Overview (as on 22 Jan 2021)
NAV
₹13.4128
1y returns
16.82%
Fund AUM
₹112 Cr
Expense Ratio
1.35%
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 (99.29%)
Debt & Cash (0.71%)
Sector Allocation
Financial Services
28.84%
Consumer
14.34%
Tech
13.46%
Basic Materials
10.78%
Defensive
8.19%
Industrials
7.49%
Energy
7.33%
Health
4.91%
Communication
4.66%
Size Breakup
Large Cap
62.82%
Mid Cap
32.01%
Small Cap
5.17%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Treps
Cash
1.05%
Reverse Repo
Cash
0.26%
Cash And Other Net Current Assets
Cash
0.06%
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
Rohit Seksaria
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,
Peer Funds
Sundaram Multi Cap Ser I Regular Growth
NAV
₹13.4128
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

Rohit Seksaria
Manager
Work Experience
"null"

S. Bharath
manager
Work Experience
"null"

S Krishnakumar
leader
Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"