Overview (as on 02 Aug 2021)

NAV

₹15.9296

1y returns

53.461%

Fund AUM

₹130 Cr

Expense Ratio

1.35%

Fund Performance

Calculator

Monthly SIP
Lumpsum

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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
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Asset Allocation

Sector Allocation
Financial Services
32.46%
Basic Materials
13.76%
Tech
13.17%
Industrials
10.17%
Consumer
9.90%
Energy
7.51%
Defensive
6.46%
Health
3.85%
Communication
1.99%
Utilities
0.74%
Size Breakup
Large Cap
68.05%
Mid Cap
27.52%
Small Cap
4.43%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

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 I Regular Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
23 June, 2018
Fund Manager
Ratish Varier
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Peer Funds

Sundaram Multi Cap Ser I Regular Growth

NAV

₹15.9296

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ratish Varier
Ratish Varier

manager

Work Experience
"null"
S. Bharath
S. Bharath

leader

Work Experience
"null"

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