Sundaram Multi Cap Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.94%
NAV: ₹432.91 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Multi Cap Fund Direct-Growth

  • ₹2,900.9 Cr
    AUM
  • ₹432.91
    NAV
  • 1.20%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Multi Cap Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.94% NA 3.93%
6 Months 4.64% NA 14.15%
1 Year -1.59% -1.59% 1.00%
2 Years 5.19% 2.56% 21.04%
3 Years 44.26% 12.99% 21.46%
5 Years 66.48% 10.73% NA
7 Years 182.58% 16.00% NA
10 Years 275.15% 14.14% NA
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Multi Cap Fund Direct-Growth

equities

97.54%

other assets or cash equivalents

2.47%
Large Cap: 37.23%
Mid Cap: 28.40%
Small Cap: 34.37%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
7.02%
Hdfc Bank Ltd
6.92%
Hdfc Bank Ltd
6.85%
Hdfc Bank Ltd
6.85%
Hdfc Bank Ltd
6.69%
 
Top Sectors
Financial
116.91%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Multi Cap Fund Direct-Growth

Sundaram Multi Cap Fund Direct-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 02 Jan 2013, the fund aims Long term Capital Growth. Investment in equity & equity related securities including equity derivatives of companies across market capitalization. It manages assets worth ₹2,900.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.2%.
The portfolio allocation consists of 97.54% in equities, 2.47% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of -1.59% in the last year, a total return since inception of 15.23%.
When evaluating investment options long-term planners also refer to best sip plans based on risk profile.

Read more
  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

  • Ratish Varier

    Fund Manager

  • Mr. Varier is a B.Com. & MBA (Finance)

    Manager Education

Key Metrics of Sundaram Multi Cap Fund Direct-Growth

  • Standard Deviation
    16.29%
  • Mean
    12.41%
  • Sharpe Ratio
    0.42%
  • Alpha
    3.07%
  • Beta
    0.93%
  • Sortino Ratio
    0.55%

Sundaram Multi Cap Fund Direct-Growth Fund Details

Fund Names Sundaram Multi Cap Fund Direct-Growth
Inception Date 02 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
Category Average Annual Returns 1.00
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Multi Cap Fund Direct-Growth Fund Returns Comparison

Compare Sundaram Multi Cap Fund Direct-Growth with other mutual funds in the same category

Sundaram Multi Cap Fund Direct-Growth

Kotak Multi Cap Fund Direct-Growth

Kotak Multi Cap Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Kotak Multi Cap Fund Direct-Growth trend ₹30,335 2.40% -1.66% 1.53% 16.99% 16.38%
Kotak Multi Cap Fund Direct-IDCW trend ₹30,335 2.40% -1.66% 1.53% 16.99% 16.38%
Nippon India Multi Cap Fund Direct-Growth trend ₹53,767 3.15% -4.16% -2.37% 13.45% 15.40%
Nippon India Multi Cap Fund Direct-IDCW trend ₹53,767 3.15% -4.16% -2.37% 13.45% 15.40%
Kotak Multi Cap Fund Regular-Growth trend ₹30,335 2.30% -1.93% 0.38% 15.58% 14.78%
Kotak Multi Cap Fund Regular-IDCW trend ₹30,335 2.30% -1.93% 0.38% 15.58% 14.78%
Mahindra Manulife Multi Cap Fund Direct-Growth trend ₹7,457 3.16% 0.27% 9.13% 17.84% 14.60%
Mahindra Manulife Multi Cap Fund Direct-IDCW trend ₹7,457 3.16% 0.27% 9.13% 17.84% 14.60%
Nippon India Multi Cap Fund-Growth trend ₹53,767 3.09% -4.34% -3.10% 12.56% 14.53%
Nippon India Multi Cap Fund-IDCW trend ₹53,767 3.09% -4.34% -3.10% 12.56% 14.53%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Multi Cap Fund-Growth increase ₹2,901 2.72% -3.20% 4.10% -2.63% 11.79%
Sundaram Multi Cap Fund-IDCW Half Yearly increase ₹2,901 2.72% -3.20% 4.10% -2.63% 11.79%
Sundaram Multi Cap Fund Direct-IDCW Half Yearly increase ₹2,901 2.82% -2.94% 4.64% -1.59% 12.99%
increase growth is based on 1-month returns of the funds

