HomeMutual FundsSundaram Multi Cap Ser I Regular Growth

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

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
HDFC Equity Fund Growth
₹0
-Infinity% projected returns
Motilal Oswal Multicap 35 Fund - Regular Plan - Growth
₹0
-Infinity% projected returns
UTI Equity Fund Regular Plan Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Equity Fund Growth
₹0
-Infinity% projected returns
Kotak Standard Multicap Growth
₹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

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
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

Kotak Standard Multicap Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

14.31%

AUM

₹33,462 Cr

Expense Ratio

1.59%

HDFC Equity Fund Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

11.83%

AUM

₹21,781 Cr

Expense Ratio

1.87%

UTI Equity Fund Regular Plan Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

32.48%

AUM

₹14,861 Cr

Expense Ratio

1.97%

Motilal Oswal Multicap 35 Fund - Regular Plan - Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

14.64%

AUM

₹12,000 Cr

Expense Ratio

1.76%

Aditya Birla Sun Life Equity Fund Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

17.31%

AUM

₹12,624 Cr

Expense Ratio

1.84%

Sundaram Multi Cap Ser I Regular Growth

NAV

₹13.4128

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

Rohit Seksaria
Rohit Seksaria

Manager

Work Experience
"null"
S. Bharath
S. Bharath

manager

Work Experience
"null"
S Krishnakumar
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)"
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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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