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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) | |
|---|---|---|---|---|
 | +8.28% | +22.96% | 25,768.71 | |
 | +8.13% | +22.93% | 5,500.08 | |
 | +10.15% | +21.68% | 6,438.60 | |
 | +9.41% | +21.25% | 16,997.42 | |
 | +2.91% | +19.77% | 52,634.04 | |
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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 ₹75,524 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₹75,523.60 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,