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Sundaram Multi Cap Fund(H-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.90 | 46.64 | 1.55 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.27 | 52.28 | 1.50 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Multi Cap Fund
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Peers & Comparison
EquityMulti Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Multi Cap Fund(H-IDCW) | 19.60% | 10.12% | 11.19% |
| Nippon India Multi Cap Fund(IDCW) | 27.30% | 21.55% | 11.46% |
| SBI Multicap Fund(IDCW Payout) | 31.74% | — | 21.89% |
| HDFC Multi Cap Fund(IDCW Reinvst) | 23.76% | — | 23.87% |
Price Comparison
Compare Sundaram Multi Cap Fund(H-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.44 %
Holdings
4.70 %
0.44 % - Reliance Industries Ltd3M change : -1.57 %
Holdings
4.34 %
-1.57 % - Larsen and Toubro Ltd3M change : 0.53 %
Holdings
3.63 %
0.53 %
AMC Profile
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,151.86 Cr.
Fund Manager Profile
Sudhir Kedia
AUM: ₹9,071.98 Cr.
|
Exp: —
Ratish Varier
AUM: ₹20,103.76 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%