Suitability:
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:
Capital gains
Dividends
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| YTD | 1 Month | 3 Months | 1 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
| Fund | 15.31 | 0.22 | 12.45 | 16.63 | -- | -- | -- |
| S&P BSE 500 TRI | 7.97 | 1.57 | 8.28 | 9.13 | -- | -- | -- |
| Equity: Multi Cap | 5.40 | 1.29 | 7.72 | 6.59 | -- | -- | -- |
| Rank within category | 1 | 33 | 3 | 1 | -- | -- | -- |
| Number of funds in category | 43 | 44 | 44 | 43 | 9 | 4 | 0 |
As on 13-Dec-2019
| Best (Period) | Worst (Period) | |
|---|---|---|
| Month | 11.20 (23-Aug-2019 - 23-Sep-2019) | -11.64 (07-Sep-2018 - 09-Oct-2018) |
| Quarter | 16.73 (05-Aug-2019 - 04-Nov-2019) | -10.49 (31-Jul-2018 - 30-Oct-2018) |
| Year | 22.30 (25-Oct-2018 - 25-Oct-2019) | -6.69 (03-Aug-2018 - 05-Aug-2019) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE 500 TRI* | 13.11 | 13.17 | 0.56 | 0.86 | -- | -- |
| Equity: Multi Cap* | 10.08 | 13.40 | 0.33 | 0.49 | 0.92 | -2.42 |
| 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
* As on 30-Nov-2019
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| Number of Stocks | 41 |
| Top 10 Stocks (%) | 39.65 |
| Top 5 Stocks (%) | 23.63 |
| Top 3 Sectors (%) | 58.48 |
| Portfolio P/B Ratio | 4.59 |
| Portfolio P/E Ratio | 32.82 |
| Fund | Benchmark | Category | |
|---|---|---|---|
| Average Mkt Cap (Rs Cr) | 56,933 | 2,78,517 | 76,178 |
| Giant (%) | 38.19 | 59.50 | 45.25 |
| Large (%) | 15.40 | 18.52 | 17.38 |
| Mid (%) | 31.52 | 16.63 | 23.19 |
| Small (%) | 14.88 | 5.32 | 14.84 |
| Tiny (%) | -- | 0.01 | 0.26 |
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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
— Dwijendra Srivastava since 05-Jul-2018
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.
Funds Managed:
— Rohit Seksaria since 05-Jul-2018
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed:
— S Krishnakumar since 05-Jul-2018
Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
Interviews:
Funds Managed:
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The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
| Tenure (Days) | 1825 |
| Maturity date | 25-Jul-2023 |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 25-Jul-2018 |
| Benchmark: | S&P BSE 500 TRI |
| Riskometer: | Moderately High |
| Type: | Closed-end |
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Phone: 1860-425-7237
Email: [email protected]
Website: www.sundarammutual.com
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
Phone: 040-23312454
Email: [email protected]
Website: www.karvymfs.com
Friday, 20-Dec-2019
12:30 PM - 01:00 PM