Sundaram Multi Cap Fund Half Yearly Idcw Direct Plan

83.22
NAV (Apr 26,2024)

Invest in the Sundaram Multi Cap Fund - Half Yearly IDCW - Direct Plan to diversify your investment portfolio. With an expense ratio of 0.91, this fund offers potential returns. The fund has an established date of January 1, 2013, and a minimum investment requirement of INR 100. The fund's asset under management stands at INR 2,344.03. It has a price-to-earnings ratio of 43.56 and a price-to-book ratio of 7.27. Start investing now for long-term growth opportunities.

Sundaram Multi Cap Fund Half Yearly Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Multi Cap Fund Half Yearly Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    43.56
  • P/B Ratio
    UM_URBAN_MONEY

    7.27
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.91%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

2344.03 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 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 %)

10,526.43 (5.26%)12,474.26 (24.74%)14,295.95 (42.96%)19,152.48 (91.52%)24,140.51 (141.41%)
31,579.29 (5.26%)37,422.78 (24.74%)42,887.85 (42.96%)57,457.44 (91.52%)72,421.53 (141.41%)
52,632.15 (5.26%)62,371.3 (24.74%)71,479.75 (42.96%)95,762.4 (91.52%)1,20,702.55 (141.41%)
84,211.44 (5.26%)99,794.08 (24.74%)1,14,367.6 (42.96%)1,53,219.84 (91.52%)1,93,124.08 (141.41%)
1,05,264.3 (5.26%)1,24,742.6 (24.74%)1,42,959.5 (42.96%)1,91,524.8 (91.52%)2,41,405.1 (141.41%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Multi Cap Fund - Regular Plan - GrowthHSBC Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.40%

Quant Active Fund - GrowthQuant Active Fund - Growth

EQUITY

Very High

29.22%

ITI Multi-Cap Fund - Regular Plan - GrowthITI Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.83%

Mahindra Manulife Multi Cap Fund - Regular Plan - GrowthMahindra Manulife Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.32%

Bank of India Multi Cap Fund - Regular Plan - GrowthBank of India Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.48%

WhiteOak Capital Multi Cap Fund - Regular Plan - GrowthWhiteOak Capital Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.92%

Invesco India Multicap Fund - GrowthInvesco India Multicap Fund - Growth

EQUITY

Very High

20.56%

Canara Robeco Multi Cap Fund - Regular Plan - GrowthCanara Robeco Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.10%

Tata Multicap Fund - Regular Plan - GrowthTata Multicap Fund - Regular Plan - Growth

EQUITY

Very High

14.65%

Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - GrowthAditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ITI Multi-Cap Fund - Regular Plan - GrowthITI Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

51.45%

Kotak India Growth Fund - Series 4 - GrowthKotak India Growth Fund - Series 4 - Growth

EQUITY

Very High

45.45%

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

44.71%

Union Multicap Fund - Regular Plan - GrowthUnion Multicap Fund - Regular Plan - Growth

EQUITY

Very High

39.94%

LIC MF Multi Cap Fund - Regular Plan - GrowthLIC MF Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.29%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.18%

Bandhan Multi Cap Fund - Regular Plan - GrowthBandhan Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

36.19%

SBI Multicap Fund - Regular Plan - GrowthSBI Multicap Fund - Regular Plan - Growth

EQUITY

Very High

35.40%

Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - GrowthAditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.33%

Axis Capital Builder Fund - Series 4 - Regular Plan - GrowthAxis Capital Builder Fund - Series 4 - Regular Plan - Growth

EQUITY

Very High

-1.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

31.55%

Mahindra Manulife Multi Cap Fund - Regular Plan - GrowthMahindra Manulife Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.12%

Quant Active Fund - GrowthQuant Active Fund - Growth

EQUITY

Very High

27.16%

Kotak India Growth Fund - Series 4 - GrowthKotak India Growth Fund - Series 4 - Growth

EQUITY

Very High

25.75%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

24.17%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.73%

Invesco India Multicap Fund - GrowthInvesco India Multicap Fund - Growth

EQUITY

Very High

21.31%

Axis Capital Builder Fund - Series 4 - Regular Plan - GrowthAxis Capital Builder Fund - Series 4 - Regular Plan - Growth

EQUITY

Very High

20.86%

ITI Multi-Cap Fund - Regular Plan - GrowthITI Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Active Fund - GrowthQuant Active Fund - Growth

EQUITY

Very High

29.05%

Kotak India Growth Fund - Series 4 - GrowthKotak India Growth Fund - Series 4 - Growth

EQUITY

Very High

26.06%

Mahindra Manulife Multi Cap Fund - Regular Plan - GrowthMahindra Manulife Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.30%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.41%

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

20.40%

Invesco India Multicap Fund - GrowthInvesco India Multicap Fund - Growth

EQUITY

Very High

19.12%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

18.79%

Fund Managers

SK

Mr. Sudhir KediaFund Manager

RV

Mr. Ratish VarierFund Manager

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