Sundaram Multi Cap Fund – Direct Growth

Equity · Multi Cap
 · ★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.9 %
Expense Ratio
★★★
Rating
2,374
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 19 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 40% 23.9% 18.6% 17.3%
Category Average 24.3% 16.5% 14.9% -

Scheme Allocation

By Holding
By Sector
By Asset
4.48%
4.16%
3.24%
Others
79.74%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 5.2%
ICICI Bank Banks Equity 4.48%
HDFC Bank Banks Equity 4.16%
Axis Bank Banks Equity 3.24%
Power Fin.Corpn. Finance Equity 3.19%
KSB Capital Goods-Non Electrical Equipment Equity 2.98%
Indian Bank Banks Equity 2.78%
NTPC Power Generation & Distribution Equity 2.77%
Sun Pharma.Inds. Pharmaceuticals Equity 2.53%
Infosys IT - Software Equity 2.52%
REC Ltd Finance Equity 2.17%
ITC Tobacco Products Equity 2.16%
KEI Industries Cables Equity 2.13%
Brigade Enterpr. Realty Equity 2.13%
TVS Holdings Castings, Forgings & Fastners Equity 2.08%
Kajaria Ceramics Ceramic Products Equity 2.03%
Fortis Health. Healthcare Equity 1.93%
J B Chem & Pharm Pharmaceuticals Equity 1.83%
CreditAcc. Gram. Finance Equity 1.81%
Cams Services Financial Services Equity 1.79%
Blue Star Consumer Durables Equity 1.67%
TCS IT - Software Equity 1.64%
Affle India IT - Software Equity 1.57%
Bajaj Auto Automobile Equity 1.55%
Tube Investments Auto Ancillaries Equity 1.53%
Hind. Unilever FMCG Equity 1.5%
Jubilant Food. Quick Service Restaurant Equity 1.5%
3M India Diversified Equity 1.43%
ZF Commercial Auto Ancillaries Equity 1.39%
Amber Enterp. Consumer Durables Equity 1.39%
Metro Brands Leather Equity 1.37%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.35%
Bharti Airtel Telecomm-Service Equity 1.33%
AAVAS Financiers Finance Equity 1.29%
Birla Corpn. Cement Equity 1.27%
Bharat Electron Aerospace & Defence Equity 1.25%
Chalet Hotels Hotels & Restaurants Equity 1.2%
Coforge IT - Software Equity 1.19%
Polycab India Cables Equity 1.19%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.08%
Grasim Inds Textiles Equity 1.05%
Devyani Intl. Quick Service Restaurant Equity 0.96%
P I Industries Agro Chemicals Equity 0.95%
H P C L Refineries Equity 0.94%
Chola Financial Finance Equity 0.94%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.92%
Hatsun Agro FMCG Equity 0.85%
Schaeffler India Bearings Equity 0.81%
NIIT Learning IT - Software Equity 0.77%
ICRA Credit Rating Agencies Equity 0.77%
PVR Inox Entertainment Equity 0.74%
Neogen Chemicals Chemicals Equity 0.72%
APL Apollo Tubes Steel Equity 0.61%
CEAT Tyres Equity 0.48%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.48%
Century Plyboard Plywood Boards/Laminates Equity 0.36%
Siemens Capital Goods - Electrical Equipment Equity 0.33%
Kansai Nerolac Paints/Varnish Equity 0.31%
Metropolis Healt Healthcare Equity 0.09%
Chennai Super - Equity 0.01%
Crescent Finst. - Equity 0.01%
Mukerian Paper - Equity 0%
Sangam Health Healthcare Equity 0%
Virtual Dynamics - Equity 0%
Noble Brothers - Equity 0%
Balmer Lawr.Frei - Equity 0%
Prec. Fastners - Equity 0%
Banks
14.3%
Finance
11.53%
Industrial Products
8.68%
Consumer Durables
7.44%
Auto Components
7.33%
Others
50.72%
View all Sectors
Sectors Asset
Banks 14.3%
Finance 11.53%
Industrial Products 8.68%
Consumer Durables 7.44%
Auto Components 7.33%
IT-Software 5.54%
Petroleum Products 5.07%
Pharmaceuticals & Biotech 4.39%
Diversified FMCG 3.63%
Debt 3.49%
Capital Markets 2.81%
Power 2.74%
Leisure Services 2.49%
Healthcare Services 2.37%
Realty 2.05%
Cement & Cement Products 1.76%
Others 1.63%
Diversified 1.45%
Automobiles 1.35%
Aerospace & Defense 1.26%
Telecom-Services 1.2%
IT-Services 1.19%
Retailing 1.01%
Food Products 0.95%
Fertilisers & Agrochemica 0.89%
Other Consumer Services 0.81%
Chemicals & Petrochemical 0.79%
Entertainment 0.76%
Transport Services 0.61%
Construction 0.44%
Electrical Equipments 0.29%
Cash & Others -0.23%
Equity
94.68%
Reverse Repos
3.06%
Mutual Funds Units
1.48%
Derivatives
0.97%
Net Curr Ass/Net Receivables
-0.18%
Others
0%

Advance Ratio

-0.08
Alpha
3.81
SD
0.89
Beta
0.65
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

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

Fund Managers

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

More Funds from Sundaram Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Sundaram Multi Cap Fund – Direct Growth ?

You can invest in Sundaram Multi Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Multi Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Multi Cap Fund – Direct Growth ?

The NAV of Sundaram Multi Cap Fund – Direct Growth is ₹354.6 as of 19 April 2024.

How to redeem Sundaram Multi Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Multi Cap Fund – Direct Growth?

The minimum SIP amount of Sundaram Multi Cap Fund – Direct Growth is ₹100

What are the top sectors Sundaram Multi Cap Fund – Direct Growth has invested in?

The top sectors Sundaram Multi Cap Fund – Direct Growth has invested in are
  1. Banks - 14.3%
  2. Finance - 11.53%
  3. Industrial Products - 8.68%
  4. Consumer Durables - 7.44%
  5. Auto Components - 7.33%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Multi Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Multi Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Multi Cap Fund – Direct Growth generated ?

The Sundaram Multi Cap Fund – Direct Growth has delivered 17.3% since inception

What is the expense ratio of Sundaram Multi Cap Fund – Direct Growth ?

The expense ratio of Sundaram Multi Cap Fund – Direct Growth is 0.9 % as of 19 April 2024.

What is the AUM of Sundaram Multi Cap Fund – Direct Growth?

The AUM of Sundaram Multi Cap Fund – Direct Growth is ₹49,195 Cr as of 19 April 2024

What are the top stock holdings of Sundaram Multi Cap Fund – Direct Growth?

The top stock holdings of Sundaram Multi Cap Fund – Direct Growth are
  1. Reliance Industr - 5.2%
  2. ICICI Bank - 4.48%
  3. HDFC Bank - 4.16%
  4. Axis Bank - 3.24%
  5. Power Fin.Corpn. - 3.19%

How can I redeem my investments in Sundaram Multi Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Multi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now