No NFO data available for this page.
3 Year return
22.95%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2497.79 Cr.
Expense Ratio
0.88% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| KSB | 3.3 % |
| Sundaram Liquid Fund - Direct (G) | 3.02 % |
| TREPS | 2.86 % |
| NTPC | 2.84 % |
| Indian Bank | 2.78 % |
| Infosys | 2.64 % |
| KEI Industries | 2.33 % |
| Brigade Enterpr. | 2.23 % |
| ITC | 2.09 % |
| TVS Holdings | 2.02 % |
| Kajaria Ceramics | 2.01 % |
| J B Chem & Pharm | 2 % |
| Fortis Health. | 1.92 % |
| Blue Star | 1.87 % |
| Cams Services | 1.87 % |
| REC Ltd | 1.71 % |
| CreditAcc. Gram. | 1.66 % |
| Affle India | 1.65 % |
| Bharti Airtel | 1.57 % |
| TCS | 1.54 % |
| AAVAS Financiers | 1.52 % |
| Jubilant Food. | 1.47 % |
| Tube Investments | 1.46 % |
| Bajaj Auto | 1.44 % |
| Hind. Unilever | 1.41 % |
| Amber Enterp. | 1.39 % |
| Bharat Electron | 1.37 % |
| Sun Pharma.Inds. | 1.35 % |
| Polycab India | 1.27 % |
| Kalyan Jewellers | 1.24 % |
| Birla Corpn. | 1.22 % |
| ZF Commercial | 1.2 % |
| Chalet Hotels | 1.12 % |
| Info Edg.(India) | 1.09 % |
| Grasim Inds | 1.05 % |
| Coforge | 1.05 % |
| H P C L | 1.04 % |
| Devyani Intl. | 1.03 % |
| Schaeffler India | 1.01 % |
| Lupin | 0.99 % |
| Grindwell Norton | 0.97 % |
| Hatsun Agro | 0.88 % |
| Neogen Chemicals | 0.88 % |
| Chola Financial | 0.86 % |
| P I Industries | 0.85 % |
| 3M India | 0.84 % |
| Cummins India | 0.79 % |
| Mphasis | 0.78 % |
| Metro Brands | 0.71 % |
| Larsen & Toubro | 0.63 % |
| APL Apollo Tubes | 0.6 % |
| CEAT | 0.54 % |
| Metropolis Healt | 0.43 % |
| Margin Money For Derivatives | 0.4 % |
| NIIT Learning | 0.38 % |
| ICRA | 0.37 % |
| Siemens | 0.35 % |
| Century Plyboard | 0.34 % |
| Kansai Nerolac | 0.31 % |
| Metropolis Healt | 0.22 % |
| Chennai Super | 0.01 % |
| Crescent Finst. | 0.01 % |
| Prec. Fastners | 0 % |
| Balmer Lawr.Frei | 0 % |
| Virtual Dynamics | 0 % |
| Noble Brothers | 0 % |
| Sangam Health | 0 % |
| Mukerian Paper | 0 % |
| Net CA & Others | -1.34 % |
Sundaram Mutual Fund Managers
SK
Sudhir Kedia
Fund Manager since Jul 2019
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Multi Cap Fund Direct Plan IDCW Payout |
32.21% |
4 |
|
Quant Active Fund IDCW Direct Plan Payout |
25.96% |
4 |
|
Mahindra Manulife Multi Cap Fund Direct Plan IDCW Payout |
25.41% |
3 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan-Growth
Formerly known as Principal Multi Cap Growth Fund, the Sundaram Multi Cap Fund Direct Plan-Growth is an open-ended equity mutual fund. The scheme invests in large, mid, and small-cap stocks. Sundaram Equity Fund and Principal Multi Cap Growth Fund amalgamated resulting in the new scheme name. The multi-cap scheme falls under the Sundaram Mutual Fund and has the Nifty 500 Multicap 50:25:25 Total Return Index as its benchmark.
Investment Objective of The Scheme
Sundaram Multi Cap Fund Direct Plan Growth has an investment goal of building a portfolio with a well-balanced mix of large, mid, and small-cap stocks. Compared to single-cap funds, it offers greater risk-adjusted returns since it reduces potential downside without sacrificing potential upside. With an emphasis on secular growth possibilities, cyclical recovery, and new themes/businesses, the fund uses a combination of top-down and bottom-up techniques. The fund is actively managed and adheres to the most profitable concepts across cap curves.
Key Features of The Fund
| 5-year return | 19.98% |
| Expense Ratio | 0.88% |
| Fund Manager | Sudhir Kedia |
| Fund Size | ₹2497.79 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Sundaram Multi Cap Fund Direct Plan Growth is appropriate for investors who desire mid-and small-cap stocks exposure. If you are looking for a regular income via investments, you may consider this option. The fund is appropriate for investors who want to achieve capital growth while avoiding risk, have a three to five-year investment horizon, and have a very high-risk tolerance.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
