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Partner With Us NRI

Jun 06, 2023


Category

Equity

AUM (Cr.)

1,850.73

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.09

Sharpe Ratio

7.20

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) 3.89 0.64 12.89 26.67 11.89 15.24
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS 4.76 2 17.04 27.26 14.74 11.56
Category Rank 3/10 7/10 6/10 5/10 2/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Multicap Fund (G) 11.1469 0.69 13.36 0.00 0.00 11,921.76 1.85 5,000.00 invest
SBI Multicap Fund (IDCW) 11.1480 0.69 13.36 0.00 0.00 11,921.76 1.85 5,000.00 invest
ITI Multi Cap Fund (G) 14.9948 0.60 18.63 17.37 0.00 541.34 2.33 1,000.00 invest
AXIS Multicap Fund (IDCW) 10.6200 0.47 17.87 0.00 0.00 4,344.40 1.85 500.00 invest
ICICI Pru Multicap Fund - (IDCW) 25.8400 -94.69 19.93 26.33 12.41 7,172.97 1.85 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
Equity-ICICI Bank Apr 30, 2023 107.75 5.82 4.61
Equity-HDFC Bank Apr 30, 2023 89.48 4.84 4.85
Equity-St Bk of India Apr 30, 2023 78.50 4.24 10.42
Equity-Reliance Industr Apr 30, 2023 74.79 4.04 -24.14
Equity-Infosys Apr 30, 2023 74.67 4.03 -0.10
Equity-Axis Bank Apr 30, 2023 52.47 2.84 0.17
Equity-Navin Fluo.Intl. Apr 30, 2023 51.38 2.78 25.69
Equity-KSB Apr 30, 2023 44.89 2.43 7.44
Equity-Hind. Unilever Apr 30, 2023 42.48 2.30 -4.02
Equity-NTPC Apr 30, 2023 41.86 2.26 249.47

latest news

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

Sundaram Mutual Fund has announced 17 May 2023 as the record date for the d...

May 15, 2023 10:03

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

Sundaram Mutual Fund has announced 17 April 2023 as the record date for the...

Apr 12, 2023 08:18

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 24 March 2023 as the record date for the...

Mar 22, 2023 10:17

Sundaram Multi Cap Fund Announces Income Distribution Cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund has announced 14 March 2023 as the record date for the...

Mar 11, 2023 08:29

Sundaram Mutual Fund Announces Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 10 March 2023 as the record date for the...

Mar 08, 2023 10:02

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

Sundaram Mutual Fund has announced 08 March 2023 as the record date for the...

Mar 04, 2023 09:20

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