Sundaram Multi Cap Fund
- 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
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 -1.2% against +0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.3% | −1.2 pts | 4.6% | 7.5% |
| 2Y | 3.4% | −3.7 pts | 7.1% | 4.7% |
| 3Y | 4.7% | −8.9 pts | 13.7% | 5.3% |
| 5Y | 9.9% | −1.5 pts | 11.4% | 11.0% |
| 7Y | 13.3% | −2.3 pts | 15.5% | 14.1% |
| 10Y | 12.8% | −1.3 pts | 14.1% | 13.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 4.0% | −0.6 pts | 4.6% | 5.1% |
| 3M | -2.9% | −2.0 pts | -0.9% | -0.7% |
| 6M | 4.0% | −1.8 pts | 5.8% | 5.1% |
| 1Y | -1.1% | −5.6 pts | 4.6% | 0.4% |
| 2Y | 1.9% | −1.8 pts | 3.7% | 1.5% |
| 3Y | 11.4% | −2.3 pts | 13.7% | 11.7% |
| 5Y | 9.2% | −2.3 pts | 11.4% | 10.4% |
| 7Y | 14.7% | −1.9 pts | 16.6% | 14.8% |
| 10Y | 12.8% | −1.3 pts | 14.1% | 12.6% |
Since launch (3 Oct 2000): 14.8%
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
2.26%
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.
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 | 1.99 | 6.57 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.93 | 0.95 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.35 | 0.63 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.47 | 0.85 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 16.28 | 16.72 | 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 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
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | 2.98% | ₹86.48 Cr | +3.27% | +3.55% | +3.85% |
| ICICI Bank Ltd. | Financial | 2.83% | ₹81.96 Cr | +3.69% | +4.30% | +4.98% |
| Others | Others | 2.82% | ₹81.67 Cr | +6.99% | +1.66% | -1.93% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2.75% | ₹79.70 Cr | +2.81% | +1.82% | +1.29% |
| One 97 Communications Ltd. | Services | 2.73% | ₹79.15 Cr | +1.49% | — | — |
| Reliance Industries Ltd. | Energy | 2.66% | ₹77.16 Cr | +2.89% | +3.46% | +3.34% |
| Axis Bank Ltd. | Financial | 2.60% | ₹75.43 Cr | +1.39% | — | — |
| Interglobe Aviation Ltd. | Services | 2.50% | ₹72.50 Cr | +1.83% | +0.47% | +0.21% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 2.18% | ₹63.20 Cr | +1.52% | +1.46% | +0.60% |
| Eternal Ltd. | Services | 2.17% | ₹62.97 Cr | +1.51% | — | — |
| MTAR Technologies Ltd. | Capital Goods | 2.12% | ₹61.54 Cr | +1.18% | — | — |
| Kotak Mahindra Bank Ltd. | Financial | 2.03% | ₹58.87 Cr | +2.03% | +3.36% | +4.08% |
| Bharti Airtel Ltd. | Communication | 1.99% | ₹57.80 Cr | +2.09% | +3.41% | +2.90% |
| Coforge Ltd. | Technology | 1.90% | ₹55.12 Cr | +0.10% | +1.53% | +1.35% |
| Ashok Leyland Ltd. | Automobile | 1.87% | ₹54.37 Cr | +1.51% | — | — |
| Affle 3I Ltd. | Technology | 1.83% | ₹53.11 Cr | +1.71% | +2.02% | +2.15% |
| Brigade Enterprises Ltd. | Construction | 1.79% | ₹51.85 Cr | +1.55% | +1.74% | +1.74% |
| Gland Pharma Ltd. | Healthcare | 1.72% | ₹49.86 Cr | +1.47% | +1.16% | +0.27% |
| RateGain Travel Technologies Ltd. | Technology | 1.72% | ₹49.84 Cr | +1.81% | +1.02% | +1.33% |
| Bharat Electronics Ltd. | Capital Goods | 1.71% | ₹49.72 Cr | +1.81% | +2.03% | +1.83% |
| TVS Holdings Ltd. | Automobile | 1.71% | ₹49.52 Cr | +3.70% | +4.36% | +3.56% |
| DCB Bank Ltd. | Financial | 1.66% | ₹48.26 Cr | +1.59% | +1.57% | +1.76% |
| Adani Ports and Special Economic Zone Ltd. | Services | 1.61% | ₹46.76 Cr | +1.61% | +1.17% | +0.78% |
| Shriram Finance Ltd | Financial | 1.55% | ₹45.05 Cr | +1.64% | — | — |
| Tata Capital Ltd. | Financial | 1.49% | ₹43.23 Cr | +1.13% | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 1.47% | ₹42.77 Cr | +1.36% | +2.08% | +1.71% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.45% | ₹41.98 Cr | +1.53% | — | — |
