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Fund Overview of Sundaram Multi Cap Fund-growth
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₹2,806.8 CrAUM
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₹382.71NAV
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2.44%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.
Returns of Sundaram Multi Cap Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.03% | NA | 3.93% |
| 6 Months | -1.94% | NA | 14.15% |
| 1 Year | 2.55% | 2.55% | 1.00% |
| 2 Years | 6.84% | 3.36% | 21.04% |
| 3 Years | 50.74% | 14.66% | 21.46% |
| 5 Years | 85.41% | 13.14% | NA |
| 7 Years | 156.77% | 14.42% | NA |
| 10 Years | 275.93% | 14.16% | NA |
Asset Allocation
equities
97.27%other assets or cash equivalents
2.73%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 ₹2,806.8 crore as on Sun May 31, 2026. The expense ratio stands at 2.44%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi Cap Fund-growth
The portfolio allocation consists of 97.27% in equities, 2.73% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of 2.55% in the last year, a total return since inception of 15.01%.
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 Deviation15.91%
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Sharpe Ratio0.56%
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Alpha-0.61%
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Beta0.94%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Multi Cap Fund Direct-growth  |
₹53,411 | 3.06% | 10.92% | 4.19% | 18.72% | 20.75% |
| Nippon India Multi Cap Fund Direct-idcw |
₹53,411 | 3.06% | 10.92% | 4.19% | 18.72% | 20.75% |
| Nippon India Multi Cap Fund-growth |
₹53,411 | 2.99% | 10.71% | 3.39% | 17.79% | 19.84% |
| Nippon India Multi Cap Fund-idcw |
₹53,411 | 2.99% | 10.71% | 3.39% | 17.79% | 19.84% |
| Mahindra Manulife Multi Cap Fund Direct-growth |
₹6,643 | 4.18% | 14.50% | 10.04% | 20.31% | 18.14% |
| Mahindra Manulife Multi Cap Fund Direct-idcw |
₹6,643 | 4.18% | 14.50% | 10.04% | 20.31% | 18.14% |
| ICICI Prudential Multicap Fund Direct Plan-growth |
₹17,676 | 3.85% | 16.68% | 10.69% | 20.21% | 17.79% |
| ICICI Prudential Multicap Fund Direct Plan-idcw |
₹17,676 | 3.85% | 16.68% | 10.69% | 20.21% | 17.79% |
| ICICI Prudential Multicap Fund-growth |
₹17,676 | 3.79% | 16.45% | 9.82% | 19.25% | 16.80% |
| ICICI Prudential Multicap Fund-idcw |
₹17,676 | 3.79% | 16.45% | 9.82% | 19.25% | 16.80% |
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 Direct-growth
|
₹2,807 | 4.61% | 11.33% | -1.42% | 3.65% | 15.90% |
|
Sundaram Multi Cap Fund-idcw Half Yearly
|
₹2,807 | 4.52% | 11.03% | -1.94% | 2.55% | 14.66% |
|
Sundaram Multi Cap Fund Direct-idcw Half Yearly
|
₹2,807 | 4.61% | 11.33% | -1.42% | 3.65% | 15.90% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Nippon India Multi Cap Fund-growth |
₹53,411 | ₹305.48 | 17.79% | 19.84% | 15.82% |
| Nippon India Multi Cap Fund Direct-growth |
₹53,411 | ₹337.57 | 18.72% | 20.75% | 16.68% |
| Nippon India Multi Cap Fund-idcw |
₹53,411 | ₹60.18 | 17.79% | 19.84% | 15.82% |
| Nippon India Multi Cap Fund Direct-idcw |
₹53,411 | ₹87.35 | 18.72% | 20.75% | 16.68% |
| Kotak Multicap Fund Regular-growth |
₹26,249 | ₹20.08 | 20.39% | - | - |
| Kotak Multicap Fund Direct-growth |
₹26,249 | ₹21.47 | 21.91% | - | - |
| Kotak Multicap Fund Regular-idcw |
₹26,249 | ₹18.45 | 20.39% | - | - |
| Kotak Multicap Fund Direct-idcw |
