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Sundaram Multi Cap Fund Series I Direct Growth
+20.12%
3Y annualised
+0.03% 1D
NAV: 28 Jun '23
₹17.87
Min. for SIP
Not Supported
Fund size (AUM)
₹146.73 Cr
Expense ratio
0.79%
Rating
--
Holdings (16)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 3.04% |
| Reliance Industries Ltd. | Energy | Equity | 3.03% |
| Infosys Ltd. | Technology | Equity | 3.00% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.93% |
| PVR Inox Ltd. | Services | Equity | 1.32% |
| Jindal Steel & Power Ltd. | Metals & Mining | Equity | 1.04% |
| Housing Development Finance Corporation Ltd. | Financial | Equity | 1.00% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.79% |
| ICICI Bank Ltd. | Financial | Equity | 0.75% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.71% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.57% |
| Indusind Bank Ltd. | Financial | Equity | 0.56% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.54% |
| Coromandel International Ltd. | Chemicals | Equity | 0.40% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.40% |
| Sapphire Foods India Ltd. | Services | Equity | 0.36% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -2.2% | +12.3% | +20.1% | +12.3% |
| Category average (Equity Multi Cap) | +23.0% | +48.8% | +24.5% | -- |
| Rank (Equity Multi Cap) | -- | 3 | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | +15.27% | +24.89% | 22,095.33 | |
HSBC Multi Cap Fund Direct Growth | +14.41% | +24.32% | 4,799.95 | |
Mahindra Manulife Multi Cap Fund Direct Growth | +15.24% | +23.11% | 5,660.85 | |
ICICI Prudential Multicap Fund Direct Plan Growth | +12.44% | +22.11% | 14,681.40 | |
Nippon India Multi Cap Fund Direct Growth | +10.72% | +21.49% | 46,320.82 | |
| Compare | ||||
About Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 28 Jun 2023 is ₹17.87.
The Sundaram Multi Cap Fund Series I Direct Growth is rated Low risk.
;
Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,