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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 20% | 28.1% | 16.3% | 16.6% | ||||
Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 5.61% |
ICICI Bank | Banks | Equity | 5.36% |
St Bk of India | Banks | Equity | 3.56% |
Reliance Industr | Refineries | Equity | 3.54% |
KSB | Capital Goods-Non Electrical Equipment | Equity | 2.7% |
Polycab India | Cables | Equity | 2.57% |
NTPC | Power Generation & Distribution | Equity | 2.55% |
KEI Industries | Cables | Equity | 2.45% |
Infosys | IT - Software | Equity | 2.35% |
AAVAS Financiers | Finance | Equity | 2.24% |
Fortis Health. | Healthcare | Equity | 2.2% |
Suven Pharma | Pharmaceuticals | Equity | 2.18% |
Navin Fluo.Intl. | Chemicals | Equity | 2.12% |
Cholaman.Inv.&Fn | Finance | Equity | 2.08% |
Maruti Suzuki | Automobile | Equity | 1.86% |
Tata Steel | Steel | Equity | 1.77% |
Hind. Unilever | FMCG | Equity | 1.77% |
J B Chem & Pharm | Pharmaceuticals | Equity | 1.72% |
Schaeffler India | Bearings | Equity | 1.7% |
Coforge | IT - Software | Equity | 1.67% |
TCS | IT - Software | Equity | 1.62% |
3M India | Diversified | Equity | 1.62% |
ITC | Tobacco Products | Equity | 1.58% |
ICRA | Credit Rating Agencies | Equity | 1.57% |
Metro Brands | Leather | Equity | 1.57% |
ZF Commercial | Auto Ancillaries | Equity | 1.52% |
Birla Corpn. | Cement | Equity | 1.46% |
Brigade Enterpr. | Realty | Equity | 1.38% |
Jubilant Food. | Quick Service Restaurant | Equity | 1.36% |
Sona BLW Precis. | Auto Ancillaries | Equity | 1.36% |
IndusInd Bank | Banks | Equity | 1.28% |
PVR Inox | Entertainment | Equity | 1.25% |
Neogen Chemicals | Chemicals | Equity | 1.24% |
Amber Enterp. | Consumer Durables | Equity | 1.24% |
Power Fin.Corpn. | Finance | Equity | 1.22% |
Kajaria Ceramics | Ceramic Products | Equity | 1.19% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 1.19% |
Hatsun Agro | FMCG | Equity | 1.14% |
Blue Star | Consumer Durables | Equity | 1.1% |
Shriram Finance | Finance | Equity | 1.02% |
REC Ltd | Finance | Equity | 1.01% |
Dr Reddy's Labs | Pharmaceuticals | Equity | 0.99% |
Tube Investments | Auto Ancillaries | Equity | 0.96% |
Bharti Airtel | Telecomm-Service | Equity | 0.96% |
Info Edg.(India) | E-Commerce/App based Aggregator | Equity | 0.95% |
P I Industries | Agro Chemicals | Equity | 0.94% |
NIIT Learning | IT - Software | Equity | 0.93% |
Bharat Electron | Electronics | Equity | 0.93% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.93% |
TCI Express | Logistics | Equity | 0.88% |
Chola Financial | Finance | Equity | 0.81% |
Chalet Hotels | Hotels & Restaurants | Equity | 0.77% |
M & M | Automobile | Equity | 0.75% |
J K Cements | Cement | Equity | 0.69% |
APL Apollo Tubes | Steel | Equity | 0.68% |
Power Grid Corpn | Power Generation & Distribution | Equity | 0.63% |
Astral | Plastic products | Equity | 0.62% |
CreditAcc. Gram. | Finance | Equity | 0.51% |
Metropolis Healt | Healthcare | Equity | 0.48% |
SBFC Finance | Finance | Equity | 0.48% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 0.39% |
Affle India | IT - Software | Equity | 0.38% |
BEML Land Assets | Construction | Equity | 0.15% |
Finolex Inds. | Plastic products | Equity | 0.15% |
