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

Asset Allocation

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

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 Dividend Sweep
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

Peer Funds

Sundaram Multi Cap Ser I Regular Dividend Sweep

NAV

₹11.1074

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

Manager

Dwijendra Srivastava
Dwijendra Srivastava

Manager

S Krishnakumar
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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