Nippon India Multi Cap Fund-Growth Plan-Bonus Option vs Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

TopFund Analysis

Nippon India Multi Cap Fund-Growth Plan-Bonus Option appears stronger based on its higher star rating of 4 and better performance across all return metrics, including a 1Y return of -0.57%, a 3Y CAGR of 13.38%, and a 5Y CAGR of 15.57%. In contrast, Sundaram Multi Cap Fund has a lower star rating of 2 and underperforms with a 1Y return of -6.94%, a 3Y CAGR of 11.98%, and a 5Y CAGR of 10.17%, but it does have a significantly lower AUM of ₹2900 Cr compared to Nippon India's ₹53766 Cr. The tradeoff here is that while Nippon India offers better returns and a higher rating, it also has a lower expense ratio of 0.89% compared to Sundaram's 1.25%. For investors choosing between them, Nippon India Multi Cap Fund may be more appealing due to its stronger performance and lower costs.