Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | 1/11 | ||
Category,Subcateogry | Equity,Multi-Cap | Equity,Multi-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 2853 Cr | 43483 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.95% | 0.74% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 Multicap 50:25:25 TR INR | Nifty 500 Multicap 50:25:25 TR INR |
No of Holdings | 68 | 133 | ||
Top 5 Holdings | HDFC Bank Ltd (5.42%) ICICI Bank Ltd (4.81%) Reliance Industries Ltd (4.05%) Larsen & Toubro Ltd (3.51%) Axis Bank Ltd (3.32%) | HDFC Bank Ltd (5.81%) Axis Bank Ltd (4.14%) ICICI Bank Ltd (3.82%) GE Vernova T&D India Ltd (3.36%) Reliance Industries Ltd (3.29%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (23.22%) Industrial (18.83%) Consumer Cyclical (14.03%) | Financial Services (30.05%) Consumer Cyclical (20.44%) Industrial (19.58%) | ||
Equity % | 95.73% | 98.73% | ||
Debt % | - | - | ||
P/E | 24.46 | 30.18 | ||
P/B | 3.72 | 4.39 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.87% | -0.33% | ||
3-Month Return | 13% | 15.01% | ||
6-Month Return | 6.36% | 7.94% | ||
1-Year Return | 3.66% | 2.84% | ||
3-Year Return | 21.89% | 28.27% | ||
5-Year Return | 25.58% | 32.6% |
Sharpe | 1.1 | 1.54 | ||
Alpha | -0.53 | 6.36 | ||
Beta | 0.93 | 0.89 | ||
Standard Deviation | 14.05 | 14 | ||
Information Ratio | -0.7 | 1.17 |
Description | Sundaram Multi Cap Fund-Direct Plan - Option is an equity fund.The fund could potentially beat inflation in the long-run. | Nippon India Multi Cap Fund - Direct Plan - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ratish Varier | Ashutosh Bhargava,Kinjal Desai,Sailesh Raj Bhan |