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Sundaram Multi Cap Fund

Multi CapVery HighOPEN-ENDED
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NAV as on 25 Sep 2026
₹383.72-0.04%1 day
Return since launch
14.9%
52-week range
₹333.91 — ₹402.15
AUM
₹3,070 Cr

Sundaram Multi Cap Fund is a Multi Cap equity fund from Sundaram Mutual Fund with ₹3,070 Cr under management, launched in 2000. Over three years it has returned 5.4% a year, against 13.6% for its category. The expense ratio is 2.34% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y2.7%−3.7 pts6.4%3.4%
2Y3.1%−3.2 pts6.3%2.6%
3Y5.4%−8.1 pts13.6%4.9%
5Y10.5%−1.4 pts11.9%11.0%
7Y13.9%−2.2 pts16.0%14.3%
10Y13.1%−0.8 pts13.9%13.4%

Fund against category

1Y
Fund2.7%
Category6.4%
3Y
Fund5.4%
Category13.6%
5Y
Fund10.5%
Category11.9%

Since launch (3 Oct 2000): 14.9%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
20254.6%+1.0 pts3.6%
202419.3%−5.7 pts25.0%
202331.1%−3.4 pts34.5%
2022-1.6%−7.1 pts5.5%
202141.8%−2.4 pts44.2%
202013.4%−3.0 pts16.4%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

2.30%

Expense ratio as on 23 Sep 2026

Charged yearly and already deducted from the NAV.

Base expense
1.67%
Brokerage
0.11%
Transaction charges
0.01%
Statutory levies
0.51%
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha2.746.86Return earned above what the benchmark alone would have given. Higher is better.
Beta0.920.97How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.530.76Return earned for each unit of total risk taken. Higher is better.
Sortino0.681.00Return earned for each unit of downside risk. Higher is better.
Std. deviation15.7816.82How widely monthly returns have varied around their own average. Lower is steadier.
Average of 5 category peers

Portfolio

Sundaram Multi Cap Fund portfolio

Portfolio as of 31 Aug 2026

Asset allocation

  • Equity97.5%
  • Other2.5%

Market cap split

  • Large36.8%
  • Mid28.7%
  • Small34.6%
P/E
26.28
P/B
3.32

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
Larsen & Toubro Ltd.Construction3.03%₹93.03 Cr+3.34%+4.02%+3.61%
Kotak Mahindra Bank Ltd.Financial2.80%₹85.97 Cr+2.51%+3.91%+4.04%
Reliance Industries Ltd.Energy2.70%₹83.01 Cr+3.06%+2.92%+3.35%
ICICI Bank Ltd.Financial2.67%₹82.04 Cr+4.03%+5.36%+4.79%
One97 Communications Ltd.Services2.64%₹81.00 Cr+1.51%——
OthersOthers2.47%₹75.68 Cr+2.14%+0.61%+1.63%
Kirloskar Oil Engines Ltd.Capital Goods2.37%₹72.62 Cr+2.38%+1.70%+1.27%
Kalyan Jewellers India Ltd.Consumer Discretionary2.24%₹68.66 Cr+1.34%+1.42%+0.45%
Interglobe Aviation Ltd.Services2.17%₹66.54 Cr+1.18%+1.28%+0.21%
Eternal Ltd.Services2.10%₹64.56 Cr+1.13%——

Sectors

  • Financial23.9%
  • Services14.6%
  • Capital Goods12.8%
  • Healthcare7.8%
  • Automobile7.7%
  • Technology6.4%
  • Construction5.0%
  • Energy4.9%

