Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Multi Cap Fund Series II Direct Growth
Equity
Diversified
Low Risk
+19.69%
3Y annualised
+0.02% 1D
NAV: 25 Jul '23
₹18.31
Min. SIP amount
Not Supported
Fund size
₹88.44 Cr
Expense ratio
0.79%
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 Diversified) | +23.0% | +48.8% | +24.5% | -- |
| Rank (Equity Diversified) | -- | 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
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 ₹76,948 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.
;
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₹76,948.12 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,