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Sundaram Multi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.16 | 19.63 | 23.85 | 17.58 |
Average Rolling Returns(%) | 20.11 | 17.59 | 15.26 | 13.23 |
The Current NAV of Sundaram Multi Cap Fund - Growth - Direct Plan is ₹417.45.
You can consider SIP in Sundaram Multi Cap Fund - Growth - Direct Plan 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 - Direct Plan fund’s expense ratio is 0.86%
The process for redemption is
The AUM of Sundaram Multi Cap Fund - Growth - Direct Plan is currently ₹2,915 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and NTPC and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.
Top three sectors of Sundaram Multi Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 44% 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 - Direct Plan Fund is Equity - Multi Cap Fund.
Sudhir Kedia and Ratish Varier manage the Sundaram Multi Cap Fund - Growth - Direct Plan Fund.
Sundaram Multi Cap Fund - Growth - Direct Plan current PE ratio is 49.97 and PB ratio is 7.89
The asset allocation of Sundaram Multi Cap Fund - Growth - Direct Plan is Stocks : 95.27%, Debt : 3.57% and Gold : 1.20%
The minimum SIP amount for Sundaram Multi Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Multi Cap Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days