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Partner With Us NRI

Apr 15, 2024


Category

Equity

AUM (Cr.)

2,374.04

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.04

Sharpe Ratio

26.82

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

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Multi Cap Fund (G) 3.9 15.62 38.5 22.33 17.54 15.95
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS 5.11 18.62 45.63 24.41 20.84 21.45
Category Rank 3/1 7/1 5/1 5/1 4/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bank of India Multi Cap Fund - Regular (G) 15.4500 -0.64 52.07 0.00 0.00 452.87 2.51 5,000.00 invest
Bank of India Multi Cap Fund - Regular (IDCW) 15.4400 -0.71 52.12 0.00 0.00 452.87 2.51 5,000.00 invest
DSP Multicap Fund - Regular (IDCW) 10.2830 -0.93 0.00 0.00 0.00 809.68 0.00 100.00 invest
DSP Multicap Fund - Regular (G) 10.2830 -0.93 0.00 0.00 0.00 809.68 0.00 100.00 invest
HDFC Multi Cap Fund (IDCW) 15.4790 -1.42 47.10 0.00 0.00 12,402.21 1.68 100.00 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
Equity-Reliance Industr Mar 31, 2024 123.39 5.20 7.31
Equity-ICICI Bank Mar 31, 2024 106.35 4.48 -5.96
Equity-HDFC Bank Mar 31, 2024 98.78 4.16 4.11
Equity-Axis Bank Mar 31, 2024 76.88 3.24 -0.42
Equity-Power Fin.Corpn. Mar 31, 2024 75.67 3.19 -3.91
Reverse Repo-TREPS Mar 31, 2024 72.63 3.06 -9.01
Equity-KSB Mar 31, 2024 70.76 2.98 2.20
Equity-Indian Bank Mar 31, 2024 65.90 2.78 12.23
Equity-NTPC Mar 31, 2024 65.65 2.77 -6.23
Equity-Sun Pharma.Inds. Mar 31, 2024 60.12 2.53 0.68

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...

Apr 12, 2024 09:21

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Mar 29, 2024 15:46

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Two schemes

Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...

Mar 21, 2024 09:12

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Five schemes

Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...

Mar 20, 2024 09:56

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...

Mar 15, 2024 09:44

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...

Mar 14, 2024 09:21

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