Overview (as on 18 Sep 2020)
NAV
₹11.1074
1y returns
14.904%
Fund AUM
₹93 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
₹0
-Infinity% projected returns
Asset Allocation
Equity (94.94%)
Debt & Cash (5.06%)
Sector Allocation
Financial Services
24.70%
Consumer
20.43%
Defensive
11.65%
Basic Materials
10.53%
Industrials
8.06%
Communication
6.84%
Energy
6.49%
Tech
5.97%
Health
5.33%
Size Breakup
Large Cap
53.39%
Mid Cap
33.40%
Small Cap
13.21%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Top 10 Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
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
S. Bharath
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
NA
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 |
|---|---|---|---|
| Sundaram Multi Cap Ser I Direct GrowthNR | Direct | 0.79% | 15.56% |
| Sundaram Multi Cap Ser I Direct Dividend SweepNR | Direct | 0.79% | 15.56% |
| Sundaram Multi Cap Ser I Direct Dividend PayoutNR | Direct | 0.79% | 15.56% |
| Sundaram Multi Cap Ser I Regular Dividend SweepNR | Regular | 1.35% | 14.90% |
| Sundaram Multi Cap Ser I Regular Dividend PayoutNR | Regular | 1.35% | 14.90% |
Peer Funds
Sundaram Multi Cap Ser I Regular Growth
NAV
₹11.1074
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
Manager
Dwijendra Srivastava
Manager
S Krishnakumar
Manager
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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