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Sundaram Multi Cap Fund Series II Direct Growth
+19.69%
3Y annualised
+0.02% 1D
NAV: 25 Jul '23
₹18.31
Min. for SIP
Not Supported
Fund size (AUM)
₹88.44 Cr
Expense ratio
0.79%
Rating
--
Holdings (6)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 2.21% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.61% |
| PVR Inox Ltd. | Services | Equity | 1.59% |
| ICICI Bank Ltd. | Financial | Equity | 1.50% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.01% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.97% |
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 | +1.5% | +8.0% | +19.7% | +12.9% |
| Category average (Equity Multi Cap) | +23.0% | +48.8% | +24.5% | -- |
| Rank (Equity Multi Cap) | -- | 2 | -- | -- |
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 II Direct Growth
Sundaram Multi Cap Fund Series II 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 25 Jul 2023 is ₹18.31.
The Sundaram Multi Cap Fund Series II Direct Growth is rated Low risk.
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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,