Sundaram Multi Cap Fund
100
Min SIP
100
Min Lumpsum
0.97 %
Expense Ratio
Rating
1,850
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.8% | 28.2% | 12.9% | 15.8% | ||||
| Category Average | 16.1% | 24% | 13.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
St Bk of India
Reliance Industr
Infosys
Others
Advance Ratio
0.04
Alpha
3.71
SD
0.85
Beta
0.07
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 4,061
-
14.8%Fund Size - 4,061
-
39.6%Fund Size - 4,061
-
22%Fund Size - 4,061
-
- Equity .
- Multi Cap .
-
- 15,087
-
30.2%Fund Size - 15,087
-
37%Fund Size - 15,087
-
16.1%Fund Size - 15,087
-
- Equity .
- Multi Cap .
-
- 95
-
19%Fund Size - 95
-
33.8%Fund Size - 95
-
18.1%Fund Size - 95
-
- Equity .
- Multi Cap .
-
- 1,678
-
20.8%Fund Size - 1,678
-
30%Fund Size - 1,678
-
14.5%Fund Size - 1,678
-
- Equity .
- Multi Cap .
-
- 7,172
-
22.9%Fund Size - 7,172
-
27.9%Fund Size - 7,172
-
13.9%Fund Size - 7,172
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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 ?
You can invest in Sundaram Multi Cap Fund 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 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 ?
The NAV of Sundaram Multi Cap Fund is ₹271.6 as of 07 June 2023.
How to redeem Sundaram Multi Cap Fund 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?
The minimum SIP amount of Sundaram Multi Cap Fund is ₹100
What are the top sectors Sundaram Multi Cap Fund has invested in??
The top sectors Sundaram Multi Cap Fund has invested in are
- ICICI Bank - 5.82%
- HDFC Bank - 4.84%
- St Bk of India - 4.24%
- Reliance Industr - 4.04%
- Infosys - 4.03%
How much returns have Sundaram Multi Cap Fund generated ?
The Sundaram Multi Cap Fund has delivered 15.8% since inception
What is the expense ratio of Sundaram Multi Cap Fund ?
The expense ratio of Sundaram Multi Cap Fund is 0.97 % as of 07 June 2023.
What is the AUM of Sundaram Multi Cap Fund?
The AUM of Sundaram Multi Cap Fund is ₹39,953 Cr as of 07 June 2023
What are the top stock holdings of Sundaram Multi Cap Fund?
The top stock holdings of Sundaram Multi Cap Fund are
- ICICI Bank - 5.82%
- HDFC Bank - 4.84%
- St Bk of India - 4.24%
- Reliance Industr - 4.04%
- Infosys - 4.03%