HomeMutual FundsSundaram Multi Cap Ser I Regular Growth

Overview (as on 16 Apr 2021)

NAV

₹13.8102

1y returns

56.137%

Fund AUM

₹119 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
HDFC Flexi Cap Fund Growth
₹0
-Infinity% projected returns
Motilal Oswal Flexicap Fund - Regular Plan - Growth
₹0
-Infinity% projected returns
SBI Flexicap Fund Regular Growth
₹0
-Infinity% projected returns
UTI Flexi Cap Fund Regular Plan Growth
₹0
-Infinity% projected returns
Kotak Flexicap Fund Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (99.48%)
Debt & Cash (0.52%)
Sector Allocation
Financial Services
31.46%
Tech
13.36%
Consumer
12.69%
Basic Materials
11.23%
Industrials
9.57%
Energy
8.17%
Defensive
6.08%
Health
4.18%
Communication
2.53%
Utilities
0.72%
Size Breakup
Large Cap
63.18%
Mid Cap
34.44%
Small Cap
2.38%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

All
Equity
Debt & Cash

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
Click Here
Exit Load

After 0 Years : 0%

Plan Started
23 June, 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,

Peer Funds

Kotak Flexicap Fund Growth  

EquityMulti-CapRegularVery High Risk

1 yr returns

57.44%

AUM

₹34,744 Cr

Expense Ratio

1.62%

HDFC Flexi Cap Fund Growth  

EquityMulti-CapRegularVery High Risk

1 yr returns

60.54%

AUM

₹23,128 Cr

Expense Ratio

1.72%

UTI Flexi Cap Fund Regular Plan Growth  

EquityMulti-CapRegularVery High Risk

1 yr returns

74.23%

AUM

₹16,717 Cr

Expense Ratio

1.75%

Motilal Oswal Flexicap Fund - Regular Plan - Growth  

EquityMulti-CapRegularVery High Risk

1 yr returns

53.35%

AUM

₹11,873 Cr

Expense Ratio

1.73%

SBI Flexicap Fund Regular Growth  

EquityMulti-CapRegularVery High Risk

1 yr returns

58.70%

AUM

₹11,829 Cr

Expense Ratio

1.9%

Sundaram Multi Cap Ser I Regular Growth

NAV

₹13.8102

INDmoney Analysis

    success

    Fund is in Top 30 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

S. Bharath
S. Bharath

leader

Work Experience
"null"
Ratish Varier
Ratish Varier

manager

Work Experience
"null"
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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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