Sundaram Multi Cap Fund

Equity · Multi Cap
-
Min SIP
5,000
Min Lumpsum
0.79 %
Expense Ratio
Rating
86
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.4% 26% - 13.1%
Category Average 15.6% 30.1% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
7.01%
Reliance Industr
6.04%
St Bk of India
4.88%
Axis Bank
3.83%
HDFC Bank
3.51%
Others
74.73%
Banks
20.79%
Cash & Others
20.29%
Debt
10.31%
Petroleum Products
8.52%
IT-Software
7.53%
Others
32.55%
Equity
69.4%
Net Curr Ass/Net Receivables
20.29%
Reverse Repos
10.31%

Advance Ratio

-0.05
Alpha
3.86
SD
0.91
Beta
0.15
Sharpe

Exit Load

Exit Load Nil

Fund Objective

the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments. No Guarantee: there is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. there is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management company.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

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 ₹18.1 as of 26 May 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 are the top stock holdings of Sundaram Multi Cap Fund?

The top stock holdings of Sundaram Multi Cap Fund are
  1. ICICI Bank - 7.01%
  2. Reliance Industr - 6.04%
  3. St Bk of India - 4.88%
  4. Axis Bank - 3.83%
  5. HDFC Bank - 3.51%

How much returns have Sundaram Multi Cap Fund generated ?

The Sundaram Multi Cap Fund has delivered 13.1% since inception

What is the expense ratio of Sundaram Multi Cap Fund ?

The expense ratio of Sundaram Multi Cap Fund is 0.79 % as of 26 May 2023.

What is the AUM of Sundaram Multi Cap Fund?

The AUM of Sundaram Multi Cap Fund is ₹39,953 Cr as of 26 May 2023

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

The top sectors Sundaram Multi Cap Fund has invested in are
  1. ICICI Bank - 7.01%
  2. Reliance Industr - 6.04%
  3. St Bk of India - 4.88%
  4. Axis Bank - 3.83%
  5. HDFC Bank - 3.51%
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