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Business News/Market/Market Stats/    Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

+
  • Equity
  • Multi-Cap
  • Rating 3
  • Plan
368.09 -3.24 (-0.87%) NAV as on 12 Nov, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2914.78
  • CAGR 32.00%
  • Exit Load1.00%
  • Expense ratio1.96%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2000-10-25

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 13 November 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 112.90
  • 3.96%
  • Ksb
  • 69.59
  • 2.44%
View More

Risk & Volitility

  • Alpha -0.04%
  • Beta 0.95
  • Sharpe Ratio0.79
  • Std Deviation 13.26%
  • Tracking Error 4.24%

About Fund

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.

 

The Sundaram Multi Cap Fund Growth has an AUM of 2914.78 crores & has delivered CAGR of 21.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in Sundaram Multi Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, HDFC Bank, Treps & Power Finance Corp.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Oil & Gas Operations.

 

Some of the similar funds are Baroda BNP Paribas Multi Cap Fund Regular Growth, Sundaram Multi Cap Fund Growth, Mirae Asset Multicap Fund Regular Growth, Tata Multicap Fund Regular Growth, Bandhan Multi Cap Fund Regular Growth. Sundaram Multi Cap Fund Growth has a sharpe ratio of 0.79 & a standard deviation of 13.26%.

FAQs about Sundaram Multi Cap Fund Growth

According to the morning star rating Sundaram Multi Cap Fund Growth has a Medium risk & Exceptional return.
Sundaram Multi Cap Fund Growth is managed by Ratish Varier,Sudhir Kedia.
The expense ratio of Sundaram Multi Cap Fund Growth is 1.96%.
The 5 year annualized return on Sundaram Multi Cap Fund Growth is 21.20% & it has generated 32.00% in the last 1 year.
The minimum investment in Sundaram Multi Cap Fund Growth is 100 Rs.
Sundaram Multi Cap Fund Growth has an AUM of 2914.78 crores.
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