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Compare Sundaram Multi Cap Fund vs Nippon India Multi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.06 | 1.58 |
NAV | ₹328.35 | ₹254.54 |
Fund Started | 03 Oct 2000 | 14 Feb 2005 |
Fund Size | ₹2416.58 Cr | ₹35353.47 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. | For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.06
1.58
NAV
₹328.35
₹254.54
Fund Started
03 Oct 2000
14 Feb 2005
Fund Size
₹2416.58 Cr
₹35353.47 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
Returns
1 Year | 5.94% | 8.33% |
3 Year | 13.21% | 21.74% |
5 Year | 20.43% | 26.11% |
1 Year
5.94%
8.33%
3 Year
13.21%
21.74%
5 Year
20.43%
26.11%
Holding Analysis
Equity | 94.86% | 97.59% |
Cash | 5.14% | 2.40% |
Equity
94.86%
97.59%
Cash
5.14%
2.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.58% |
ICICI Bank Ltd. | 4.50% |
Reliance Industries Ltd. | 4.16% |
Larsen & Toubro Ltd. | 3.36% |
Axis Bank Ltd. | 3.25% |
Kotak Mahindra Bank Ltd. | 3.08% |
Indian Bank | 2.53% |
Infosys Ltd. | 2.48% |
Bharti Airtel Ltd. | 2.31% |
Affle (India) Ltd. | 2.16% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.52% |
Axis Bank Ltd. | 4.19% |
ICICI Bank Ltd. | 4.08% |
Bajaj Finance Ltd. | 3.30% |
Reliance Industries Ltd. | 3.18% |
Linde India Ltd. | 2.56% |
NTPC Ltd. | 2.54% |
Infosys Ltd. | 2.53% |
GE Vernova T&D India Ltd. | 2.46% |
State Bank of India | 2.26% |
Fund Manager
Name | Rohit Seksaria | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
Name
Rohit Seksaria
Akshay Sharma
Start Date
01 Jan 2022
01 Dec 2022
About Fund
Description | The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower. | The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes. |
Launch Date | 03 Oct 2000 | 14 Feb 2005 |
Description
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.
Launch Date
03 Oct 2000
14 Feb 2005