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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.61%)
Debt & Cash (1.39%)
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
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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 Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 0.79% | 18.58% | |
Direct | 0.79% | 18.58% | |
Regular | 1.35% | 17.91% | |
Regular | 1.35% | 17.91% |
Peer Funds
Sundaram Multi Cap Ser I Direct Dividend Sweep
NAV
₹14.0981
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

Rohit Seksaria
Manager
Work Experience
"null"

S. Bharath
manager
Work Experience
"null"

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)"