cap Fund - Growth (Adjusted) is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

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