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- Sundaram Multi Cap Fund Growth Adjusted
Sundaram Multi Cap Fund Growth Adjusted
NAV (Apr 26,2024)
Sundaram Multi Cap Fund - Growth (Adjusted) is a mutual fund scheme that aims for long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across different market capitalization. With an expense ratio of 2.03%, the scheme has a PE ratio of 43.56 and a PB ratio of 7.27. The minimum investment required is INR 100, and there is no lock-in period. Established on October 25, 2000, the scheme has an AUM of INR 2344.03 crores.
Sundaram Multi Cap Fund Growth Adjusted Latest Trend
- 1M
- 2M
- 3M
Sundaram Multi Cap Fund Growth Adjusted Latest Trend
Risk Ratios
- P/E Ratio43.56
- P/B Ratio7.27
- Alpha0.00
- Beta0.84
- Sharpe0.20
- Sortino0.34
Fund Overview
2.03%
0%
No Lock-in
₹ 2344.03 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 14,137.06 (41.37%) | ₹ 17,965.21 (79.65%) | ₹ 21,789.73 (117.90%) | ₹ 10,497.22 (4.97%) | ₹ 12,405.1 (24.05%) |
₹ 30,000 | ₹ 42,411.18 (41.37%) | ₹ 53,895.63 (79.65%) | ₹ 65,369.19 (117.90%) | ₹ 31,491.66 (4.97%) | ₹ 37,215.3 (24.05%) |
₹ 50,000 | ₹ 70,685.3 (41.37%) | ₹ 89,826.05 (79.65%) | ₹ 1,08,948.65 (117.90%) | ₹ 52,486.1 (4.97%) | ₹ 62,025.5 (24.05%) |
₹ 80,000 | ₹ 1,13,096.48 (41.37%) | ₹ 1,43,721.68 (79.65%) | ₹ 1,74,317.84 (117.90%) | ₹ 83,977.76 (4.97%) | ₹ 99,240.8 (24.05%) |
₹ 1,00,000 | ₹ 1,41,370.6 (41.37%) | ₹ 1,79,652.1 (79.65%) | ₹ 2,17,897.3 (117.90%) | ₹ 1,04,972.2 (4.97%) | ₹ 1,24,051 (24.05%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Ltd5.86%
- HDFC Bank Ltd4.73%
- Reliance Industries Ltd4.44%
- TREPS3.52%
- Power Finance Corporation Ltd3.39%
- NTPC LTD3.23%
- KSB LTD2.81%
- Infosys Ltd2.31%
- Sun Pharmaceutical Industries Ltd2.26%
- Fortis Health Care Ltd2.21%
- KEI Industries Ltd2.10%
- Cholamandalam Investment and Finance Company Ltd2.09%
- TVS Holdings Ltd1.99%
- ITC Ltd1.97%
- State Bank of India1.96%
- Bajaj Finserv Ltd1.90%
- Brigade Enterprises Ltd1.87%
- Shriram Finance Ltd1.87%
- Suven Pharmaceuticals Ltd1.83%
- Polycab India Ltd1.73%
- M India Ltd1.73%
- JB Chemicals & Pharmaceuticals Ltd1.71%
- Birla Corporation Ltd1.71%
- Metro Brands Ltd1.71%
- Hindustan UniLever Ltd1.68%
- REC Ltd1.68%
- Tata Consultancy Services Ltd1.63%
- ZF Commercial Vehicle Control Systems I Ltd1.48%
- Tube Investments of India Ltd1.47%
- Aavas Financiers Ltd1.44%
- Affle India Ltd1.41%
- Coforge Ltd1.38%
- Maruti Suzuki India Ltd1.38%
- Sona BLW Precision Forgings Ltd1.29%
- Blue Star Ltd1.26%
- Amber Enterprises India Ltd1.20%
- Jubilant Foodworks Ltd1.17%
- Bharat Electronics Ltd1.15%
- Grindwell Norton Ltd1.14%
- Computer Age Management Services Ltd1.10%
- Bajaj Auto Ltd1.05%
- Navin Fluorine International Ltd1.04%
- Bharti Airtel Ltd1.03%
- Info Edge India Ltd1.00%
- ICRA Ltd0.97%
- Hatsun Agro Product Ltd0.97%
- Kajaria Ceramics Ltd0.94%
- Schaeffler India Ltd0.93%
- Neogen Chemicals Ltd0.90%
- Chalet Hotels Ltd0.87%
- PI Industries Ltd0.77%
- TCI Express Ltd0.77%
- NIIT Learning Systems Ltd0.70%
- Creditaccess Grameen Ltd0.61%
- PVR INOX Ltd0.59%
- APL Apollo Tubes Ltd0.56%
- Indian Bank0.55%
- Astral Ltd0.54%
- Metropolis Healthcare Ltd0.54%
- Bank of India0.52%
- Indian Renewable Energy Development Agency Ltd0.49%
- Larsen & Toubro Ltd0.45%
- Finolex Industries Ltd0.32%
- Century Plyboards India Ltd0.10%
- Titan Company Ltd0.03%
- Chennai Super Kings Ltd0.01%
- Crescent Finstock Ltd0.01%
- Mukerian Papers Ltd0.00%
