Sign up TODAY and try all premium features FREE for a Month!
Sign Up
Home Mf Research Sundaram Multi Cap Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

SUNDARAM MULTI CAP FUND - REGULAR PLAN - GROWTH

Equity Equity Multi Cap
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-03)
370.08 -0.39%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹1,000.71
0.07 %
Two Week 2025-05-19 ₹1,000.00 ₹1,000.63
0.06 %
1 Month 2025-05-05 ₹1,000.00 ₹1,036.11
3.61 %
Three Months 2025-03-05 ₹3,000.00 ₹3,247.40
8.25 %
Six Months 2024-12-05 ₹6,000.00 ₹6,276.49
4.61 %
One Year 2024-06-03 ₹12,000.00 ₹12,200.23
1.67 %
Three Year 2022-06-06 ₹36,000.00 ₹46,682.99
29.67 %
Since Inception 2021-12-30 ₹42,000.00 ₹56,058.42
33.47 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Reliance Industries Ltd Unknown Equity 5.9
HDFC Bank Ltd Banking Equity 4.3
Power Finance Corporation Ltd Finance Equity 3.3
Larsen & Toubro Ltd Construction Equity 3.1
Infosys Ltd IT Equity 3.1
Indian Bank Banking Equity 2.9
NTPC LTD Power Equity 2.9
TVS Holdings Ltd Automobile Equity 2.7
KSB LTD Engineering Equity 2.7
Brigade Enterprises Ltd Real Estate Equity 2.4
Axis Bank Ltd Banking Equity 2.4
Computer Age Management Services Ltd Financial Services Equity 2.3
Kajaria Ceramics Ltd Ceramics Equity 2.1
Lupin Ltd Pharmaceuticals Equity 2.1
KEI Industries Ltd Electrical Equity 2.1
Blue Star Ltd Cooling Systems Equity 2.1
Affle Ltd Technology Equity 2.0
ICICI Bank Ltd Banking Equity 2.0
Jubilant Foodworks Ltd Food Services Equity 1.8
Fortis Health Care Ltd Healthcare Equity 1.7
Cholamandalam Financial Holdings Ltd Finance Equity 1.7
Bharat Electronics Ltd Defense Equity 1.6
Bharti Airtel Ltd Telecom Equity 1.6
Hindalco Industries Ltd Metals Equity 1.6
JB Chemicals & Pharmaceuticals Ltd Pharmaceutical Equity 1.5
Kalyan Jewellers India Ltd Jewelry Equity 1.5
Hindustan Unilever Ltd FMCG Equity 1.5
Tube Investments of India Ltd Engineering Equity 1.5
Rate Gain Travel Technologies Ltd Travel Tech Equity 1.4
Aavas Financiers Ltd Finance Equity 1.4
Amber Enterprises India Ltd Manufacturing Equity 1.4
Bajaj Auto Ltd Automobile Equity 1.4
Tata Consultancy Services Ltd IT Services Equity 1.4
Sun Pharmaceutical Industries Ltd Pharmaceutical Equity 1.4
Kotak Mahindra Bank Ltd Banking Equity 1.3
Coal India Ltd Mining Equity 1.3
ZF Commercial Vehicle Control Systems I Ltd Automotive Equity 1.2
JK Cement Ltd Cement Equity 1.2
Creditaccess Grameen Ltd Finance Equity 1.2
Info Edge Ltd Technology Equity 1.1
Hindustan Petroleum Corporation Ltd Oil & Gas Equity 1.1
Schaeffler India Ltd Engineering Equity 1.0
Craftsman Automation Ltd Manufacturing Equity 1.0
Devyani International Limited Food Services Equity 1.0
Havells India Ltd Electricals Equity 1.0
Chalet Hotels Ltd Hospitality Equity 1.0
Ceat Ltd Tyres Equity 0.9
PI Industries Ltd Chemicals Equity 0.9
Hatsun Agro Product Ltd Dairy Equity 0.9
MphasiS Ltd IT Services Equity 0.9
Marico Ltd FMCG Equity 0.8
Cummins India Ltd Engines Equity 0.8
Metropolis Healthcare Ltd Healthcare Equity 0.7
EID Parry India Ltd Sugar Equity 0.5
APL Apollo Tubes Ltd Steel Equity 0.5
NIIT Learning Systems Ltd Education Equity 0.3
Kansai Nerolac Paints Ltd Paints Equity 0.3
Century Plyboards Ltd Plywood Equity 0.2
Chennai Super Kings Ltd Sports Equity 0.0
Crescent Finstock Ltd Finance Equity 0.0
Balmer Lawrie Freight Containers Ltd Logistics Equity 0.0
Noble Brothers Impex Ltd Trading Equity 0.0
Mukerian Papers Ltd Papers Equity 0.0
Sangam Health Care Products Ltd Healthcare Equity 0.0
Precision Fasteners Ltd Engineering Equity 0.0
Virtual Dynamics Software Ltd IT Equity 0.0
SIP Calculator
Risk Ratios
Standard Deviation
12.8
Beta
0.9
Sharpe Ratio
1.1
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Sudhir Kedia (18 years), Ratish B Varier (18 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment: No Exit Load. If more than 25% of the units are redeemed: Exit load of 1%.

FAQs

Is a Mutual Fund with a Lower NAV Better?
What Are the Charges in Mutual Fund Investments?
What Are the Tax Benefits of Mutual Funds?
Is It a Good Time to Invest in Mutual Funds?
What Is the Difference Between Dividend and Growth Plans?
Should I Invest in Infrastructure Funds?
What Are Sector-Specific Funds/Schemes?
What Happens If I Miss an SIP Payment?
How Can I Compare Different Mutual Funds?