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Fund Overview of Sundaram Multi Cap Fund-Growth
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₹2,900.9 CrAUM
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₹383.58NAV
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2.26%Expense Ratio
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EquityFund Category
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.
Sundaram Multi Cap Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -3.20% | NA | 3.93% |
| 6 Months | 4.10% | NA | 14.15% |
| 1 Year | -2.63% | -2.63% | 1.00% |
| 2 Years | 2.99% | 1.49% | 21.04% |
| 3 Years | 39.70% | 11.79% | 21.46% |
| 5 Years | 57.51% | 9.51% | NA |
| 7 Years | 160.69% | 14.67% | NA |
| 10 Years | 236.73% | 12.91% | NA |
Asset Allocation of Sundaram Multi Cap Fund-Growth
equities
97.54%other assets or cash equivalents
2.47%Sundaram Multi Cap Fund-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 25 Oct 2000, 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 2.26%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi Cap Fund-Growth
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 -2.63% in the last year, a total return since inception of 14.79%.
Identifying an appropriate best sip investment plays a key role for systematic investing.
Key Metrics of Sundaram Multi Cap Fund-Growth
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Standard Deviation16.28%
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Mean11.33%
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Sharpe Ratio0.35%
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Alpha1.99%
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Beta0.93%
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Sortino Ratio0.47%
Sundaram Multi Cap Fund-Growth Fund Details
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Compare Sundaram Multi Cap Fund-Growth with other mutual funds in the same category
Sundaram Multi Cap Fund-Growth
Kotak Multi Cap Fund Direct-Growth
Kotak Multi Cap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Kotak Multi Cap Fund Direct-Growth  |
₹30,335 | 2.40% | -1.66% | 1.53% | 16.99% | 16.38% |
| Kotak Multi Cap Fund Direct-IDCW |
₹30,335 | 2.40% | -1.66% | 1.53% | 16.99% | 16.38% |
| Nippon India Multi Cap Fund Direct-Growth |
₹53,767 | 3.15% | -4.16% | -2.37% | 13.45% | 15.40% |
| Nippon India Multi Cap Fund Direct-IDCW |
₹53,767 | 3.15% | -4.16% | -2.37% | 13.45% | 15.40% |
| Kotak Multi Cap Fund Regular-Growth |
₹30,335 | 2.30% | -1.93% | 0.38% | 15.58% | 14.78% |
| Kotak Multi Cap Fund Regular-IDCW |
₹30,335 | 2.30% | -1.93% | 0.38% | 15.58% | 14.78% |
| Mahindra Manulife Multi Cap Fund Direct-Growth |
₹7,457 | 3.16% | 0.27% | 9.13% | 17.84% | 14.60% |
| Mahindra Manulife Multi Cap Fund Direct-IDCW |
₹7,457 | 3.16% | 0.27% | 9.13% | 17.84% | 14.60% |
| Nippon India Multi Cap Fund-Growth |
₹53,767 | 3.09% | -4.34% | -3.10% | 12.56% | 14.53% |
| Nippon India Multi Cap Fund-IDCW |
₹53,767 | 3.09% | -4.34% | -3.10% | 12.56% | 14.53% |
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 |
|---|---|---|---|---|---|---|
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Sundaram Multi Cap Fund Direct-Growth
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₹2,901 | 2.82% | -2.94% | 4.64% | -1.59% | 12.99% |
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Sundaram Multi Cap Fund-IDCW Half Yearly
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₹2,901 | 2.72% | -3.20% | 4.10% | -2.63% | 11.79% |
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Sundaram Multi Cap Fund Direct-IDCW Half Yearly
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₹2,901 | 2.82% | -2.94% | 4.64% | -1.59% | 12.99% |
