Sundaram Multi Cap Fund-Direct Plan - Option
Sundaram Multi Cap Fund-Direct Plan - Option

Sundaram Multi Cap Fund-Direct Plan - Option

Equity
Direct
Very High Risk
Multi-Cap

NAV: ₹ 268.7 as on 18-01-2022

INDmoney RANK
4
/8
among Multi-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
57%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
53%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
0%
About the Fund

Sundaram Multi Cap Fund-Direct Plan - Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Ravi Gopalakrishnan, Siddarth Mohta. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Multi Cap Fund-Direct Plan - Option has a NAV of 268.6782 as on 19-Jan-2022.

2) Sundaram Multi Cap Fund-Direct Plan - Option has 857 Cr worth of assets under management (AUM) as on 19-Jan-2022 and is less than category average.

3) The fund has an expense ratio 1.7 %.

Fund Overview

Expense ratio
Expense ratio
1.7%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹857 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹300/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
466.82%

Fund Distribution

  • Equity 97.8%
  • Debt & Cash 2.2%
Size breakup
Large cap
44.3%
Small cap
27.3%
Mid cap
26.1%
Sector Allocation
Financial Services25.9%
Industrial15.3%
Tech14.9%
Cyclical13%
Basic Materials11.8%
Energy4.8%
Health4.5%
Defensive4%
Real Estate2.8%
Communication2%
Utilities1%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings4
Infosys Ltd
Infosys Ltd
4.4%
ICICI Bank Ltd
ICICI Bank Ltd
4.2%
HDFC Bank Ltd
HDFC Bank Ltd
3.7%
Reliance Industries Ltd
Reliance Industries Ltd
3.4%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
2.5%
State Bank of India
State Bank of India
2.1%
KPIT Technologies Ltd
KPIT Technologies Ltd
2%
Axis Bank Ltd
Axis Bank Ltd
1.9%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 18.42% since inception which is more than its category average return of 10.65%
Fund Allocations

Fund Allocations

This fund has an allocation of 97.81189% in Equity, 0% in Debt and 2.18811% in Cash related instruments
AUM size ₹857 Cr

AUM size ₹857 Cr

This fund has AUM of ₹857 Cr which is less than its category average of ₹ 1454 Cr
Expense Ratio 1.7%

Expense Ratio 1.7%

This fund has an expense ratio of 1.7% which is more than its category average expense ratio of 1.34%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram Multi Cap Fund-Direct Plan - Option Fund ?

What is the current NAV of Sundaram Multi Cap Fund-Direct Plan - Option Fund?

How do I invest in Sundaram Multi Cap Fund-Direct Plan - Option Fund?

What is the expense ratio of Sundaram Multi Cap Fund-Direct Plan - Option fund?

What is the worth of total assets under management (AUM) of Sundaram Multi Cap Fund-Direct Plan - Option fund ?

What are the top holdings of Sundaram Multi Cap Fund-Direct Plan - Option Fund?

What are the top sectors Sundaram Multi Cap Fund-Direct Plan - Option Fund has invested in?