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 Oct-01-2020 change fund

10.98

0.09 (0.87%)

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 moderately high risk

5-Years History

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

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

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

Top 10 holdings

company	(%)
Reliance Industries Ltd.	6.16
HDFC Bank Ltd.	5.34
Navin Fluorine International L...	5.27
Trent Ltd.	4.53
ICICI Bank Ltd.	4.14
Bharti Airtel Ltd.	3.80
Crompton Greaves Consumer Elec...	3.43
Mahindra & Mahindra Ltd.	3.13
Jubilant FoodWorks Ltd.	3.08
Axis Bank Ltd.	3.04

Top 10 sectors

sectors	(%)
Bank - Private	12.53
Consumer Food	7.20
Refineries	6.16
Consumer Durables - Domestic Appliances	5.74
Chemicals	5.27
Insurance	5.16
Pharmaceuticals & Drugs	5.06
Retailing	4.53
Telecommunication - Service Provider	3.80
Automobiles - Passenger Cars	3.13

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)	Small-Growth	28-Jun-2018	93.22	5.42	-0.02	8.36	6.95	NA	NA	NA	4.23	BUY SIP
Parag Parikh Long Term Equity Fund-Reg(G)	Small-Growth	28-May-2013	4,508.14	5.49	1.74	16.77	24.60	12.73	14.57	NA	16.91	BUY SIP
Quant Active Fund(G)	Small-Growth	20-Mar-2001	35.80	4.97	4.21	22.40	26.99	11.85	12.66	10.18	17.25	BUY SIP
UTI Equity Fund-Reg(G)	Large-Growth	01-Aug-2005	10,982.95	6.48	2.17	15.17	12.48	9.02	9.35	10.54	14.01	BUY SIP
Canara Rob Equity Diver Fund-Reg(G)	Large-Growth	16-Sep-2003	2,280.01	5.43	1.32	11.41	9.29	8.07	9.45	9.43	17.03	BUY SIP
PGIM India Diversified Equity Fund-Reg(G)	Large-Growth	04-Mar-2015	225.60	4.39	1.98	15.40	17.33	6.85	9.07	NA	8.09	BUY SIP
Union Multi Cap Fund-Reg(G)	Large-Growth	10-Jun-2011	370.74	5.38	0.62	12.57	7.49	5.46	6.74	NA	8.27	BUY SIP
DSP Equity Fund-Reg(G)	Large-Growth	07-Jun-2007	3,725.93	5.68	-1.13	6.97	0.55	5.12	9.00	8.55	11.18	BUY SIP
LIC MF Multi Cap Fund(G)	Large-Growth	31-Mar-1998	294.78	4.67	-0.17	5.56	-2.00	4.01	4.29	4.76	8.09	BUY SIP
Kotak Standard Multicap Fund(G)	Large-Growth	11-Sep-2009	29,714.07	5.55	0.72	8.33	-0.10	3.92	8.92	10.56	12.04	BUY SIP
Edelweiss Multi-Cap Fund-Reg(G)	Large-Growth	03-Feb-2015	559.97	4.80	-0.40	11.07	-0.65	3.60	7.79	NA	6.47	BUY SIP
IDBI Diversified Equity Fund(G)	Large-Growth	28-Mar-2014	289.51	6.12	0.56	10.38	1.69	3.57	5.25	NA	12.61	BUY SIP
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)	Large-Growth	11-May-2017	340.20	5.00	-0.70	8.27	5.47	3.37	NA	NA	4.14	BUY SIP
L&T Equity Fund-Reg(G)	Large-Growth	16-May-2005	2,366.46	5.53	0.79	11.14	2.45	2.17	6.02	7.83	14.60	BUY SIP
