Sundaram Multi Cap-IDCWH Transfer

Fund Category: Multi Cap

Fund Category Multi Cap

Very High Equity IDCW Half Yearly

0 Morning Star

0 Value Research

NAV( 27 Jan 2023)

₹ 48.76
-%

Sundaram Multi Cap-IDCWH Transfer

Invest now
Performance

-%3y Returns

-1.2% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ -
  • Lock In

    0
  • Expense ratio

    2.13%
  • Exit load

    0.0% For units in excess of 25% of the investment
    L After 365 days
    View more
  • 0.0%

    1% will be charged for redemption within 365 days.

Fund details
View Fund Documents
  • Fund size

    ₹ 1,847 Cr
  • Plan

    REGULAR
  • Launch date

    3 Oct 2000
  • Fund type

    OPEN
  • Fund benchmark

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

    INF173K01973
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Hatsun Agro Products Ltd Rights 0.01%
3M India Ltd 2.05%
Ashok Leyland Ltd 1.97%
Astral Ltd 0.17%
Axis Bank Ltd 3.81%
Bajaj Finserv Ltd 1.2%
Bharti Airtel Ltd 2.2%
APL Apollo Tubes Ltd 0.5%
Birla Corporation Ltd 0.84%
Blue Star Ltd 1.01%
Brigade Enterprises Ltd 1.87%
Canara Bank 2.01%
Cholamandalam Investment & Finance Company Ltd 1.52%
Crescent Finstock Ltd 0.01%
Schaeffler India Ltd 1.77%
Fortis Healthcare Ltd 1.23%
Grindwell Norton Ltd 1.1%
Hatsun Agro Products Ltd 0.77%
HDFC Bank Ltd 4.67%
Hindustan Unilever Ltd 2.92%
ICRA Ltd 2.42%
ICICI Bank Ltd 4.72%
Infosys Ltd 3.77%
Cyient Ltd 0.9%
INOX Leisure Ltd 0.9%
JB Chemicals & Pharmaceuticals Ltd 1.1%
JK Cement Ltd 0.66%
KSB Ltd 2.09%
Kajaria Ceramics Ltd 1.05%
Kei Industries Ltd 1.63%
Maruti Suzuki India Ltd 1.77%
Mukerian Papers Ltd 0.0%
Navin Fluorine International Ltd 1.23%
PI Industries Ltd 2.01%
Page Industries Ltd 1.09%
Precision Fasteners Ltd 0.0%
Reliance Industries Ltd 5.83%
SRF Ltd 2.14%
Sangam Health Care Products Ltd 0.0%
State Bank of India 5.25%
Tata Consultancy Services Ltd 1.62%
Cholamandalam Financial Holdings Ltd 0.84%
United Breweries Ltd 1.55%
Virtual Dynamics Software Ltd 0.0%
ZF Commercial Vehicle Control Systems India Ltd 1.12%
Jubilant FoodWorks Ltd 0.77%
Persistent Systems Ltd 0.84%
Avenue Supermarts Ltd 0.99%
PNC Infratech Ltd 1.36%
Chennai Super Kings Ltd 0.01%
Crompton Greaves Consumer Electricals Ltd 2.25%
Aavas Financiers Ltd 1.68%
TCI Express Ltd 1.19%
SBI Life Insurance Company Ltd 0.33%
Amber Enterprises India Ltd 0.83%
Polycab India Ltd 1.49%
Neogen Chemicals Ltd 0.45%
Greenpanel Industries Ltd 1.23%
Affle (India) Ltd 0.3%
Repo 2.65%
Suven Pharmaceuticals Ltd 2.35%
Computer Age Management Services Ltd 1.3%
Gland Pharma Ltd 1.27%
Home First Finance Company India Ltd 0.31%
Anupam Rasayan India Ltd 0.69%
Sona BLW Precision Forgings Ltd 1.24%
Metro Brands Ltd 1.5%
BEML Land Assets Ltd 0.22%
Net Payables -0.61%
Sectors
Company Allocation %
Others 2.04%
Automobile 6.10%
Construction 3.23%
Consumer Staples 5.25%
Materials 3.95%
Financial 26.02%
Diversified 4.19%
Capital Goods 6.98%
Consumer Discretionary 5.59%
Chemicals 4.38%
Textiles 1.09%
Services 7.80%
Energy 5.83%
Technology 7.43%
Insurance 0.33%
Metals & Mining 1.60%
Healthcare 5.95%
Communication 2.20%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

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

    5
  • AUM

    ₹ 11,328 Cr
  • Highest Return

    15.72%
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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