SUNDARAM MULTI CAP FUND(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

SUNDARAM MULTI CAP FUND(G)

market linked 41.91 % 23.27 % 18.34 %

BenchMark : Nifty500 Multicap 50:25:25 - TRI

BenchMark Return 49.32 24.47 -

Value of Rs. 1,00,000 Invested

current value 141910 187314 232090
scheme objective The fund seeks to achieve long-term capital appreciation through investment primarily in equities.
Category Mutual Fund > Equity > Multi Cap Fund
Fund Type Open Ended
Fund Manager Sudhir Kedia
Minimum Amount for Lumpsum Investment (Rs.) 100
Minimum Amount for SIP Investment (Rs.) 100
Nav Date 25/04/2024
Nav 330.67
AUM (Cr.) 2374.04
AUM Date 31/03/2024
Expense Ratio Currently 2
Expense Ratio Date Currently 31/03/2024
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load NIL
Exit Load Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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