Titan Company | Diamond, Gems and Jewellery | Equity | 0.02% |
Chennai Super | - | Equity | 0.01% |
Crescent Finst. | Finance | Equity | 0.01% |
Mukerian Paper | Paper | Equity | 0% |
Virtual Dynamics | IT - Software | Equity | 0% |
Sangam Health | Healthcare | Equity | 0% |
Balmer Lawr.Frei | Packaging | Equity | 0% |
Noble Brothers | Leather | Equity | 0% |
Prec. Fastners | Castings, Forgings & Fastners | Equity | 0% |
Sectors | Asset |
---|---|
Banks | 19.79% |
Industrial Products | 9.85% |
Finance | 7.98% |
Auto Components | 5.56% |
Pharmaceuticals & Biotech | 5.52% |
Consumer Durables | 5.11% |
IT-Software | 4.93% |
Petroleum Products | 3.81% |
Chemicals & Petrochemical | 3.37% |
Healthcare Services | 2.81% |
Power | 2.57% |
Automobiles | 2.56% |
Capital Markets | 2.12% |
Cement & Cement Products | 2.12% |
Leisure Services | 2% |
Diversified FMCG | 1.83% |
Ferrous Metals | 1.8% |
Fertilisers & Agrochemica | 1.62% |
Diversified | 1.55% |
Others | 1.5% |
Construction | 1.5% |
Realty | 1.4% |
Debt | 1.3% |
Entertainment | 1.1% |
Telecom-Services | 1.01% |
Transport Services | 1% |
Food Products | 1% |
Insurance | 0.96% |
Agricultural Food & other | 0.94% |
Aerospace & Defense | 0.93% |
Retailing | 0.56% |
IT-Services | 0.39% |
Beverages | 0.17% |
Cash & Others | -0.66% |
Advance Ratio
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. |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Nippon India Multi Cap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 20,192
-
32.3%Fund Size - 20,192
-
39.3%Fund Size - 20,192
-
19.5%Fund Size - 20,192
-
Quant Active Fund – Direct Growth- Equity .
- Multi Cap .
-
- 5,688
-
20.4%Fund Size - 5,688
-
33.9%Fund Size - 5,688
-
25.2%Fund Size - 5,688
-
Mahindra Manulife Multi Cap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 2,119
-
28%Fund Size - 2,119
-
33%Fund Size - 2,119
-
22.2%Fund Size - 2,119
-
Kotak India Growth Fund Series IV – Direct Growth- Equity .
- Multi Cap .
-
- 111
-
28.1%Fund Size - 111
-
31.3%Fund Size - 111
-
23.5%Fund Size - 111
-
ICICI Pru Multicap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 8,564
-
27.2%Fund Size - 8,564
-
29.9%Fund Size - 8,564
-
15.6%Fund Size - 8,564
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Multi Cap Fund – Direct Growth ?
- 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 ?
How to redeem Sundaram Multi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of Sundaram Multi Cap Fund – Direct Growth?
What are the top sectors Sundaram Multi Cap Fund – Direct Growth has invested in?
- Banks - 19.79%
- Industrial Products - 9.85%
- Finance - 7.98%
- Auto Components - 5.56%
- Pharmaceuticals & Biotech - 5.52%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Multi Cap Fund – Direct Growth?
How much returns have Sundaram Multi Cap Fund – Direct Growth generated ?
What is the expense ratio of Sundaram Multi Cap Fund – Direct Growth ?
What is the AUM of Sundaram Multi Cap Fund – Direct Growth?
What are the top stock holdings of Sundaram Multi Cap Fund – Direct Growth?
- HDFC Bank - 5.61%
- ICICI Bank - 5.36%
- St Bk of India - 3.56%
- Reliance Industr - 3.54%
- KSB - 2.7%
How can I redeem my investments in Sundaram Multi Cap Fund – Direct Growth?
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.