Buy Sundaram Multi Cap Fund-Sr I-Reg(G) - Equity Mutual Fund - NAV, AUM, Portfolio, Performance, Returns.

Sundaram Multi Cap Fund-Sr I-Reg(G)

As on Jul-23-2021 change fund

15.73

0.04 (0.22%)

fund objective

the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	10.06	8.34	13.89
Net Assets(Rs Crores) (as on 31-Mar-2021)	86.00	71.29	118.80
Scheme Returns(%)(Absolute)	0.59	-17.36	70.11
B'mark Returns(%)(Absolute)	7.06	-27.81	82.70
Category Rank	141/261	42/234	143/218

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2021-2022	10.17	NA	NA	NA
2020-2021	20.69	8.23	20.26	6.05
2019-2020	0.38	2.84	8.00	-25.68
2018-2019	NA	-5.76	2.03	4.62

Top 10 holdings

company	(%)
HDFC Bank Ltd.	6.74
Reliance Industries Ltd.	6.08
ICICI Bank Ltd.	5.78
Navin Fluorine International L...	5.38
Infosys Ltd.	5.10
Housing Development Finance Co...	3.97
Axis Bank Ltd.	3.29
State Bank Of India	3.21
Grindwell Norton Ltd.	3.10
Varun Beverages Ltd.	2.84

Top 10 sectors

sectors	(%)
Bank - Private	16.43
IT - Software	9.79
Refineries	7.42
Consumer Food	5.99
Chemicals	5.38
Bank - Public	4.27
Finance - Housing	3.97
Pharmaceuticals & Drugs	3.80
Consumer Durables - Domestic Appliances	3.62
Insurance	3.45

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Multi Cap Fund-Sr I-Reg(G)	Large-Growth	28-Jun-2018	129.71	-0.17	4.23	15.92	48.30	16.32	NA	NA	15.90	BUY SIP
Quant Active Fund(G)	Large-Growth	20-Mar-2001	736.14	0.57	5.66	19.48	93.03	28.62	23.05	17.61	19.51	BUY SIP
Kotak India Growth Fund-Sr 4(G)	Large-Growth	15-Feb-2018	77.69	1.55	4.36	13.82	65.48	22.42	NA	NA	17.02	BUY SIP
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)	Large-Growth	11-May-2017	596.74	0.00	4.74	21.58	66.10	20.68	NA	NA	15.91	BUY SIP
Invesco India Multicap Fund(G)	Large-Growth	17-Mar-2008	1,409.33	0.46	7.94	24.48	67.69	16.48	15.22	17.45	16.42	BUY SIP
Baroda Multi Cap Fund(G)	Large-Growth	12-Sep-2003	1,043.72	0.23	6.41	18.79	60.16	16.14	13.85	11.52	16.47	BUY SIP
BNP Paribas Multi Cap Fund(G)	Large-Growth	15-Sep-2005	559.51	-0.01	5.17	19.48	55.30	15.97	13.95	14.36	13.11	BUY SIP
Principal Multi Cap Growth Fund(G)	Large-Growth	25-Oct-2000	775.27	-0.20	5.54	20.06	58.34	15.12	15.80	15.47	15.84	BUY SIP
Axis Capital Builder Fund-1-Reg(G)	Large-Growth	08-Mar-2018	674.62	-0.13	3.79	15.23	51.51	15.03	NA	NA	14.05	BUY SIP
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	6,159.38	-0.12	5.86	20.11	60.23	14.73	13.73	14.01	14.94	BUY SIP
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	9,809.07	-0.11	3.97	16.53	65.64	13.28	11.76	13.08	16.90	BUY SIP
Sundaram Equity Fund-Reg(G)	Large-Growth	06-Sep-2019	748.65	-0.11	5.41	18.59	55.34	NA	NA	NA	25.36	BUY SIP
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	259.34	-0.80	1.67	13.19	51.92	NA	NA	NA	18.10	BUY SIP
Aditya Birla SL Multi-Cap Fund-Reg(G)	Large-Growth	07-May-2021	2,341.96	-0.18	5.31	NA	NA	NA	NA	NA	13.10	BUY SIP

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