Samco Multi Cap Fund - Direct Plan - Growth vs Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Multi Cap Fund - Direct Plan - Growth appears stronger based on the metrics provided, boasting a higher star rating of 5 compared to Sundaram Multi Cap Fund's rating of 2, as well as superior returns over the 1-year, 3-year, and 5-year periods. However, investors should note the tradeoff in expense ratios, with Samco's lower expense ratio of 0.77% versus Sundaram's higher 1.3%, which may impact net returns. For investors choosing between these two funds, Samco Multi Cap Fund offers a more favorable performance outlook, albeit with a slightly higher cost efficiency.
Samco Multi Cap Fund - Direct Plan - Growth
Samco Mutual Fund
★★★★★
Equity · Multi Cap Fund
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund
★★★★★
Equity · Multi Cap Fund
| Metric | Samco Multi Cap Fund -... | Sundaram Multi Cap Fun... |
|---|---|---|
| NAV | ₹9.22 | ₹81.0 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 1.3% |
| AUM | ₹113,606 Cr | ₹2,980 Cr |
| 1M Return | +0.11% | -7.44% |
| 3M Return | +2.22% | -5.36% |
| 6M Return | +5.25% | -2.25% |
| 1Y Return | +0.22% | -6.99% |
| 3Y CAGR | +13.97% | +4.12% |
| 5Y CAGR | +14.93% | +14.01% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | P V K Mohan |