Sundaram Multi Cap Fund – Series I – Direct Growth

₹ -
Min SIP
₹ 5,000
Min Lumpsum
0.79 %
Expense Ratio
Rating
146
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 28 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.5% 24.6% 14% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
St Bk of India
3.04%
Reliance Industr
3.03%
Infosys
3%
Sun Pharma.Inds.
1.93%
PVR Inox
1.32%
Others
87.69%
View all Holdings
Holdings Sector Instrument Asset
St Bk of India - - 3.04%
Reliance Industr - - 3.03%
Infosys - - 3%
Sun Pharma.Inds. - - 1.93%
PVR Inox - - 1.32%
Jindal Steel - - 1.04%
H D F C - - 1%
Crompton Gr. Con - - 0.79%
ICICI Bank - - 0.75%
Schaeffler India - - 0.71%
Tata Steel - - 0.57%
IndusInd Bank - - 0.56%
B P C L - - 0.54%
Coromandel Inter - - 0.4%
H P C L - - 0.4%
Sapphire Foods - - 0.36%
Debt
67.66%
Cash & Others
12.9%
Banks
4.36%
Petroleum Products
3.96%
IT-Software
3%
Others
8.13%
View all Sectors
Sectors Asset
Debt 67.66%
Cash & Others 12.9%
Banks 4.36%
Petroleum Products 3.96%
IT-Software 3%
Pharmaceuticals & Biotech 1.93%
Ferrous Metals 1.62%
Entertainment 1.32%
Finance 1%
Consumer Durables 0.79%
Auto Components 0.71%
Fertilisers & Agrochemica 0.4%
Leisure Services 0.36%
Reverse Repos
97.3%
Net Curr Ass/Net Receivables
2.7%

Advance Ratio

0.01
Alpha
0.95
SD
0.88
Beta
0.07
Sharpe

Exit Load

Exit Load Nil

Fund Objective

the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments. No Guarantee: there is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. there is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management company.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Multi Cap Fund – Series I – Direct Growth ?

You can invest in Sundaram Multi Cap Fund – Series I – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Multi Cap Fund – Series I – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of Sundaram Multi Cap Fund – Series I – Direct Growth ?

The expense ratio of Sundaram Multi Cap Fund – Series I – Direct Growth is 0.79 % as of 28 June 2023.

What is the AUM of Sundaram Multi Cap Fund – Series I – Direct Growth?

The AUM of Sundaram Multi Cap Fund – Series I – Direct Growth is ₹45,611 Cr as of 28 June 2023

What are the top sectors Sundaram Multi Cap Fund – Series I – Direct Growth has invested in?

The top sectors Sundaram Multi Cap Fund – Series I – Direct Growth has invested in are
  1. Debt - 67.66%
  2. Cash & Others - 12.9%
  3. Banks - 4.36%
  4. Petroleum Products - 3.96%
  5. IT-Software - 3%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Multi Cap Fund – Series I – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Multi Cap Fund – Series I – Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Multi Cap Fund – Series I – Direct Growth ?

The NAV of Sundaram Multi Cap Fund – Series I – Direct Growth is ₹17.8 as of 28 June 2023.

How to redeem Sundaram Multi Cap Fund – Series I – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of Sundaram Multi Cap Fund – Series I – Direct Growth?

The top stock holdings of Sundaram Multi Cap Fund – Series I – Direct Growth are
  1. St Bk of India - 3.04%
  2. Reliance Industr - 3.03%
  3. Infosys - 3%
  4. Sun Pharma.Inds. - 1.93%
  5. PVR Inox - 1.32%

How can I redeem my investments in Sundaram Multi Cap Fund – Series I – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Multi Cap Fund – Series I – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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