Sundaram Multi Cap Fund
- 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
Sundaram Multi Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +1.7% against +1.7% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 2.7% | −3.7 pts | 6.4% | 3.4% |
| 2Y | 3.1% | −3.2 pts | 6.3% | 2.6% |
| 3Y | 5.4% | −8.1 pts | 13.6% | 4.9% |
| 5Y | 10.5% | −1.4 pts | 11.9% | 11.0% |
| 7Y | 13.9% | −2.2 pts | 16.0% | 14.3% |
| 10Y | 13.1% | −0.8 pts | 13.9% | 13.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -4.6% | −1.7 pts | -2.9% | -3.0% |
| 3M | 1.3% | −0.5 pts | 1.8% | 1.1% |
| 6M | 12.2% | −3.2 pts | 15.5% | 13.9% |
| 1Y | 1.7% | −4.8 pts | 6.4% | 1.6% |
| 2Y | -1.8% | −1.8 pts | 0.1% | -2.8% |
| 3Y | 11.6% | −2.0 pts | 13.6% | 11.2% |
| 5Y | 10.1% | −1.8 pts | 11.9% | 10.9% |
| 7Y | 15.1% | −1.9 pts | 17.0% | 15.1% |
| 10Y | 12.7% | −1.3 pts | 13.9% | 12.4% |
Since launch (3 Oct 2000): 14.9%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.6% | +1.0 pts | 3.6% |
| 2024 | 19.3% | −5.7 pts | 25.0% |
| 2023 | 31.1% | −3.4 pts | 34.5% |
| 2022 | -1.6% | −7.1 pts | 5.5% |
| 2021 | 41.8% | −2.4 pts | 44.2% |
| 2020 | 13.4% | −3.0 pts | 16.4% |
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.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 2.74 | 6.86 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.92 | 0.97 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.53 | 0.76 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.68 | 1.00 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 15.78 | 16.82 | How 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
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | 3.03% | ₹93.03 Cr | +3.34% | +4.02% | +3.61% |
| Kotak Mahindra Bank Ltd. | Financial | 2.80% | ₹85.97 Cr | +2.51% | +3.91% | +4.04% |
| Reliance Industries Ltd. | Energy | 2.70% | ₹83.01 Cr | +3.06% | +2.92% | +3.35% |
| ICICI Bank Ltd. | Financial | 2.67% | ₹82.04 Cr | +4.03% | +5.36% | +4.79% |
| One97 Communications Ltd. | Services | 2.64% | ₹81.00 Cr | +1.51% | — | — |
| Others | Others | 2.47% | ₹75.68 Cr | +2.14% | +0.61% | +1.63% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2.37% | ₹72.62 Cr | +2.38% | +1.70% | +1.27% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 2.24% | ₹68.66 Cr | +1.34% | +1.42% | +0.45% |
| Interglobe Aviation Ltd. | Services | 2.17% | ₹66.54 Cr | +1.18% | +1.28% | +0.21% |
| Eternal Ltd. | Services | 2.10% | ₹64.56 Cr | +1.13% | — | — |
| Coforge Ltd. | Technology | 2.04% | ₹62.56 Cr | +1.75% | +1.45% | +1.14% |
| Axis Bank Ltd. | Financial | 1.95% | ₹59.92 Cr | +1.38% | — | — |
| Bharti Airtel Ltd. | Communication | 1.94% | ₹59.61 Cr | +3.15% | +3.21% | +2.55% |
| Brigade Enterprises Ltd. | Construction | 1.93% | ₹59.11 Cr | +1.57% | +1.66% | +1.34% |
| Affle 3I Ltd. | Technology | 1.83% | ₹56.17 Cr | +1.83% | +1.71% | +2.12% |
| MTAR Technologies Ltd. | Capital Goods | 1.81% | ₹55.59 Cr | — | — | — |
| RateGain Travel Technologies Ltd. | Technology | 1.79% | ₹54.88 Cr | +1.56% | +1.10% | +1.07% |
| DCB Bank Ltd. | Financial | 1.78% | ₹54.55 Cr | +1.56% | +1.97% | +1.71% |
| Bharat Electronics Ltd. | Capital Goods | 1.73% | ₹53.07 Cr | +1.87% | +2.01% | +1.68% |
| TVS Holdings Ltd. | Automobile | 1.70% | ₹52.15 Cr | +1.90% | +2.11% | +1.66% |
