Sundaram Multi Cap Fund – Direct Growth

Equity · Multi Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.94 %
Expense Ratio
★★★
Rating
2,098
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 22 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.3% 28.2% 15.4% 16.6%
Category Average 13.1% 22% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
5.61%
5.36%
KSB
2.7%
Others
79.22%
View all Holdings
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%
Banks
19.79%
Industrial Products
9.85%
Finance
7.98%
Auto Components
5.56%
Pharmaceuticals & Biotech
5.52%
Others
51.29%
View all Sectors
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%
Equity
95.93%
Reverse Repos
4.98%
Derivatives
1.03%
Net Curr Ass/Net Receivables
-1.94%
Others
0%

Advance Ratio

1.22
Alpha
3.66
SD
0.86
Beta
0.82
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:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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 ₹301.9 as of 22 September 2023.

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 - 19.79%
  2. Industrial Products - 9.85%
  3. Finance - 7.98%
  4. Auto Components - 5.56%
  5. Pharmaceuticals & Biotech - 5.52%

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 16.6% 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 0.94 % as of 22 September 2023.

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

The AUM of Sundaram Multi Cap Fund – Direct Growth is ₹45,611 Cr as of 22 September 2023

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. HDFC Bank - 5.61%
  2. ICICI Bank - 5.36%
  3. St Bk of India - 3.56%
  4. Reliance Industr - 3.54%
  5. KSB - 2.7%

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