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Sundaram Multi Cap Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term Capital Growth

• Investment in equity & equity related securities including equity derivatives of companies across market capitalization

Fund Info

Scheme Class	Equity
Scheme Category	Multi-Cap
Expense Ratio	0.96%
Min subscription	₹ 300

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,785
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 300

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Flexicap Fund - Direct Plan	1000	1000	17.55%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	24.94%
HSBC Value Fund - Direct Plan	1000	1000	30.7%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	24.18%
Kotak Flexicap Fund - Direct Plan	1000	1000	24.07%
HDFC Flexi Cap Fund - Direct Plan	1000	1000	33.51%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	24.94%
Parag Parikh Flexi Cap Fund - Direct Plan	1000	1000	30.16%
Kotak Flexicap Fund - Direct Plan	1000	1000	24.07%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
Reliance Industries Ltd	Equity	6
HDFC Bank Ltd	Equity	5
Infosys Ltd	Equity	4
State Bank of India	Equity	4
Axis Bank Ltd	Equity	3
Hindustan Unilever Ltd	Equity	2
KSB Ltd	Equity	2
Suven Pharmaceuticals Ltd	Equity	2
Navin Fluorine International Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	2
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	28
Industrials	17
Consumer Cyclical	13
Basic Materials	9
Healthcare	7

Fund Manager

Ratish Varier

1+ years of experience

Sudhir Kedia

1+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m