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Sundaram Multi Cap Fund Series II Growth
+19.02%
3Y annualised
+0.01% 1D
NAV: 25 Jul '23
₹17.77
Min. for SIP
Not Supported
Fund size (AUM)
₹88.44 Cr
Expense ratio
--
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 | +1.2% | +7.4% | +19.0% | +12.2% |
| 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) | |
|---|---|---|---|---|
 | +7.75% | +18.15% | 11,984.67 | |
 | +6.06% | +16.78% | 6,502.58 | |
 | +31.38% | +14.70% | 144.16 | |
 | +5.41% | +14.58% | 19,537.64 | |
| +15.78% | +14.27% | 181.08 | |
| Compare | ||||
About Sundaram Multi Cap Fund Series II Growth
Sundaram Multi Cap Fund Series II 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 ₹83,817 Cr and the Latest NAV as of 25 Jul 2023 is ₹17.77.
The Sundaram Multi Cap Fund Series II 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₹83,817.48 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,