Sundaram Multi Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Cap Growth Direct Plan

NAV
₹427.2792
-0.31%
(24 Jul)
AUM
2,853 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.0%
+7.0%
+5.8%
+3.8%
+3.2%
+2.9%
3Y
+26.1%
+27.4%
+20.7%
+22.0%
+26.1%
+27.4%
5Y
NA
+32.5%
+24.8%
+25.5%
NA
NA
ALL
+19.3%
+17.4%
+17.2%
+15.3%
+21.3%
+20.2%
VOL
13.9%
17.0%
16.8%
-
14.8%
15.7%
TER
0.7%
0.7%
0.9%
-
0.7%
0.4%
AUM
₹8,272 Cr
₹45,366 Cr
₹2,853 Cr
-
₹18,513 Cr
₹18,904 Cr
INFO
1.39
1.02
1.03
-
1.44
1.29
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Multi Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
6.0%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.2%
Kotak Mahindra Bank Ltd
3.5%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.4%
Bharti Airtel Ltd
2.6%
Affle 3i Ltd
2.5%
Indian Bank
2.0%
Infosys Ltd
2.0%
Top industry exposure
Financial Services
26.1%
Industrials
17.3%
Consumer Cyclical
13.3%
Energy
7.4%
Technology
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
55%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Fund manager(s)
Ratish Varier

FAQs