Sundaram Multi Cap Growth-G

Fund Category: Multi Cap

Fund Category Multi Cap

Very High Equity G

3 Morning Star

2 Value Research

NAV( 14 Jan 2025)

₹ 353.37
-7.63%

Sundaram Multi Cap Growth-G

Invest now
Performance

11.82%3y Returns

0.77% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.99%
  • Exit load

    1% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 2,772 Cr
  • Plan

    REGULAR
  • Launch date

    3 Oct 2000
  • Fund type

    OPEN
  • Fund benchmark

    Nifty 500 Multicap 50:25:25 Total Return Index
  • ISIN

    INF173K01940
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Axis Bank Ltd 2.22%
Bajaj Auto Ltd 1.28%
Bharat Electronics Ltd 1.66%
Bharat Forge Ltd 0.72%
Bharti Airtel Ltd 1.94%
APL Apollo Tubes Ltd 0.55%
Blue Star Ltd 2.56%
Net Payables -0.04%
Sangam Health Care Products Ltd 0.0%
Sun Pharmaceutical Industries Ltd 1.15%
TVS Holdings Ltd 1.58%
Tata Consultancy Services Ltd 1.31%
Tata Power Company Ltd 0.51%
Titan Company Ltd 1.0%
Cholamandalam Financial Holdings Ltd 1.24%
Ultratech Cement Ltd 1.58%
Virtual Dynamics Software Ltd 0.0%
Jubilant FoodWorks Ltd 2.07%
Kirloskar Oil Engines Ltd 0.49%
Chennai Super Kings Ltd 0.03%
Aavas Financiers Ltd 1.42%
Tube Investments Of India Ltd 1.11%
Balmer Lawrie Freight Containers Ltd 0.0%
Noble Brothers Impex Ltd 0.0%
Amber Enterprises India Ltd 2.4%
Metropolis Healthcare Ltd 0.8%
Affle (India) Ltd 2.4%
Computer Age Management Services Ltd 1.88%
Kalyan Jewellers India Ltd 1.46%
Craftsman Automation Ltd 1.67%
Devyani International Ltd 1.01%
Tega Industries Ltd 0.77%
RateGain Travel Technologies Ltd 1.37%
NIIT Learning Systems Ltd 0.39%
Repo 5.0%
Brigade Enterprises Ltd 1.12%
Chalet Hotels Ltd 1.32%
Coal India Ltd 1.28%
Crescent Finstock Ltd 0.01%
Cummins India Ltd 0.98%
Dr. Reddy's Laboratories Ltd 0.93%
EID-Parry (India) Ltd 0.85%
Schaeffler India Ltd 0.79%
Fortis Healthcare Ltd 1.73%
HCL Technologies Ltd 1.13%
Hatsun Agro Products Ltd 0.73%
HDFC Bank Ltd 4.77%
Hindalco Industries Ltd 1.43%
Hindustan Petroleum Corporation Ltd 1.26%
ICICI Bank Ltd 3.9%
Indian Bank 2.24%
Info Edge (India) Ltd 1.43%
Infosys Ltd 2.89%
JB Chemicals & Pharmaceuticals Ltd 0.95%
JK Cement Ltd 1.48%
Jyothy Labs Ltd 0.86%
KSB Ltd 0.06%
Kajaria Ceramics Ltd 1.69%
Kansai Nerolac Paints Ltd 0.24%
Kei Industries Ltd 2.36%
Kotak Mahindra Bank Ltd 2.52%
LIC Housing Finance Ltd 0.6%
Larsen & Toubro Ltd 3.39%
Lupin Ltd 2.65%
Marico Ltd 1.2%
Maruti Suzuki India Ltd 1.41%
Mphasis Ltd 0.87%
Mukerian Papers Ltd 0.0%
NTPC Ltd 1.55%
PI Industries Ltd 0.77%
Power Finance Corporation Ltd 0.14%
Precision Fasteners Ltd 0.0%
Reliance Industries Ltd 3.76%
SKF India Ltd 1.18%
Sectors
Company Allocation %
Others 4.96%
Automobile 7.77%
Construction 4.51%
Consumer Staples 3.64%
Materials 6.27%
Financial 19.06%
Capital Goods 7.52%
Consumer Discretionary 7.42%
Chemicals 0.77%
Services 8.13%
Energy 7.08%
Technology 9.97%
Metals & Mining 2.75%
Healthcare 8.21%
Communication 1.94%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    6
  • AUM

    ₹ 20,481 Cr
  • Highest Return

    20.15%
About

Ratish Varier Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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