Sundaram Multi Cap Fund-Direct Plan - Option
Equity
Direct
Multi-Cap
NAV: ₹ 369.78 as on 02-05-2024
About the Fund
Sundaram Multi Cap Fund-Direct Plan - Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Multi Cap Fund-Direct Plan - Option has ₹2374 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.9.
Fund Performance
899 people have invested ₹ 35.5L in Sundaram Multi Cap Fund-Direct Plan - Option in the last three months
Overview
 | 0.9% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹2374 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 69.72% |
Sundaram Multi Cap Fund-Direct Plan - Option Distribution as on (31-Mar-24)
Size breakup
Large cap
38.7%
Small cap
28.6%
Mid cap
26.7%
Sector Allocation
Financial Services
28.1%
Industrial
17.1%
Consumer Cyclical
14.7%
Tech
7.8%
Health
7.1%
Consumer Defensive
5.7%
Energy
5.3%
Basic Materials
4.7%
Communication
4.4%
Utilities
2.9%
Real Estate
2.2%
Top Holdings of Sundaram Multi Cap Fund-Direct Plan - Option as on (30-Apr-24)
Equity Holdings65
Debt Holdings1
Gainers & Losers Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 KSB Ltd | 15.7% |
 Axis Bank Ltd | 11.3% |
Power Finance Corporation Ltd | 8.3% |
Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at -0.47% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund underperformed Nifty 500 by 0.01% in Mar'24
AUM Change
- AUM of the fund stands at 2.4K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Mutual Fund Insights
In the last 5 years, Quant Active Fund Growth Option Direct Plan has given 31.27% return, outperforming this fund by 11.54% per annum.
In the last 1 year, HSBC Multi Cap Fund Direct Growth has given 64.8% return, outperforming this fund by 21.57%.
In the last 3 years, Nippon India Multi Cap Fund - Direct Plan - Growth has given 33.74% return, outperforming this fund by 9.64% per annum.
This fund expense ratio is slightly on the lower side within the category (multi-cap). Its expense ratio is 0.9% which is lower than the category average expense ratio of 1.25%.
INDmoney Rank
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IND ranking is not available for this fund.
Pros
Beats FD returns for both 3Y & 5Y duration
Cons
5Y returns in the bottom 25% of the category
Peer Analysis
Fund Manager
Ratish Varier
Fund Manager of Sundaram Multi Cap Fund-Direct Plan - Option, since 1 January 2022
Top funds managed
Sudhir Kedia
Fund Manager of Sundaram Multi Cap Fund-Direct Plan - Option, since 1 January 2022
Top funds managed
Sundaram Multi Cap Fund-Direct Plan - Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 17.65% since inception which is more than its category average return of 15.28%
Fund Allocations
This fund has an allocation of 95.21% in Equity, 0.09% in Debt and 4.69% in Cash related instruments
AUM size ₹2374 Cr
This fund has AUM of ₹2374 Cr which is less than its category average of ₹ 3094 Cr
Expense Ratio 0.9%
This fund has an expense ratio of 0.9% which is less than its category average expense ratio of 1.29%
Frequently Asked Questions
The current NAV of Sundaram Multi Cap Fund-Direct Plan - Option is ₹369.78 as on 02-May-2024.
Existing (Absolute + CAGR) as on 02-May-2024.
Sundaram Multi Cap Fund-Direct Plan - Option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.17% | 5.17% |
6 Month Returns | 24.52% | 24.52% |
1 Year Returns | 43.23% | 43.23% |
3 Years Returns | 91.09% | 24.09% |
5 Years Returns | 146.05% | 19.73% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.9% as on April 2024
₹2374 Cr as on April 2024
Reliance Industries Ltd(5.2%), ICICI Bank Ltd(4.48%), HDFC Bank Ltd(4.16%), Axis Bank Ltd(3.24%), Power Finance Corp Ltd(3.19%) as on April 2024
Financial Services(24.97%), Industrial(16.03%), Consumer Cyclical(14.17%) as on April 2024
The alpha ratio for the Sundaram Multi Cap Fund-Direct Plan - Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Multi Cap Fund-Direct Plan - Option | - | - | - |
As on April 2024
The alpha for Sundaram Multi Cap Fund-Direct Plan - Option is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Multi Cap Fund-Direct Plan - Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Multi Cap Fund-Direct Plan - Option | - | - | - |
As on April 2024
The Beta for Sundaram Multi Cap Fund-Direct Plan - Option is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Multi Cap Fund-Direct Plan - Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Multi Cap Fund-Direct Plan - Option | - | - | - |
As on April 2024
The sharpe ratio for Sundaram Multi Cap Fund-Direct Plan - Option is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Multi Cap Fund-Direct Plan - Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Multi Cap Fund-Direct Plan - Option | 11.35 | 13.09 | 18.41 |
As on April 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Information ratio is 0.09 as on April 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Ratish Varier, Sudhir Kedia are the fund managers of Sundaram Multi Cap Fund-Direct Plan - Option
The Exit load of Sundaram Multi Cap Fund-Direct Plan - Option is 1%