Samco Multi Cap Fund - Direct Plan - Growth vs Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- 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 and significantly better returns over the 1-year, 3-year, and 5-year periods compared to Sundaram Multi Cap Fund, which has a star rating of 2 and negative returns over the past year. While Samco has a lower expense ratio of 0.77%, Sundaram's higher expense ratio of 1.3% may detract from its overall performance. For investors choosing between these funds, Samco Multi Cap Fund offers better performance metrics, albeit with a larger AUM compared to Sundaram.
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)- 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 | ₹58.35 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 1.3% |
| AUM | ₹113,606 Cr | ₹2,980 Cr |
| 1M Return | +0.11% | -9.45% |
| 3M Return | +2.22% | -6.05% |
| 6M Return | +5.25% | -3.53% |
| 1Y Return | +0.22% | -9.68% |
| 3Y CAGR | +13.97% | +3.15% |
| 5Y CAGR | +14.93% | +14.12% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | P V K Mohan |