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

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Nippon India Multi Cap Fund-Growth Plan-Bonus Option appears stronger based on the provided metrics, boasting a higher star rating of 4 compared to Sundaram Multi Cap Fund's rating of 2, as well as superior returns over 3Y and 5Y CAGR at 13.38% and 15.57%, respectively. While Nippon India has a lower expense ratio of 0.89% versus Sundaram's 1.25%, it also has a significantly higher AUM of ₹53766 Cr compared to ₹2900 Cr for Sundaram, indicating greater investor confidence. Investors should consider that while Nippon India offers better performance and lower costs, it may also be less flexible in terms of fund size compared to Sundaram. Overall, for those choosing between the two, Nippon India Multi Cap Fund may be the more compelling option based on performance and cost-efficiency.

Nippon India Mutual Fund

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Nippon India Mutual Fund

★★★★★

Equity · Multi Cap

Sundaram Mutual Fund

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Sundaram Mutual Fund

★★★★★

Equity · Multi Cap

Metric Nippon India Multi Cap... Sundaram Multi Cap Fun...
NAV ₹329.54 ₹408.27
Star Rating ★★★★ ★★
Expense Ratio 0.89% 1.25%
AUM ₹53,766 Cr ₹2,900 Cr
1M Return +2.76% -7.44%
3M Return -3.18% -5.36%
6M Return -0.84% -2.25%
1Y Return -0.57% -6.98%
3Y CAGR +13.38% +10.65%
5Y CAGR +15.57% +9.67%
Risk Level — —
Fund Manager Sailesh Raj Bhan P V K Mohan