| PB Fintech Ltd. | Services | 1.66% | ₹50.90 Cr | +1.48% | +0.78% | +0.40% |
| Shriram Finance Ltd | Financial | 1.66% | ₹50.88 Cr | +1.55% | — | — |
| Gland Pharma Ltd. | Healthcare | 1.62% | ₹49.63 Cr | +1.38% | +1.11% | +0.16% |
| HDFC Bank Ltd. | Financial | 1.60% | ₹49.23 Cr | +4.77% | +6.38% | +6.59% |
| Ashok Leyland Ltd. | Automobile | 1.60% | ₹49.14 Cr | — | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 1.55% | ₹47.59 Cr | +2.42% | +2.03% | +1.49% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.49% | ₹45.75 Cr | +1.50% | — | — |
| Info Edge (India) Ltd. | Services | 1.44% | ₹44.35 Cr | +1.17% | +1.10% | +0.23% |
| Ceat Ltd. | Automobile | 1.43% | ₹43.89 Cr | +1.48% | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.37% | ₹41.93 Cr | +1.49% | +1.55% | +1.94% |
| Adani Ports and Special Economic Zone Ltd. | Services | 1.35% | ₹41.42 Cr | +1.67% | +1.01% | +0.73% |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.35% | ₹41.29 Cr | — | — | — |
| Max Financial Services Ltd. | Financial | 1.31% | ₹40.24 Cr | +1.53% | — | — |
| State Bank of India | Financial | 1.29% | ₹39.75 Cr | +1.29% | — | — |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.28% | ₹39.33 Cr | +1.40% | +1.80% | +1.55% |
| Fortis Healthcare Ltd. | Healthcare | 1.27% | ₹39.14 Cr | +1.43% | +1.42% | +2.12% |
| JSW Infrastructure Ltd. | Services | 1.24% | ₹37.96 Cr | — | — | — |
| Lupin Ltd. | Healthcare | 1.19% | ₹36.61 Cr | +1.35% | +1.23% | +2.03% |
| company:20770 | Capital Goods | 1.19% | ₹36.41 Cr | — | — | — |
| Metropolis Healthcare Ltd. | Healthcare | 1.18% | ₹36.30 Cr | +1.23% | +1.05% | +1.36% |
| Karur Vysya Bank Ltd. | Financial | 1.11% | ₹33.99 Cr | +1.01% | — | — |
| Five-Star Business Finance Ltd. | Financial | 1.10% | ₹33.83 Cr | +0.69% | — | — |
| JK Cement Ltd. | Materials | 1.09% | ₹33.36 Cr | +1.20% | +1.20% | +2.09% |
| Elecon Engineering Company Ltd. | Capital Goods | 1.09% | ₹33.36 Cr | +1.47% | +1.16% | — |
| Tata Capital Ltd. | Financial | 1.08% | ₹33.11 Cr | +0.98% | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 1.04% | ₹31.96 Cr | +1.51% | +1.35% | +0.25% |
| Zydus Lifesciences Ltd. | Healthcare | 1.04% | ₹31.94 Cr | +1.06% | — | — |
| Kei Industries Ltd. | Capital Goods | 1.04% | ₹31.83 Cr | +2.10% | +3.88% | +4.01% |
| Thermax Ltd. | Capital Goods | 1.03% | ₹31.59 Cr | — | — | — |
| Bharti Hexacom Ltd. | Communication | 1.00% | ₹30.82 Cr | — | — | — |
| Safari Industries (India) Ltd. | Consumer Discretionary | 0.98% | ₹30.01 Cr | — | — | — |
| Aavas Financiers Ltd. | Financial | 0.97% | ₹29.71 Cr | — | — | — |
| company:896 | Financial | 0.97% | ₹29.65 Cr | — | — | — |
| Tata Steel Ltd. | Metals & Mining | 0.96% | ₹29.50 Cr | +1.19% | — | — |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.96% | ₹29.37 Cr | +1.04% | +1.63% | +1.74% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.94% | ₹28.89 Cr | +0.99% | +0.16% | — |
| Coromandel International Ltd. | Chemicals | 0.93% | ₹28.59 Cr | +0.94% | — | — |
| NTPC Ltd. | Energy | 0.92% | ₹28.26 Cr | +0.91% | +0.80% | — |
| Bank Of Baroda | Financial | 0.92% | ₹28.15 Cr | — | — | — |
| Bank of India | Financial | 0.91% | ₹27.93 Cr | +0.98% | — | — |
| Deepak Nitrite Ltd. | Chemicals | 0.88% | ₹26.94 Cr | +0.92% | — | — |
