Jan 15, 2025
The primary investment objective of the Fund is to achieve long-term capital appreciation.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Multi Cap Fund (G) | -7.63 | -5.24 | 11.95 | 11.83 |
| Benchmark - S&P BSE 200 | 5.42 | 0.04 | 5.82 | 4.49 |
| Category Average - BEST EQUITY PERFORMERS | -8.22 | -4.09 | 14.62 | 16 |
| Category Rank | 8/3 | 2/3 | 6/3 | 5/3 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Tata Multicap Fund - Regular (IDCW) | 13.6511 | 0.83 | 4.05 | 0.00 | 0.00 | 3,156.80 | 0.00 | 5,000.00 | invest |
| Tata Multicap Fund - Regular (G) | 13.6511 | 0.83 | 4.05 | 0.00 | 0.00 | 3,156.80 | 0.00 | 5,000.00 | invest |
| Tata Multicap Fund - Regular (IDCW) RI | 13.6511 | 0.83 | 4.05 | 0.00 | 0.00 | 3,156.80 | 0.00 | 5,000.00 | invest |
| HSBC Multi Cap Fund - Regular (IDCW) | 17.7398 | 0.83 | 17.44 | 0.00 | 0.00 | 4,495.14 | 1.86 | 5,000.00 | invest |
| LIC MF Multi Cap Fund - Regular (IDCW) | 16.2985 | -0.16 | 23.30 | 0.00 | 0.00 | 1,465.07 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Nov 30, 2024 | 134.09 | 4.86 | 3.48 |
|
| Equity-Reliance Industr | Nov 30, 2024 | 116.19 | 4.21 | -2.99 |
|
| Reverse Repo-TREPS | Nov 30, 2024 | 111.55 | 4.04 | 31.30 |
|
| Equity-ICICI Bank | Nov 30, 2024 | 109.67 | 3.97 | 17.25 |
|
| Equity-Larsen & Toubro | Nov 30, 2024 | 103.08 | 3.73 | 2.83 |
|
| Equity-Infosys | Nov 30, 2024 | 79.12 | 2.87 | 5.72 |
|
| Equity-Kotak Mah. Bank | Nov 30, 2024 | 69.15 | 2.50 | 1.97 |
|
| Equity-Indian Bank | Nov 30, 2024 | 67.33 | 2.44 | -15.18 |
|
| Equity-Axis Bank | Nov 30, 2024 | 65.66 | 2.38 | -2.01 |
|
| Equity-NTPC | Nov 30, 2024 | 65.05 | 2.36 | -10.90 |
|
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
| 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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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