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

Sundaram Multi Cap Growth Direct Plan

NAV
₹383.4802
-2.05%
(27 Mar)
AUM
2,827 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.0%
+5.7%
+4.7%
+3.2%
+1.4%
-1.1%
3Y
+21.3%
+23.4%
+22.6%
+23.1%
+17.9%
+16.6%
5Y
NA
NA
NA
NA
+15.7%
+15.2%
ALL
+20.2%
+15.6%
+20.9%
+14.2%
+12.5%
+15.3%
VOL
15.5%
15.6%
15.2%
13.9%
-
16.6%
TER
0.8%
0.5%
0.6%
0.7%
-
0.9%
AUM
₹1,012 Cr
₹23,886 Cr
₹5,301 Cr
₹9,361 Cr
-
₹2,827 Cr
INFO
1.30
1.00
1.37
1.02
-
0.92
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 28th Feb
Top holdings
HDFC Bank Ltd
6.4%
ICICI Bank Ltd
5.4%
Larsen & Toubro Ltd
4.0%
Kotak Mahindra Bank Ltd
3.9%
Bharti Airtel Ltd
3.2%
Reliance Industries Ltd
2.9%
Mahindra & Mahindra Financial Services Ltd
2.6%
Treps
2.4%
TVS Holdings Ltd
2.1%
Mahindra & Mahindra Ltd
2.0%
Top industry exposure
Financial Services
26.5%
Industrials
19.1%
Consumer Cyclical
14.8%
Consumer Defensive
6.2%
Communication Services
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
43%
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)
S. Bharath
Shalav Saket

FAQs