Sundaram Mutual Fund

Sundaram Multi Cap Fund Direct Plan Growth

₹ 375.35

NAV (Apr 04)

28.085%
5 Year CAGR
Scripbox Opinion
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Neutral
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Multi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scheme Information

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Expense Ratio
1.06 %
Launched 12Y ago
2013-01-02
AUM in Crores
2416.6
ISIN
INF173K01FQ0
Lock-in (days)
No Lock-in
Benchmark
Nifty 500 Multicap 50:25:25 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.4
Beta
1
Sharpe Ratio
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Reliance Industries Ltd.

5.91%
5.914%

HDFC Bank Ltd.

4.26%
4.261%

Others

4.1%
4.104%

Power Finance Corporation Ltd.

3.32%
3.324%

Larsen & Toubro Ltd.

3.11%
3.107%
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Allocation by Sector

Financial

21.04%
21.037037%

Capital Goods

10.17%
10.165354%

Technology

8.45%
8.451904%

Energy

8.19%
8.185567%

Services

7.76%
7.764958%
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Frequently Asked Questions

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