Instruments

  • Repo2.5%
  • Cash Margin0.7%

Recent changes

HoldingFromToWeight
company:207700.00%1.19%+1.19%
Tata Power Company Ltd.1.15%0.00%-1.15%
360 One Wam Ltd.0.99%0.00%-0.99%
company:8960.00%0.97%+0.97%
One97 Communications Ltd.1.71%2.64%+0.93%
Kei Industries Ltd.0.94%0.27%-0.67%
APL Apollo Tubes Ltd.1.06%0.56%-0.50%
HDFC Bank Ltd.1.97%1.60%-0.37%
Jubilant FoodWorks Ltd.0.47%0.13%-0.34%
MTAR Technologies Ltd.1.52%1.81%+0.29%
TVS Holdings Ltd.1.95%1.70%-0.25%
Bharti Airtel Ltd.2.18%1.94%-0.23%
Axis Bank Ltd.1.72%1.95%+0.23%
DCB Bank Ltd.1.56%1.78%+0.22%
SJS Enterprises Ltd.0.71%0.50%-0.21%
PB Fintech Ltd.1.46%1.66%+0.20%
Cyient Ltd.0.52%0.71%+0.18%
Mahindra & Mahindra Financial Services Ltd.0.57%0.39%-0.18%
Kirloskar Oil Engines Ltd.2.54%2.37%-0.18%
Gland Pharma Ltd.1.44%1.62%+0.17%
Brigade Enterprises Ltd.1.75%1.93%+0.17%
Interglobe Aviation Ltd.2.00%2.17%+0.17%
PI Industries Ltd.0.58%0.41%-0.17%
Lupin Ltd.1.36%1.19%-0.16%
Sapphire Foods India Ltd.0.71%0.87%+0.16%
Reliance Industries Ltd.2.85%2.70%-0.15%
Thermax Ltd.1.17%1.03%-0.14%
Adani Ports and Special Economic Zone Ltd.1.48%1.35%-0.13%
Hindustan Petroleum Corporation Ltd.1.41%1.28%-0.12%
Kotak Mahindra Bank Ltd.2.68%2.80%+0.12%
Ion Exchange (India) Ltd.0.71%0.60%-0.11%
Coromandel International Ltd.1.04%0.93%-0.11%
Kalyan Jewellers India Ltd.2.35%2.24%-0.11%
Eternal Ltd.2.00%2.10%+0.11%
JK Cement Ltd.1.19%1.09%-0.10%
ITC Ltd.0.85%0.75%-0.10%
Fortis Healthcare Ltd.1.37%1.27%-0.09%
Cholamandalam Financial Holdings Ltd.1.43%1.35%-0.09%
NTPC Ltd.1.01%0.92%-0.08%
Mahindra & Mahindra Ltd.1.47%1.55%+0.08%
Bharti Hexacom Ltd.1.08%1.00%-0.07%
JSW Infrastructure Ltd.1.17%1.24%+0.07%
Bharat Electronics Ltd.1.67%1.73%+0.06%
Five-Star Business Finance Ltd.1.16%1.10%-0.06%
Tata Steel Ltd.1.02%0.96%-0.06%
Info Edge (India) Ltd.1.39%1.44%+0.06%
Apollo Hospitals Enterprise Ltd.1.54%1.49%-0.05%
Aavas Financiers Ltd.0.91%0.97%+0.05%
Chalet Hotels Ltd.0.65%0.70%+0.05%
Elecon Engineering Company Ltd.1.14%1.09%-0.05%
Amara Raja Energy & Mobility Ltd1.01%0.96%-0.05%
Shriram Finance Ltd1.61%1.66%+0.05%
Ceat Ltd.1.48%1.43%-0.05%
Devyani International Ltd.0.25%0.30%+0.05%
Safari Industries (India) Ltd.0.93%0.98%+0.04%
ICICI Bank Ltd.2.72%2.67%-0.04%
Bank Of Baroda0.96%0.92%-0.04%
Ashok Leyland Ltd.1.56%1.60%+0.04%
Affle 3I Ltd.1.87%1.83%-0.04%
Coforge Ltd.2.00%2.04%+0.04%
Metropolis Healthcare Ltd.1.22%1.18%-0.04%
Ultratech Cement Ltd.0.52%0.48%-0.03%
Gillette India Ltd.0.46%0.43%-0.03%
Tata Capital Ltd.1.10%1.08%-0.02%
Max Financial Services Ltd.1.29%1.31%+0.02%
Coal India Ltd.0.40%0.38%-0.02%
Deepak Nitrite Ltd.0.86%0.88%+0.02%
ZF Commercial Vehicle Control Systems India Ltd.0.92%0.94%+0.02%
Karur Vysya Bank Ltd.1.12%1.11%-0.02%
RateGain Travel Technologies Ltd.1.80%1.79%-0.02%
Others0.66%0.65%-0.01%
Larsen & Toubro Ltd.3.04%3.03%-0.01%
Amber Enterprises India Ltd.1.37%1.37%-0.01%
Bank of India0.91%0.91%0.00%
State Bank of India1.29%1.29%0.00%
GE Vernova T&D India Ltd1.04%1.04%0.00%
Zydus Lifesciences Ltd.1.04%1.04%0.00%
Chennai Super Kings Ltd.0.03%0.03%0.00%
Crescent Finstock Ltd.0.00%0.00%0.00%
Balmer Lawrie Freight Containers Ltd.0.00%0.00%0.00%
Mukerian Papers Ltd.0.00%0.00%0.00%
Noble Brothers Impex Ltd.0.00%0.00%0.00%
Precision Fasteners Ltd.0.00%0.00%0.00%
Sangam Health Care Products Ltd.0.00%0.00%0.00%
Virtual Dynamics Software Ltd.0.00%0.00%0.00%

Compare

Similar funds

The rest of the category, so this fund’s numbers have something to sit against.

FundAUMExpense1Y3Y5Y
Category average₹5,292 Cr2.18%11.8%10.7%—
Axis Multicap Fund₹11,985 Cr2.00%16.2%12.3%—
HSBC Multi Cap Fund₹6,503 Cr2.05%11.9%9.9%—
WhiteOak Capital Multi Cap Fund₹4,385 Cr2.22%7.6%10.3%—
LIC MF Multi Cap Fund₹2,254 Cr2.14%11.0%10.2%—
Bank of India Multi Cap Fund₹1,335 Cr2.50%12.4%11.0%—

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Fund managers

  • Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM AhmedabadPrior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months12.22% absolute₹60,000₹67,33212.22%
1 year1.66% annualised₹1,20,000₹1,21,0840.90%
3 years11.59% annualised₹3,60,000₹4,32,20820.06%
5 years10.11% annualised₹6,00,000₹7,83,16930.53%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Sundaram Multi Cap Fund?
The NAV of Sundaram Multi Cap Fund is ₹383.72 as on 25 Sep 2026.
What is the expense ratio of Sundaram Multi Cap Fund?
The expense ratio of Sundaram Multi Cap Fund is 2.34% per year.
What is the minimum SIP amount for Sundaram Multi Cap Fund?
You can start a SIP in Sundaram Multi Cap Fund with ₹3,000 a month.
What returns has Sundaram Multi Cap Fund given?
Sundaram Multi Cap Fund has returned 2.7% over 1 year, 5.4% over 3 years and 10.5% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Multi Cap Fund?
Lock-in: None. Exit load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days..
How risky is Sundaram Multi Cap Fund?
Sundaram Multi Cap Fund is rated Very High on the SEBI riskometer and belongs to the Multi Cap category.
Which fund house manages Sundaram Multi Cap Fund?
Sundaram Multi Cap Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹76,995 Cr under management.