Investment Objective - The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy. There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
---|---|---|---|---|---|---|---|---|---|
Fund Returns (%) | -1.06 | 1.02 | NA | NA | NA | NA | NA | NA | 1.43 |
Category Average (%) | -1.27 | 1.09 | 2.49 | 9.57 | -2.28 | 10.16 | 9.75 | NA | 14.66 |
Rank within Category | 439 | 514 | NA | NA | NA | NA | NA | NA | 891 |
* Returns over 1 year are CAGR
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
39.32 | 29,871 | -0.91 | 1.21 | 1.65 | 8.62 | 0.77 | 24.94 | 34.60 | NA | 22.70 | 0.63 | |
218.32 | 14,734 | -3.54 | -0.82 | -2.95 | 3.91 | -8.06 | 16.92 | 21.47 | 17.53 | 27.40 | 0.96 | |
26.31 | 13,643 | -1.13 | 0.80 | 3.22 | 11.72 | 4.12 | 24.63 | NA | NA | 22.95 | 0.74 | |
11.31 | 11,537 | -1.33 | 2.78 | 6.53 | 13.30 | -1.02 | NA | NA | NA | 9.50 | 0.77 | |
53.94 | 11,520 | -3.92 | -0.43 | -4.05 | 2.28 | -11.65 | 17.40 | 22.00 | NA | 18.88 | 0.43 | |
10.35 | 10,123 | NA | 2.27 | 1.57 | 8.15 | 0.58 | NA | NA | NA | 2.98 | 0.53 | |
150.11 | 9,688 | -1.03 | -0.30 | -0.82 | 8.85 | 3.50 | 16.63 | 24.04 | 15.01 | 23.70 | 1.01 | |
10.74 | 9,412 | -0.25 | 1.86 | 0.69 | 8.33 | -9.13 | NA | NA | NA | 4.66 | 0.88 | |
47.93 | 8,371 | -0.53 | 1.02 | 0.72 | 11.35 | 8.94 | 20.15 | 25.09 | 18.09 | 15.99 | 0.77 | |
571.52 | 8,357 | -1.78 | -1.76 | 1.43 | 4.47 | -0.88 | 24.20 | 19.72 | 13.79 | 37.40 | 0.89 |
Over the past
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. 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.
View MoreHere is the list of funds managed by Rohit Seksaria
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
---|---|---|---|---|---|
Equity - Sectoral/Thematic | 38.18 | 4,333 | 2.13 | 27.37 | |
Equity - Small Cap | 290.26 | 3,282 | -3.01 | 30.20 | |
Hybrid - Multi Asset Allocation | 12.98 | 2,669 | 9.06 | NA | |
Equity - Value | 234.70 | 1,461 | -2.55 | 20.50 | |
Equity - Sectoral/Thematic | 114.23 | 1,460 | -1.07 | 26.04 | |
Equity - ELSS | 550.49 | 1,362 | -1.34 | 22.60 | |
Hybrid - Equity Savings | 82.50 | 1,140 | 4.90 | 15.32 | |
Equity - Sectoral/Thematic | 10.16 | 861 | NA | NA | |
Hybrid - Arbitrage | 15.44 | 305 | 7.14 | 5.61 | |
Others - Index Funds/ETFs | 187.01 | 108 | -4.83 | 23.13 |
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
1,521.41 | 12,501 | -1.88 | -0.06 | 1.82 | 12.09 | -2.73 | 23.82 | 28.36 | 16.02 | 48.38 | 0.93 | |
2,361.53 | 6,903 | 0.09 | 0.47 | 1.45 | 3.27 | 6.97 | 7.12 | 5.72 | 5.25 | 6.98 | 0.13 | |
185.62 | 6,680 | -0.93 | 0.45 | 0.86 | 5.97 | -1.55 | 13.94 | 18.48 | 13.95 | 25.78 | 0.69 | |
96.86 | 6,651 | -1.08 | 0.86 | 2.64 | 9.00 | -2.88 | 17.14 | 23.02 | 15.68 | 19.55 | 0.77 | |
38.18 | 4,333 | -1.13 | 0.34 | 0.49 | 12.76 | 2.13 | 19.75 | 27.37 | NA | 21.09 | 0.74 | |
22.71 | 3,302 | -1.36 | -0.34 | -0.15 | 5.36 | -4.69 | 14.12 | NA | NA | 18.01 | 0.64 |