growth is based on 1-month returns of the fundsSundaram Multi Cap Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Nippon India Multi Cap Fund Direct-Growth |
₹53,767 | ₹327.03 | 13.45% | 15.40% | 15.82% |
| Nippon India Multi Cap Fund-Growth |
₹53,767 | ₹295.13 | 12.56% | 14.53% | 14.97% |
| Nippon India Multi Cap Fund-IDCW |
₹53,767 | ₹58.14 | 12.56% | 14.53% | 14.97% |
| Nippon India Multi Cap Fund Direct-IDCW |
₹53,767 | ₹84.62 | 13.45% | 15.40% | 15.82% |
| Kotak Multi Cap Fund Regular-Growth |
₹30,335 | ₹20.02 | 15.58% | 14.78% | - |
| Kotak Multi Cap Fund Direct-Growth |
₹30,335 | ₹21.50 | 16.99% | 16.38% | - |
| Kotak Multi Cap Fund Regular-IDCW |
₹30,335 | ₹18.40 | 15.58% | 14.78% | - |
| Kotak Multi Cap Fund Direct-IDCW |
₹30,335 | ₹19.76 | 16.99% | 16.38% | - |
| SBI Multicap Fund Regular-Growth |
₹23,456 | ₹17.02 | 12.50% | - | - |
| SBI Multicap Fund Direct-Growth |
₹23,456 | ₹17.75 | 13.42% | - | - |
Sundaram Multi Cap Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 7.02% | ₹204.64 Cr |
| Hdfc Bank Ltd | Financial | 6.92% | ₹201.31 Cr |
| Hdfc Bank Ltd | Financial | 6.85% | ₹200.52 Cr |
| Hdfc Bank Ltd | Financial | 6.85% | ₹200.52 Cr |
| Hdfc Bank Ltd | Financial | 6.69% | ₹189.34 Cr |
| Hdfc Bank Ltd | Financial | 6.69% | ₹189.34 Cr |
| Hdfc Bank Ltd | Financial | 6.75% | ₹188.73 Cr |
| Hdfc Bank Ltd | Financial | 6.38% | ₹180.30 Cr |
| Hdfc Bank Ltd | Financial | 6.08% | ₹172.77 Cr |
| Icici Bank Ltd | Financial | 5.23% | ₹152.59 Cr |
| Icici Bank Ltd | Financial | 5.36% | ₹151.51 Cr |
| Icici Bank Ltd | Financial | 5.32% | ₹148.88 Cr |
| Hdfc Bank Ltd | Financial | 5.88% | ₹148.57 Cr |
| Icici Bank Ltd | Financial | 5.05% | ₹147.81 Cr |
| Icici Bank Ltd | Financial | 5.05% | ₹147.81 Cr |
| Icici Bank Ltd | Financial | 5.07% | ₹147.55 Cr |
| Icici Bank Ltd | Financial | 4.98% | ₹140.84 Cr |
| Icici Bank Ltd | Financial | 4.98% | ₹140.84 Cr |
| Hdfc Bank Ltd | Financial | 4.95% | ₹138.91 Cr |
| Icici Bank Ltd | Financial | 4.81% | ₹136.65 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Kotak Multi Cap Fund Direct-Growth |
₹21.50 | 16.99% | 16.38% | - |
| Kotak Multi Cap Fund Direct-IDCW |
₹19.76 | 16.99% | 16.38% | - |
| Nippon India Multi Cap Fund Direct-Growth |
₹327.03 | 13.45% | 15.40% | - |
| Nippon India Multi Cap Fund Direct-IDCW |
₹84.62 | 13.45% | 15.40% | - |
| Kotak Multi Cap Fund Regular-Growth |
₹20.02 | 15.58% | 14.78% | - |
| Kotak Multi Cap Fund Regular-IDCW |
₹18.40 | 15.58% | 14.78% | - |
| Mahindra Manulife Multi Cap Fund Direct-Growth |
₹46.01 | 17.84% | 14.60% | - |
| Mahindra Manulife Multi Cap Fund Direct-IDCW |
₹32.93 | 17.84% | 14.60% | - |
| Nippon India Multi Cap Fund-Growth |
₹295.13 | 12.56% | 14.53% | - |
| Nippon India Multi Cap Fund-IDCW |
₹58.14 | 12.56% | 14.53% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Multi Cap Fund-Growth
What is the current AUM of Sundaram Multi Cap Fund-Growth?
As of Wed Sep 30, 2026, Sundaram Multi Cap Fund-Growth manages assets worth ₹2,900.9 crore
How has Sundaram Multi Cap Fund-Growth performed recently?
- 3 Months: -3.20%
- 6 Months: 4.10%
What is the long-term performance of Sundaram Multi Cap Fund-Growth?
- 3 Years CAGR: 11.79%
- 5 Years CAGR: 9.51%
- Since Inception: 14.79%
What is the portfolio composition of Sundaram Multi Cap Fund-Growth?
Equity: 97.54%, Others: 2.47%.
Who manages Sundaram Multi Cap Fund-Growth?
Sundaram Multi Cap Fund-Growth is managed by Ratish Varier from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Multi Cap Fund-Growth?
Large Cap: 37.23%, Mid Cap: 28.40%, Small Cap: 34.37%.
Which are the top companies Sundaram Multi Cap Fund-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-Growth focuses on?
- Financial – 116.91% of the fund's portfolio
