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Quant Mutual Fund Multi Cap Fund vs Sundaram Mutual Fund Multi Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

8.67%

VS

3Y Return

22.93%

ParameterAQuant Mutual Fund Multi Cap Fund - Regular Plan - GrowthBSundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseQuant Mutual FundSundaram Mutual Fund
CategoryMulti CapMulti Cap
NAV (β‚Ή)20.991431.56
AUM (β‚Ή Cr)1.78 Lac Cr1.65 Lac Cr
Expense Ratio (%)1.68%1.68%
RiskometerVery HighVery High
Volatility14.5514.8
Sharpe Ratio0.151.11
1 Year Return (%)0.18%6.91%
3 Year Return (%)8.67%22.93%
5 Year Return (%)7.6%19.07%
Since Launch (%)11.23%15.59%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date11 June 20193 April 2006
Exit LoadNilNil
Fund ManagerGopal Agrawal; Atul Zabhade (3.2 years yrs)S. Krishnakumar (3.5 years yrs)
BenchmarkNifty 500 Multicap 50:25:25 TRINifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsHDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)
Asset AllocationEquity: 97.00% | T-Bills: 3.00%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover46%50%

Why consider Quant Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 8.67%
  • AUM: 1.78 Lac Cr
  • Sharpe Ratio: 0.15

Why consider Sundaram Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 22.93%
  • AUM: 1.65 Lac Cr
  • Sharpe Ratio: 1.11

SIP Calculator – Compare Growth Potential

Quant Mutual Fund Multi Cap Fund

β‚Ή956588.14

@8.7% annual return (3Y)

Sundaram Mutual Fund Multi Cap Fund

β‚Ή2318032.57

@22.9% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.