Sundaram Multi Cap Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Nippon India Multi Cap Fund Direct-Growth trend ₹53,767 ₹327.03 13.45% 15.40% 15.82%
Nippon India Multi Cap Fund-Growth trend ₹53,767 ₹295.13 12.56% 14.53% 14.97%
Nippon India Multi Cap Fund-IDCW trend ₹53,767 ₹58.14 12.56% 14.53% 14.97%
Nippon India Multi Cap Fund Direct-IDCW trend ₹53,767 ₹84.62 13.45% 15.40% 15.82%
Kotak Multi Cap Fund Regular-Growth trend ₹30,335 ₹20.02 15.58% 14.78% -
Kotak Multi Cap Fund Direct-Growth trend ₹30,335 ₹21.50 16.99% 16.38% -
Kotak Multi Cap Fund Regular-IDCW trend ₹30,335 ₹18.40 15.58% 14.78% -
Kotak Multi Cap Fund Direct-IDCW trend ₹30,335 ₹19.76 16.99% 16.38% -
SBI Multicap Fund Regular-Growth trend ₹23,456 ₹17.02 12.50% - -
SBI Multicap Fund Direct-Growth trend ₹23,456 ₹17.75 13.42% - -
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Top funds are based on Fund AUM

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Sundaram Multi Cap Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial7.02%₹204.64 Cr
Hdfc Bank LtdFinancial6.92%₹201.31 Cr
Hdfc Bank LtdFinancial6.85%₹200.52 Cr
Hdfc Bank LtdFinancial6.85%₹200.52 Cr
Hdfc Bank LtdFinancial6.69%₹189.34 Cr
Hdfc Bank LtdFinancial6.69%₹189.34 Cr
Hdfc Bank LtdFinancial6.75%₹188.73 Cr
Hdfc Bank LtdFinancial6.38%₹180.30 Cr
Hdfc Bank LtdFinancial6.08%₹172.77 Cr
Icici Bank LtdFinancial5.23%₹152.59 Cr
Icici Bank LtdFinancial5.36%₹151.51 Cr
Icici Bank LtdFinancial5.32%₹148.88 Cr
Hdfc Bank LtdFinancial5.88%₹148.57 Cr
Icici Bank LtdFinancial5.05%₹147.81 Cr
Icici Bank LtdFinancial5.05%₹147.81 Cr
Icici Bank LtdFinancial5.07%₹147.55 Cr
Icici Bank LtdFinancial4.98%₹140.84 Cr
Icici Bank LtdFinancial4.98%₹140.84 Cr
Hdfc Bank LtdFinancial4.95%₹138.91 Cr
Icici Bank LtdFinancial4.81%₹136.65 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Kotak Multi Cap Fund Direct-Growth increase ₹21.50 16.99% 16.38% -
Kotak Multi Cap Fund Direct-IDCW increase ₹19.76 16.99% 16.38% -
Nippon India Multi Cap Fund Direct-Growth increase ₹327.03 13.45% 15.40% -
Nippon India Multi Cap Fund Direct-IDCW increase ₹84.62 13.45% 15.40% -
Kotak Multi Cap Fund Regular-Growth increase ₹20.02 15.58% 14.78% -
Kotak Multi Cap Fund Regular-IDCW increase ₹18.40 15.58% 14.78% -
Mahindra Manulife Multi Cap Fund Direct-Growth increase ₹46.01 17.84% 14.60% -
Mahindra Manulife Multi Cap Fund Direct-IDCW increase ₹32.93 17.84% 14.60% -
Nippon India Multi Cap Fund-Growth increase ₹295.13 12.56% 14.53% -
Nippon India Multi Cap Fund-IDCW increase ₹58.14 12.56% 14.53% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Multi Cap Fund Direct-Growth

What is the current AUM of Sundaram Multi Cap Fund Direct-Growth?

As of Wed Sep 30, 2026, Sundaram Multi Cap Fund Direct-Growth manages assets worth ₹2,900.9 crore

How has Sundaram Multi Cap Fund Direct-Growth performed recently?

  • 3 Months: -2.94%
  • 6 Months: 4.64%

What is the long-term performance of Sundaram Multi Cap Fund Direct-Growth?

  • 3 Years CAGR: 12.99%
  • 5 Years CAGR: 10.73%
  • Since Inception: 15.23%

What is the portfolio composition of Sundaram Multi Cap Fund Direct-Growth?

Equity: 97.54%, Others: 2.47%.

Who manages Sundaram Multi Cap Fund Direct-Growth?

Sundaram Multi Cap Fund Direct-Growth is managed by Ratish Varier from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Multi Cap Fund Direct-Growth?

Large Cap: 37.23%, Mid Cap: 28.40%, Small Cap: 34.37%.

Which are the top companies Sundaram Multi Cap Fund Direct-Growth has invested in?

  • HDFC Bank Ltd – 7.02% of the fund's portfolio
  • HDFC Bank Ltd – 6.92% of the fund's portfolio
  • HDFC Bank Ltd – 6.85% of the fund's portfolio
  • HDFC Bank Ltd – 6.85% of the fund's portfolio
  • HDFC Bank Ltd – 6.69% of the fund's portfolio

Which are the major sectors Sundaram Multi Cap Fund Direct-Growth focuses on?

  • Financial – 116.91% of the fund's portfolio
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