August 10, 2023
mayank
Sundaram Multi Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 291.8376
NAV IDCW Half Yearly: Rs 72.0545
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Fund Manager:
1) Sudhir Kedia
Education: Mr. Kedia is CA, CMA and MBA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
2) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Multi Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.94% |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,986 Cr |
| (As on 30-Jun-2023) | |
| Expense | 0.96% |
| (As on 30-Jun-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 56.00% |
Sundaram Multi Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Multi Cap Dir | 13.11 | 0.21 | 4.06 | 11.73 | 14.47 | 14.89 | 25.61 | 12.86 | 14.84 | 18.67 |
| S&P BSE 500 TRI | 10.70 | 0.35 | 2.80 | 10.72 | 13.81 | 14.44 | 24.22 | 13.15 | 14.18 | 16.28 |
| Equity: Multi Cap | 15.91 | 0.35 | 4.27 | 13.87 | 17.53 | 21.55 | — | — | — | — |
| Rank within category | 14 | 16 | 13 | 17 | 16 | 13 | — | — | — | — |
| Number of funds in category | 16 | 20 | 19 | 19 | 18 | 14 | 0 | 0 | 0 | 0 |
Sundaram Multi Cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Multi Cap Dir | Unrated | 14.89 | 25.61 | 12.86 | 0.96 | 1,986 | 15.94 | 1.00 (365) | 10Y 7M | 56.00 |
| Nippon Ind Multi Cap Dir | Unrated | 30.96 | 38.76 | 17.36 | 1.00 | 18,974 | 16.11 | 1.00 (365) | 10Y 7M | 35.00 |
| SBI Multicap Dir | Unrated | 11.69 | — | — | 0.88 | 12,888 | 13.24 | 1.00 (365) | 1Y 5M | 24.00 |
| ICICI Pru Multicap Dir | Unrated | 22.48 | 28.94 | 14.23 | 1.05 | 8,422 | 16.00 | 1.00 (365) | 10Y 7M | 82.00 |
| HDFC Multi Cap Dir | Unrated | 29.88 | — | — | 0.58 | 7,676 | 20.2 | 1.00 (365) | 1Y 8M | 10.16 |
Portfolio Analysis of Sundaram Multi Cap Fund
| No. of Stocks | 73 |
| Top 10 Stocks | 33.41% |
| Top 5 Stocks | 20.89% |
| Top 3 Sectors | 43.06% |
| Portfolio P/B Ratio | 3.78 |
| Portfolio P/E Ratio | 27.15 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 76,262 | 57,611 |
| Giant (%) | 38.81 | 31.66 |
| Large (%) | 11.40 | 13.99 |
| Mid (%) | 37.03 | 38.03 |
| Small (%) | 12.62 | 16.31 |
| Tiny (%) | 0.15 | 0.15 |
Chanakya’s Mutual Fund Guidance For Sundaram Multi Cap Fund
Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
>> Post your MF questions @ sahifund.com/ask-me/
>> Stock Research Reports:
https://www.analysislibrary.com/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
>> For Higher studies, Interview skills, Competitive Exam books
http://www.gyanpothi.com/search-institutes/
>> Get Good Staff or Job, Click: Staffavailable.com
>> To apply for Government & PSU jobs, click
https://www.staffavailable.com/government-psu-jobs/
>> Go to IPOs Analysis Section, Click
>> Interested in Used Automobiles or vintage cars? Click: BigGaddi.com
>> Interested in Crossword Puzzles? Click: magajmari.com