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Sundaram Multi Cap Fund(G)

As on Mar-27-2023 change fund
223.00  up-0.82 (-0.36%)

fund objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)143.25106.05179.91236.57223.81
Net Assets(Rs Crores) (as on 24-Mar-2023) 875.48 517.90 713.65 1795.35 1795.11
Scheme Returns(%)(Absolute)1.28-26.3075.6830.16-6.50
B'mark Returns(%)(Absolute)NANANANANA
Category Rank133/261151/234107/21844/20420/24
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-10.4512.260.22NA
2021-202213.2213.554.69-2.30
2020-202117.399.6921.228.69
2019-2020-0.44-4.695.89-26.32
2018-2019-0.41-1.130.923.44
Top 10 holdings
company (%)
ICICI Bank Ltd.5.59 
Reliance Industries Ltd.5.47 
HDFC Bank Ltd.4.72 
State Bank Of India3.95 
Infosys Ltd.3.83 
Axis Bank Ltd.2.99 
Hindustan Unilever Ltd.2.37 
Suven Pharmaceuticals Ltd.2.35 
ICRA Ltd.2.34 
KSB Ltd.2.13 

Category

Multi Cap Fund

Launch Date

25-Oct-00

Scheme Benchmark

NA

AUM ( in Cr.)

1,795.11

portfolio price to book value

6.34

investing style?

Large Growth

fund manager?

Sudhir Kedia,Ratish Varier

inception date (regular plan)

25-Oct-00

expense ratio (regular plan) %

2.09

Top 10 sectors
sectors (%)
Bank - Private13.30
IT - Software7.17
Refineries5.47
Pharmaceuticals & Drugs4.95
Bank - Public4.26
Diversified3.96
Cable3.81
Finance - Housing3.38
Chemicals2.84
Auto Ancillary2.72

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

to go
  • 1M
  • 3M
  • 6M
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  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Multi Cap Fund(G)(Adjusted)Large-Growth 25-Oct-20001,795.11-3.8326.588.4715.0314.57
Quant Active Fund(G)Large-Growth 20-Mar-20013,531.89-4.0444.1118.0220.3018.23
Nippon India Multi Cap Fund(G)Large-Growth 28-Mar-200514,091.967.5734.7812.0314.5616.60
Mahindra Manulife Multi Cap Fund-Reg(G)Large-Growth 11-May-20171,515.13-2.9830.7013.14NA12.12
ICICI Pru Multicap Fund(G)Large-Growth 01-Oct-19946,929.063.4529.3410.4814.8314.24
Baroda BNP Paribas Multi Cap Fund-Reg(G)Large-Growth 12-Sep-20031,628.82-4.5728.7110.9713.3515.34
Invesco India Multicap Fund(G)Large-Growth 17-Mar-20082,347.90-1.1926.848.9516.6014.23
Sundaram Multi Cap Fund-Sr I-Reg(G)Large-Growth 28-Jun-2018143.49-0.1125.69NANA11.32
ITI Multi-Cap Fund-Reg(G)Large-Growth 15-May-2019506.624.0119.57NANA7.56
HDFC Multi Cap Fund-Reg(G)Large-Growth 10-Dec-20215,789.767.76NANANA3.89
Kotak Multicap Fund-Reg(G)Large-Growth 29-Sep-20213,911.555.94NANANA-0.40
Bandhan Multi Cap Fund-Reg(G)Large-Growth 02-Dec-20211,182.833.31NANANA1.98
Aditya Birla SL Multi-Cap Fund-Reg(G)Large-Growth 07-May-20213,591.86-2.42NANANA8.71
SBI Multicap Fund-Reg(G)Large-Growth 08-Mar-202211,705.39-3.39NANANA-1.10
Axis Multicap Fund-Reg(G)Large-Growth 17-Dec-20214,350.02-4.74NANANA-6.02
LIC MF Multi Cap Fund-Reg(G)Large-Growth 31-Oct-2022476.95NANANANA-6.27
Tata Multicap Fund-Reg(G)Large-Growth 02-Feb-20231,815.98NANANANA-3.91
Union Multicap Fund-Reg(G)Large-Growth 19-Dec-2022463.63NANANANA-8.40
HSBC Multi Cap Fund-Reg(G)Large-Growth 30-Jan-20231,228.38NANANANA-2.07
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