Sundaram Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.28% | 2.41% |
| 2 Year Return | 18.09% | 17.24% |
| 3 Year Return | 28.88% | 47.94% |
| 4 Year Return | 95.96% | 65.92% |
| 5 Year Return | 94.79% | 78.51% |
| 6 Year Return | 94.58% | 116.64% |
| 7 Year Return | 127.93% | 149.79% |
| Expense Ratio | 0.77% | - |
AMC: SUNDARAM
Category: Equity • Multi Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Seksaria
Minimum Purchase: ₹100
Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Sundaram Multi Cap Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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