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Sundaram Multi Cap Fund(H-IDCW)

IDCW
EquityMulti Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,758 Cr
Very High RiskPrinciple investment will be at very high risk
93.580.30% (+0.28)

Price Chart

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Returns
0.00%
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EquityMulti Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,758 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9046.641.55
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2752.281.50

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 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

Comparing 3 mutual funds from 
EquityMulti Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife 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
Compare Sundaram Multi Cap Fund(H-IDCW) with any MF, ETF, stock or index
Sundaram Multi Cap Fund(H-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity3.14%96.86%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+33 morePharmaceuticalsOil & Gas - Refining & MarketingConstruction & EngineeringIT Services & ConsultingPrivate Banks59.72 %5.20 %5.47 %6.56 %10.08 %12.97 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2411.60%10.59%11.88%10.78%10.86%12.97%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.44 %

    Holdings

    4.70 %

    0.44 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -1.57 %

    Holdings

    4.34 %

    -1.57 %
  • Larsen and Toubro Ltd
    LT
    3M 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.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ratish Varier

AUM:  ₹20,103.76 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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