₹26,249 | ₹19.74 | 21.91% | - | - |
| SBI Multicap Fund Direct-growth |
₹23,179 | ₹17.75 | 15.59% | - | - |
| SBI Multicap Fund Regular-growth |
₹23,179 | ₹17.08 | 14.64% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 4.77% | ₹134.02 Cr |
| Icici Bank Ltd | Financial | 4.03% | ₹113.08 Cr |
| Larsen & Toubro Ltd | Industrials | 3.34% | ₹93.76 Cr |
| Bharti Airtel Ltd | Technology | 3.15% | ₹88.33 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.06% | ₹85.88 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.51% | ₹70.51 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.42% | ₹67.96 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 2.38% | ₹66.69 Cr |
| Repo | Unspecified | 2.02% | ₹56.78 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 1.90% | ₹53.42 Cr |
| Bharat Electronics Ltd | Industrials | 1.87% | ₹52.59 Cr |
| Affle (india) Ltd | Industrials | 1.83% | ₹51.43 Cr |
| Coforge Ltd | Technology | 1.75% | ₹49.22 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.67% | ₹46.92 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.57% | ₹44.10 Cr |
| Dcb Bank Ltd | Financial | 1.56% | ₹43.83 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.56% | ₹43.69 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.55% | ₹43.42 Cr |
| Max Financial Services Ltd | Financial | 1.53% | ₹42.82 Cr |
| One 97 Communications Ltd | Industrials | 1.51% | ₹42.51 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Multi Cap Fund Direct-growth |
₹337.57 | 18.72% | 20.75% | - |
| Nippon India Multi Cap Fund Direct-idcw |
₹87.35 | 18.72% | 20.75% | - |
| Nippon India Multi Cap Fund-growth |
₹305.48 | 17.79% | 19.84% | - |
| Nippon India Multi Cap Fund-idcw |
₹60.18 | 17.79% | 19.84% | - |
| Mahindra Manulife Multi Cap Fund Direct-growth |
₹44.55 | 20.31% | 18.14% | - |
| Mahindra Manulife Multi Cap Fund Direct-idcw |
₹31.88 | 20.31% | 18.14% | - |
| ICICI Prudential Multicap Fund Direct Plan-growth |
₹971.00 | 20.21% | 17.79% | - |
| ICICI Prudential Multicap Fund Direct Plan-idcw |
₹64.91 | 20.21% | 17.79% | - |
| ICICI Prudential Multicap Fund-growth |
₹863.83 | 19.25% | 16.80% | - |
| ICICI Prudential Multicap Fund-idcw |
₹34.79 | 19.25% | 16.80% | - |
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 Sun May 31, 2026, Sundaram Multi Cap Fund-growth manages assets worth ₹2,806.8 crore
How has Sundaram Multi Cap Fund-growth performed recently?
- 3 Months: 11.03%
- 6 Months: -1.94%
What is the long-term performance of Sundaram Multi Cap Fund-growth?
- 3 Years CAGR: 14.66%
- 5 Years CAGR: 13.14%
- Since Inception: 15.01%
What is the portfolio composition of Sundaram Multi Cap Fund-growth?
Equity: 97.27%, Others: 2.73%.
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: 44.57%, Mid Cap: 26.89%, Small Cap: 28.54%.
Which are the top companies Sundaram Multi Cap Fund-growth has invested in?
- HDFC Bank Ltd – 4.77% of the fund's portfolio
- ICICI Bank Ltd – 4.03% of the fund's portfolio
- Larsen & Toubro Ltd – 3.34% of the fund's portfolio
- Bharti Airtel Ltd – 3.15% of the fund's portfolio
- Reliance Industries Ltd – 3.06% of the fund's portfolio
Which are the major sectors Sundaram Multi Cap Fund-growth focuses on?
- Financial – 15.95% of the fund's portfolio
- Industrials – 12.61% of the fund's portfolio
- Technology – 6.46% of the fund's portfolio
- Consumer Discretionary – 4.32% of the fund's portfolio
- Energy & Utilities – 3.06% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
