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Sundaram Multi Cap Fund

Multi CapVery HighOPEN-ENDED
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NAV as on 9 Nov 2026
₹385.79+0.37%1 day
Return since launch
14.8%
52-week range
₹333.91 — ₹402.15
AUM
₹2,901 Cr

Sundaram Multi Cap Fund is a Multi Cap equity fund from Sundaram Mutual Fund with ₹2,901 Cr under management, launched in 2000. Over three years it has returned 4.7% a year, against 13.7% for its category. The expense ratio is 2.29% 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
1Y3.3%−1.2 pts4.6%7.5%
2Y3.4%−3.7 pts7.1%4.7%
3Y4.7%−8.9 pts13.7%5.3%
5Y9.9%−1.5 pts11.4%11.0%
7Y13.3%−2.3 pts15.5%14.1%
10Y12.8%−1.3 pts14.1%13.4%

Fund against category

1Y
Fund3.3%
Category4.6%
3Y
Fund4.7%
Category13.7%
5Y
Fund9.9%
Category11.4%

Since launch (3 Oct 2000): 14.8%

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

2.26%

Expense ratio as on 6 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
1.68%
Brokerage
0.09%
Transaction charges
0.01%
Statutory levies
0.48%
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
Alpha1.996.57Return earned above what the benchmark alone would have given. Higher is better.
Beta0.930.95How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.350.63Return earned for each unit of total risk taken. Higher is better.
Sortino0.470.85Return earned for each unit of downside risk. Higher is better.
Std. deviation16.2816.72How 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 30 Sep 2026

Asset allocation

  • Equity97.1%
  • Debt0.1%
  • Other2.8%

Market cap split

  • Large37.2%
  • Mid28.4%
  • Small34.4%
P/E
24.52
P/B
3.10

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
Larsen & Toubro Ltd.Construction2.98%₹86.48 Cr+3.27%+3.55%+3.85%
ICICI Bank Ltd.Financial2.83%₹81.96 Cr+3.69%+4.30%+4.98%
OthersOthers2.82%₹81.67 Cr+6.99%+1.66%-1.93%
Kirloskar Oil Engines Ltd.Capital Goods2.75%₹79.70 Cr+2.81%+1.82%+1.29%
One 97 Communications Ltd.Services2.73%₹79.15 Cr+1.49%——
Reliance Industries Ltd.Energy2.66%₹77.16 Cr+2.89%+3.46%+3.34%
Axis Bank Ltd.Financial2.60%₹75.43 Cr+1.39%——
Interglobe Aviation Ltd.Services2.50%₹72.50 Cr+1.83%+0.47%+0.21%
Kalyan Jewellers India Ltd.Consumer Discretionary2.18%₹63.20 Cr+1.52%+1.46%+0.60%
Eternal Ltd.Services2.17%₹62.97 Cr+1.51%——

Sectors

  • Financial23.5%
  • Services14.9%
  • Capital Goods13.4%
  • Healthcare8.0%
  • Automobile7.9%
  • Technology6.1%
  • Energy5.0%
  • Construction4.8%

