Mutual Fund Research

Sundaram Multi Cap Fund-Sr I-Reg(G)

As on Jun-28-2023 change fund
17.37  up0.01 (0.03%)

fund objective

the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments.

riskometer

Investors understand that their principal will be at low risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 28-Jun-2023)8.3413.8916.9816.9817.37
Net Assets(Rs Crores) (as on 28-Jun-2023) 71.29 118.80 144.03 144.03 146.73
Scheme Returns(%)(Absolute)-17.3670.1121.13-0.802.20
B'mark Returns(%)(Absolute)NANANANANA
Category Rank42/234143/21899/20410/2426/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-20242.28NANANA
2022-2023-8.6711.143.27-4.62
2021-202210.1711.120.51-0.60
2020-202120.698.2320.266.05
2019-20200.382.848.00-25.68
Top 10 holdings
company (%)
No Data Found

Category

Multi Cap Fund

Launch Date

NA

Scheme Benchmark

S&P BSE 500

AUM ( in Cr.)

146.73

portfolio price to book value

NA

investing style?

Small Value

fund manager?

Rohit Seksaria,Sudhir Kedia

inception date (regular plan)

NA

expense ratio (regular plan) %

NA

Top 10 sectors
sectors (%)
No Data Found

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
No Data Found
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