HomeMutual FundsSundaram Multi Cap Ser II Direct Transfer of Income Distribution cum Capital Withdrawal
Overview (as on 22 Apr 2021)
NAV
₹13.8051
1y returns
52.072%
Fund AUM
₹70 Cr
Expense Ratio
0.79%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (99.58%)
Debt & Cash (0.42%)
Sector Allocation
Financial Services
31.45%
Tech
13.38%
Consumer
12.65%
Basic Materials
11.21%
Industrials
9.66%
Energy
8.16%
Defensive
6.05%
Health
4.19%
Communication
2.53%
Utilities
0.72%
Size Breakup
Large Cap
63.07%
Mid Cap
34.58%
Small Cap
2.35%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments."
Scheme Name
Sundaram Multi Cap Ser II Direct Transfer of Income Distribution cum Capital Withdrawal
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
25 July, 2018
Fund Manager
S. Bharath
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
Fund Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 0.79% | 52.07% | |
Direct | 0.79% | 52.07% | |
Regular | 1.35% | 51.22% | |
Regular | 1.35% | 51.22% |
Peer Funds
Sundaram Multi Cap Ser II Direct Transfer of In...
NAV
₹13.8051
INDmoney Analysis
Return Score
Good
Risk Score
Below Average
Fund is in Top 30 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers

S. Bharath
leader
Work Experience
"null"

Ratish Varier
manager
Work Experience
"null"