Much more than a reboot
Nowadays, the word 'reboot' is often used even for minor changes in products and services. The new Value Research Online is far more than that-now, and far into the future
When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a multi cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending upon where it expects maximum gains. This versatility makes multi cap funds most suitable for equity fund investors as the job of stock selection is completely left to the fund manager, which is the very idea of investing in a mutual fund.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other multi cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|YTD||1 Month||3 Months||1 Years||3 Years||5 Years||10 Years|
|S&P BSE 500 TRI||7.97||1.57||8.28||9.13||--||--||--|
|Equity: Multi Cap||6.35||1.35||7.90||7.39||--||--||--|
|Rank within category||36||24||36||34||--||--||--|
|Number of funds in category||43||44||44||42||9||4||0|
As on 13-Dec-2019
|Best (Period)||Worst (Period)|
|Month||10.02 (27-Feb-2019 - 29-Mar-2019)||-12.14 (07-Sep-2018 - 09-Oct-2018)|
|Quarter||14.27 (24-Oct-2017 - 23-Jan-2018)||-14.41 (04-Jun-2019 - 03-Sep-2019)|
|Year||19.54 (31-Aug-2017 - 31-Aug-2018)||-16.68 (03-Sep-2018 - 03-Sep-2019)|
|S&P BSE 500 TRI*||13.11||13.17||0.56||0.86||--||--|
|Equity: Multi Cap*||10.91||13.42||0.39||0.58||0.92||-1.61|
|Rank within category||--||--||--||--||--||--|
|Number of funds in category||--||--||--||--||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Nov-2019
|Number of Stocks||36|
|Top 10 Stocks (%)||44.93|
|Top 5 Stocks (%)||27.82|
|Top 3 Sectors (%)||52.76|
|Portfolio P/B Ratio||1.78|
|Portfolio P/E Ratio||19.07|
|Average Mkt Cap (Rs Cr)||47,613||2,78,517||76,178|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|State Bank of India||Financial||29.35||6.24||1.41||6.03|
|Larsen & Toubro||Construction||19.37||6.39||0.97||5.17|
|Bank of Baroda||Financial||50.75||4.31||1.70||3.72|
|Dr. Reddy's Lab||Healthcare||17.12||3.98||1.42||3.37|
|ISGEC Heavy Engineering||Engineering||17.92||3.21||0.00||2.42|
|Jindal Steel & Power||Metals||2.47||0.00||1.93|
|Balrampur Chini Mills||FMCG||6.14||2.84||0.00||1.93|
|Indian Oil Corp.||Energy||10.80||2.14||0.00||1.80|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Nov-2019
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Personal finance advice and mutual fund ideas delivered to your inbox every Monday
The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.
|Fund House:||Sundaram Mutual Fund|
|Benchmark:||S&P BSE 500 TRI|
Fund News - 20-Apr-2018
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034
Email: [email protected]