Sundaram Multi Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.7%
Sharpe Ratio-0.03
Beta1.04
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services6.01%
ICICI Bank LtdFinancial Services4.67%
Reliance Industries LtdEnergy & Infra4.15%
Kotak Mahindra Bank LtdFinancial Services3.50%
Larsen & Toubro LtdCapital Goods3.41%
Axis Bank LtdFinancial Services3.40%
Bharti Airtel LtdServices2.62%
Affle 3i LtdServices2.48%
Indian BankFinancial Services2.05%
Infosys LtdTechnology2.05%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.99%
Exit Load1
Regulatory & Tax Information
INF173K01940
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)