Overview (as on 26 Feb 2021)

NAV

₹14.0981

1y returns

18.577%

Fund AUM

₹110 Cr

Expense Ratio

0.79%

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

Asset Allocation

Sector Allocation
Financial Services
29.85%
Consumer
13.88%
Tech
13.57%
Basic Materials
10.10%
Industrials
8.57%
Defensive
7.94%
Energy
7.25%
Health
4.84%
Communication
4.00%
Size Breakup
Large Cap
61.97%
Mid Cap
31.35%
Small Cap
6.68%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

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 Direct Dividend Sweep
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

Fund NamePlan TypeExpense Ratio1yr Returns
Direct0.79%18.58%
Direct0.79%18.58%
Regular1.35%17.91%
Regular1.35%17.91%

Peer Funds

Sundaram Multi Cap Ser I Direct Dividend Sweep

NAV

₹14.0981

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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