SBI Magnum Multicap Fund-Reg(G)	Large-Growth	16-Sep-2005	9,063.31	5.64	-0.95	8.44	-4.34	1.93	7.82	8.99	10.86	BUY SIP
Aditya Birla SL Equity Fund(G)	Large-Growth	27-Aug-1998	11,023.35	5.91	-0.17	11.71	2.23	1.72	8.53	9.27	21.35	BUY SIP
Invesco India Multicap Fund(G)	Mid-Growth	17-Mar-2008	924.83	4.89	1.69	11.66	4.73	1.46	6.56	11.76	13.33	BUY SIP
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	5,593.74	5.61	-3.16	7.35	-5.13	1.05	5.68	7.89	13.42	BUY SIP
Principal Multi Cap Growth Fund(G)	Large-Growth	25-Oct-2000	653.54	4.99	0.38	9.94	2.69	1.04	8.43	9.07	14.06	BUY SIP
JM Multicap Fund(G)	Large-Growth	23-Sep-2008	130.88	6.39	-2.43	3.44	-8.17	0.94	8.68	6.40	9.87	BUY SIP
Baroda Multi Cap Fund(G)	Large-Growth	12-Sep-2003	825.16	5.70	-0.40	10.86	2.62	0.65	5.24	5.40	14.30	BUY SIP
HSBC Multi Cap Equity Fund(G)	Large-Growth	24-Feb-2004	330.26	6.10	0.97	11.06	3.18	0.45	6.50	8.35	13.69	BUY SIP
BNP Paribas Multi Cap Fund(G)	Large-Growth	15-Sep-2005	555.01	5.64	-0.85	5.74	-2.12	-0.03	5.74	9.03	10.71	BUY SIP
Franklin India Equity Fund(G)	Large-Growth	29-Sep-1994	8,591.33	5.79	-2.48	6.75	-2.12	-0.04	4.51	8.64	16.62	BUY SIP
Motilal Oswal Multicap 35 Fund-Reg(G)	Large-Growth	28-Apr-2014	11,239.87	5.18	0.00	9.58	-2.84	-0.06	7.48	NA	15.64	BUY SIP
IDFC Multi Cap Fund-Reg(G)	Large-Growth	28-Sep-2005	4,847.02	4.83	0.15	9.48	-5.27	-0.56	4.31	9.55	15.59	BUY SIP
HDFC Equity Fund(G)	Large-Growth	01-Jan-1995	19,797.98	5.20	-4.59	4.69	-10.69	-0.69	4.93	6.53	16.96	BUY SIP
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	8,053.29	5.52	-3.71	9.08	-12.73	-2.09	2.08	7.38	14.37	BUY SIP
Taurus Starshare (Multi Cap) Fund-Reg(G)	Large-Growth	29-Jan-1994	200.17	5.05	0.98	9.25	-4.17	-2.24	2.92	5.12	9.11	BUY SIP
Tata Multicap Fund-Reg(G)	Large-Growth	06-Sep-2018	1,694.77	4.19	2.84	11.53	3.66	NA	NA	NA	5.37	BUY SIP
Shriram Multicap Fund-Reg(G)	Large-Growth	28-Sep-2018	58.47	4.96	-0.61	7.62	0.00	NA	NA	NA	1.60	BUY SIP
Axis Multicap Fund-Reg(G)	Large-Growth	17-Nov-2017	6,434.07	5.66	NA	7.69	-0.08	NA	NA	NA	7.56	BUY SIP
Sundaram Equity Fund-Reg(G)	Large-Growth	06-Sep-2019	600.31	5.09	0.24	10.61	-0.52	NA	NA	NA	2.07	BUY SIP
Essel Multi Cap Fund-Reg(G)	Large-Growth	09-Jul-2018	176.42	4.82	0.35	8.34	-2.95	NA	NA	NA	1.02	BUY SIP
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	134.42	5.10	-0.30	5.56	-9.19	NA	NA	NA	-2.90	BUY SIP
BOI AXA Multi Cap Fund-Reg(G)	Large-Growth	29-Jun-2020	40.28	6.06	3.86	15.14	NA	NA	NA	NA	15.60	BUY SIP

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