Instruments

  • Repo2.6%
  • Cash Margin0.7%
  • Non Convertible Debenture0.1%

Recent changes

HoldingFromToWeight
Kotak Mahindra Bank Ltd.2.80%2.03%-0.77%
PB Fintech Ltd.1.66%1.00%-0.66%
Axis Bank Ltd.1.95%2.60%+0.65%
Kei Industries Ltd.0.27%0.86%+0.59%
APL Apollo Tubes Ltd.0.56%0.00%-0.56%
HDFC Bank Ltd.1.60%1.16%-0.44%
Tata Capital Ltd.1.08%1.49%+0.41%
Gillette India Ltd.0.43%0.03%-0.41%
Dhoot Transmission Ltd.1.19%0.79%-0.39%
Kirloskar Oil Engines Ltd.2.37%2.75%+0.38%
Sapphire Foods India Ltd.0.87%1.21%+0.34%
Interglobe Aviation Ltd.2.17%2.50%+0.33%
MTAR Technologies Ltd.1.81%2.12%+0.31%
Devyani International Ltd.0.30%0.00%-0.30%
PI Industries Ltd.0.41%0.12%-0.29%
Ashok Leyland Ltd.1.60%1.87%+0.27%
Thermax Ltd.1.03%1.30%+0.27%
Adani Ports and Special Economic Zone Ltd.1.35%1.61%+0.26%
Elecon Engineering Company Ltd.1.09%1.29%+0.20%
Fortis Healthcare Ltd.1.27%1.43%+0.15%
ICICI Bank Ltd.2.67%2.83%+0.15%
Brigade Enterprises Ltd.1.93%1.79%-0.14%
Coforge Ltd.2.04%1.90%-0.14%
JSW Infrastructure Ltd.1.24%1.37%+0.14%
Hindustan Petroleum Corporation Ltd.1.28%1.40%+0.12%
Jubilant FoodWorks Ltd.0.13%0.01%-0.12%
Ion Exchange (India) Ltd.0.60%0.71%+0.12%
DCB Bank Ltd.1.78%1.66%-0.11%
Aavas Financiers Ltd.0.97%1.08%+0.11%
Shriram Finance Ltd1.66%1.55%-0.10%
Gland Pharma Ltd.1.62%1.72%+0.10%
Amara Raja Energy & Mobility Ltd0.96%0.86%-0.10%
Amber Enterprises India Ltd.1.37%1.27%-0.10%
Max Financial Services Ltd.1.31%1.21%-0.10%
One 97 Communications Ltd.2.64%2.73%+0.09%
Mahindra & Mahindra Ltd.1.55%1.47%-0.08%
RateGain Travel Technologies Ltd.1.79%1.72%-0.07%
Eternal Ltd.2.10%2.17%+0.07%
ITC Ltd.0.75%0.82%+0.07%
Deepak Nitrite Ltd.0.88%0.81%-0.07%
Zydus Lifesciences Ltd.1.04%1.10%+0.06%
Kalyan Jewellers India Ltd.2.24%2.18%-0.06%
Piramal Finance Ltd.0.97%0.91%-0.06%
Tata Steel Ltd.0.96%1.02%+0.06%
State Bank of India1.29%1.24%-0.05%
TVS Holdings Ltd.1.70%1.64%-0.05%
Bharti Airtel Ltd.1.94%1.99%+0.05%
JK Cement Ltd.1.09%1.14%+0.05%
Larsen & Toubro Ltd.3.03%2.98%-0.05%
Coal India Ltd.0.38%0.42%+0.04%
Reliance Industries Ltd.2.70%2.66%-0.04%
Apollo Hospitals Enterprise Ltd.1.49%1.45%-0.04%
NTPC Ltd.0.92%0.96%+0.04%
Others0.65%0.68%+0.03%
Mahindra & Mahindra Financial Services Ltd.0.39%0.36%-0.03%
Info Edge (India) Ltd.1.44%1.42%-0.02%
Bharti Hexacom Ltd.1.00%0.98%-0.02%
Five-Star Business Finance Ltd.1.10%1.13%+0.02%
Bank of India0.91%0.89%-0.02%
Coromandel International Ltd.0.93%0.91%-0.02%
Lupin Ltd.1.19%1.17%-0.02%
ZF Commercial Vehicle Control Systems India Ltd.0.94%0.92%-0.02%
Bank Of Baroda0.92%0.94%+0.02%
SJS Enterprises Ltd.0.50%0.48%-0.02%
Metropolis Healthcare Ltd.1.18%1.16%-0.02%
Cholamandalam Financial Holdings Ltd.1.35%1.33%-0.02%
Bharat Electronics Ltd.1.73%1.71%-0.01%
Ceat Ltd.1.43%1.44%+0.01%
Karur Vysya Bank Ltd.1.11%1.09%-0.01%
Chalet Hotels Ltd.0.70%0.69%-0.01%
Ultratech Cement Ltd.0.48%0.49%+0.01%
Cyient Ltd.0.71%0.70%-0.01%
Affle 3I Ltd.1.83%1.83%0.00%
Safari Industries (India) Ltd.0.98%0.98%0.00%
Crescent Finstock Ltd.0.00%0.00%0.00%
GE Vernova T&D India Ltd1.04%1.04%0.00%
Balmer Lawrie Freight Containers Ltd.0.00%0.00%0.00%
Chennai Super Kings Ltd.0.03%0.03%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₹5,569 Cr2.19%14.5%11.0%14.9%
Axis Multicap Fund₹12,234 Cr1.97%19.1%12.5%—
Mahindra Manulife Multi Cap Fund₹7,457 Cr2.18%15.0%10.7%14.9%
WhiteOak Capital Multi Cap Fund₹4,610 Cr2.21%10.6%10.4%—
LIC MF Multi Cap Fund₹2,187 Cr2.15%12.8%10.2%—
Bank of India Multi Cap Fund₹1,357 Cr2.45%15.1%11.3%—
See all Multi Cap funds

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 months3.97% absolute₹60,000₹62,3823.97%
1 year−1.07% annualised₹1,20,000₹1,19,307−0.58%
3 years11.43% annualised₹3,60,000₹4,31,09419.75%
5 years9.18% annualised₹6,00,000₹7,63,61327.27%

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 ₹385.79 as on 9 Nov 2026.
What is the expense ratio of Sundaram Multi Cap Fund?
The expense ratio of Sundaram Multi Cap Fund is 2.29% 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 3.3% over 1 year, 4.7% over 3 years and 9.9% 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 ₹82,589 Cr under management.