Overview (as on 19 Oct 2020)

NAV

₹10.9581

1y returns

2.767%

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
23.29%
Consumer
20.47%
Defensive
11.25%
Basic Materials
11.20%
Energy
7.99%
Tech
7.57%
Industrials
7.29%
Communication
5.86%
Health
5.08%
Size Breakup
Large Cap
57.46%
Mid Cap
30.09%
Small Cap
12.46%

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 Payout
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,

Other Related Plans

Peer Funds

Sundaram Multi Cap Ser I Regular Dividend Payout

NAV

₹10.9581

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
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S. Bharath
S. Bharath

Manager

Work Experience
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Dwijendra Srivastava
Dwijendra Srivastava

Manager

Work Experience
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S Krishnakumar
S Krishnakumar

Manager

Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
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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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