- Sangam Health Care Products Ltd0.00%
- Virtual Dynamics Software Ltd0.00%
- Noble Brothers Impex Ltd0.00%
- Balmer Lawrie Freight Containers Ltd0.00%
- Precision Fasteners Ltd0.00%
- Cash and Other Net Current Assets-0.05%
- Bank - Private10.59%
- IT - Software6.02%
- Finance Term Lending5.07%
- Finance - NBFC5.05%
- Auto Ancillary4.76%
- Refineries4.44%
- Cable3.83%
- BPO/ITeS3.52%
- Miscellaneous3.46%
- Diversified3.44%
- Bank - Public3.04%
- Air Conditioners2.46%
- Consumer Food2.13%
- Cigarettes/Tobacco1.97%
- Chemicals1.94%
- Finance - Investment1.90%
- Retailing1.71%
- Cycles1.47%
- Finance - Housing1.44%
- Abrasives1.14%
- Ratings0.97%
- Bearings0.93%
- Plastic Products0.86%
- Logistics0.77%
- Wood & Wood Products0.10%
- Diamond & Jewellery0.03%
- Leather0.00%
- Packaging0.00%
- Fasteners0.00%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HSBC Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 31.40% |
Quant Active Fund - Growth | EQUITY | Very High | 29.22% |
ITI Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.83% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.32% |
Bank of India Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.48% |
WhiteOak Capital Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.92% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 20.56% |
Canara Robeco Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 17.10% |
Tata Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 14.65% |
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 13.48% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ITI Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 51.45% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 45.45% |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 44.71% |
Union Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 39.94% |
LIC MF Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.29% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.18% |
Bandhan Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 36.19% |
SBI Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 35.40% |
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.33% |
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth | EQUITY | Very High | -1.08% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 31.55% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.12% |
Quant Active Fund - Growth | EQUITY | Very High | 27.16% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 25.75% |
ICICI Prudential Multicap Fund - Growth | EQUITY | Very High | 24.17% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.73% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 21.31% |
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth | EQUITY | Very High | 20.86% |
ITI Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Active Fund - Growth | EQUITY | Very High | 29.05% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 26.06% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.30% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.41% |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 20.40% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 19.12% |
ICICI Prudential Multicap Fund - Growth | EQUITY | Very High | 18.79% |
Fund Managers
Mr. Sudhir KediaFund Manager
Mr. Ratish VarierFund Manager
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Sundaram Multi Cap Fund - Growth (Adjusted)
Sundaram Multi Cap Fund - Growth (Adjusted)
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