| Sapphire Foods India Ltd. | Services | 0.87% | ₹26.73 Cr | +0.60% | — | — |
| ITC Ltd. | Consumer Staples | 0.75% | ₹23.15 Cr | +0.93% | — | — |
| Cyient Ltd. | Technology | 0.71% | ₹21.66 Cr | +0.61% | +0.69% | — |
| Chalet Hotels Ltd. | Services | 0.70% | ₹21.44 Cr | +0.66% | +0.68% | +1.50% |
| Ion Exchange (India) Ltd. | Capital Goods | 0.60% | ₹18.31 Cr | +0.65% | +0.65% | +0.63% |
| APL Apollo Tubes Ltd. | Metals & Mining | 0.56% | ₹17.23 Cr | +1.14% | +1.44% | +1.04% |
| SJS Enterprises Ltd. | Automobile | 0.50% | ₹15.24 Cr | +0.80% | +0.66% | — |
| PI Industries Ltd. | Chemicals | 0.49% | ₹14.90 Cr | +1.23% | +1.38% | +1.64% |
| Ultratech Cement Ltd. | Materials | 0.48% | ₹14.89 Cr | +1.07% | +0.70% | +1.73% |
| Gillette India Ltd. | Consumer Staples | 0.43% | ₹13.28 Cr | +0.52% | — | — |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.39% | ₹11.86 Cr | +1.03% | +2.55% | +1.86% |
| Coal India Ltd. | Materials | 0.38% | ₹11.56 Cr | +0.73% | — | +1.46% |
| Devyani International Ltd. | Services | 0.30% | ₹9.18 Cr | +0.41% | +1.09% | +1.54% |
| Jubilant FoodWorks Ltd. | Services | 0.13% | ₹4.01 Cr | +1.48% | +1.79% | +2.11% |
| Chennai Super Kings Ltd. | Services | 0.03% | ₹0.83 Cr | +0.03% | +0.03% | +0.03% |
| Crescent Finstock Ltd. | Financial | 0.00% | ₹0.09 Cr | 0.00% | 0.00% | +0.01% |
| Balmer Lawrie Freight Containers Ltd. | Services | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Mukerian Papers Ltd. | Consumer Staples | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Noble Brothers Impex Ltd. | Consumer Discretionary | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Precision Fasteners Ltd. | Capital Goods | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Sangam Health Care Products Ltd. | Healthcare | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Virtual Dynamics Software Ltd. | Technology | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:20770 | 0.00% | 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:896 | 0.00% | 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 Ltd | 1.01% | 0.96% | -0.05% |
| Shriram Finance Ltd | 1.61% | 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 Baroda | 0.96% | 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% |
| Others | 0.66% | 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 India | 0.91% | 0.91% | 0.00% |
| State Bank of India | 1.29% | 1.29% | 0.00% |
| GE Vernova T&D India Ltd | 1.04% | 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.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹5,292 Cr | 2.18% | 11.8% | 10.7% | — |
| ₹11,985 Cr | 2.00% | 16.2% | 12.3% | — | |
| ₹6,503 Cr | 2.05% | 11.9% | 9.9% | — | |
| ₹4,385 Cr | 2.22% | 7.6% | 10.3% | — | |
| ₹2,254 Cr | 2.14% | 11.0% | 10.2% | — | |
| ₹1,335 Cr | 2.50% | 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.
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 past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months12.22% absolute | ₹60,000 | ₹67,332 | 12.22% | |
| 1 year1.66% annualised | ₹1,20,000 | ₹1,21,084 | 0.90% | |
| 3 years11.59% annualised | ₹3,60,000 | ₹4,32,208 | 20.06% | |
| 5 years10.11% annualised | ₹6,00,000 | ₹7,83,169 | 30.53% |
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.