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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.86 | 46.59 | 1.86 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 52.49 | 0.71 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Multi Cap Fund | 30.07% | 15.00% | 17.58% |
Nippon India Multi Cap Fund | 35.56% | 23.32% | 17.66% |
SBI Multicap Fund | 31.78% | — | 19.65% |
HDFC Multi Cap Fund | 31.15% | — | 23.90% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
4.70 %
Holdings
4.34 %
Holdings
3.63 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 67,241.13 Cr.
Sudhir Kedia
AUM: ₹9,205.80 Cr.
|
Exp: —
Ratish Varier
AUM: ₹20,330.29 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%