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Partner With Us NRI

Jun 27, 2022


Category

Equity

AUM (Cr.)

1,724.27

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.21

Sharpe Ratio

9.27

Beta Ratio

0.00

Fund Manager

Sudhir Kedia

Inception Date

Oct 25, 2000

Risk Level

Very High

Investment Objective

The primary investment objective of the Fund is to achieve long-term capital appreciation.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Multi Cap Fund (G) -1.42 -10.36 4.45 13.94 10.78 15.12
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS -2.03 -9.21 1.06 15.08 12.01 7.73
Category Rank 3/10 7/10 4/10 4/10 3/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Multicap Fund (IDCW) RI 8.9030 1.41 0.00 0.00 0.00 3,705.13 1.89 5,000.00 invest
Kotak Multicap Fund (G) 8.9030 1.41 0.00 0.00 0.00 3,705.13 1.89 5,000.00 invest
Quant Active Fund (G) 372.8533 1.24 3.44 26.48 19.64 2,329.31 1.98 5,000.00 invest
Nippon India Multi Cap Fund (B) 138.2872 1.21 10.42 11.22 10.88 11,638.57 1.88 100.00 invest
ICICI Pru Multicap Fund - (IDCW) 23.2200 -94.09 1.11 10.07 9.73 6,319.66 1.98 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS May 31, 2022 90.03 5.22 60.58
Equity-ICICI Bank May 31, 2022 74.83 4.34 1.28
Equity-Reliance Industr May 31, 2022 66.55 3.86 9.54
Equity-St Bk of India May 31, 2022 58.65 3.40 -5.68
Equity-Ashok Leyland May 31, 2022 53.21 3.09 8.18
Equity-Axis Bank May 31, 2022 50.83 2.95 -5.96
Equity-Infosys May 31, 2022 50.07 2.90 -4.08
Equity-Polycab India May 31, 2022 45.41 2.63 -1.78
Equity-H D F C May 31, 2022 40.37 2.34 3.46
Equity-Canara Bank May 31, 2022 38.93 2.26 -10.73

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

May 19, 2022 10:55

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Multi Cap Fund (G)
Contact Persone : Sudhir Kedia
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com