| Ceat Ltd. | Automobile | 1.44% | ₹41.90 Cr | +1.53% | — | — |
| Fortis Healthcare Ltd. | Healthcare | 1.43% | ₹41.46 Cr | +1.42% | +1.51% | +2.14% |
| Info Edge (India) Ltd. | Services | 1.42% | ₹41.19 Cr | +1.11% | +1.15% | +0.47% |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.40% | ₹40.67 Cr | +1.35% | +1.54% | +1.82% |
| JSW Infrastructure Ltd. | Services | 1.37% | ₹39.82 Cr | +1.23% | — | — |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.33% | ₹38.53 Cr | — | — | — |
| Thermax Ltd. | Capital Goods | 1.30% | ₹37.63 Cr | — | — | — |
| Elecon Engineering Company Ltd. | Capital Goods | 1.29% | ₹37.41 Cr | +1.48% | +1.14% | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.27% | ₹36.72 Cr | +1.42% | +1.43% | +1.88% |
| State Bank of India | Financial | 1.24% | ₹35.98 Cr | +1.32% | +1.45% | — |
| Sapphire Foods India Ltd. | Services | 1.21% | ₹35.19 Cr | +0.71% | — | — |
| Max Financial Services Ltd. | Financial | 1.21% | ₹35.13 Cr | +1.39% | +0.89% | — |
| Lupin Ltd. | Healthcare | 1.17% | ₹33.97 Cr | +1.39% | +1.53% | +2.03% |
| HDFC Bank Ltd. | Financial | 1.16% | ₹33.77 Cr | +4.67% | +5.88% | +6.69% |
| Metropolis Healthcare Ltd. | Healthcare | 1.16% | ₹33.77 Cr | +1.16% | +1.07% | +1.26% |
| JK Cement Ltd. | Materials | 1.14% | ₹32.99 Cr | +1.21% | +1.31% | +1.88% |
| Five-Star Business Finance Ltd. | Financial | 1.13% | ₹32.68 Cr | +1.10% | — | — |
| Zydus Lifesciences Ltd. | Healthcare | 1.10% | ₹31.96 Cr | +1.05% | — | — |
| Karur Vysya Bank Ltd. | Financial | 1.09% | ₹31.76 Cr | +0.99% | — | — |
| Aavas Financiers Ltd. | Financial | 1.08% | ₹31.33 Cr | +0.87% | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 1.04% | ₹30.20 Cr | +1.22% | +1.19% | +0.26% |
| Tata Steel Ltd. | Metals & Mining | 1.02% | ₹29.49 Cr | +1.03% | +0.76% | — |
| PB Fintech Ltd. | Services | 1.00% | ₹28.88 Cr | +1.46% | +0.84% | +0.38% |
| Bharti Hexacom Ltd. | Communication | 0.98% | ₹28.41 Cr | +1.01% | — | — |
| Safari Industries (India) Ltd. | Consumer Discretionary | 0.98% | ₹28.40 Cr | — | — | — |
| NTPC Ltd. | Energy | 0.96% | ₹27.86 Cr | +1.06% | +0.97% | — |
| Bank Of Baroda | Financial | 0.94% | ₹27.20 Cr | — | — | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.92% | ₹26.69 Cr | +1.00% | — | +0.09% |
| Coromandel International Ltd. | Chemicals | 0.91% | ₹26.37 Cr | +1.03% | +0.68% | — |
| Piramal Finance Ltd. | Financial | 0.91% | ₹26.35 Cr | — | — | — |
| Bank of India | Financial | 0.89% | ₹25.69 Cr | +0.95% | — | — |
| Kei Industries Ltd. | Capital Goods | 0.86% | ₹24.94 Cr | +0.94% | +1.55% | +2.12% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.86% | ₹24.83 Cr | +0.95% | +1.45% | +1.73% |
| ITC Ltd. | Consumer Staples | 0.82% | ₹23.80 Cr | +0.89% | — | — |
| Deepak Nitrite Ltd. | Chemicals | 0.81% | ₹23.56 Cr | +0.82% | — | — |
| Dhoot Transmission Ltd. | Capital Goods | 0.79% | ₹23.01 Cr | — | — | — |
| Ion Exchange (India) Ltd. | Capital Goods | 0.71% | ₹20.69 Cr | +0.70% | +0.64% | +0.66% |
| Cyient Ltd. | Technology | 0.70% | ₹20.29 Cr | +0.57% | +0.57% | +0.20% |
| Chalet Hotels Ltd. | Services | 0.69% | ₹20.05 Cr | +0.66% | +0.66% | +1.40% |
| PI Industries Ltd. | Chemicals | 0.50% | ₹14.39 Cr | +1.09% | +1.34% | +1.55% |
| Ultratech Cement Ltd. | Materials | 0.49% | ₹14.24 Cr | +1.01% | +1.11% | +1.66% |
| SJS Enterprises Ltd. | Automobile | 0.48% | ₹13.83 Cr | +0.81% | +0.66% | — |
| Coal India Ltd. | Materials | 0.42% | ₹12.23 Cr | +0.43% | — | — |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.36% | ₹10.33 Cr | +1.04% | +2.19% | +2.00% |
| Jubilant FoodWorks Ltd. | Services | 0.13% | ₹3.77 Cr | +1.92% | +3.35% | +4.13% |
| Chennai Super Kings Ltd. | Services | 0.03% | ₹0.79 Cr | +0.03% | +0.03% | +0.03% |
| Gillette India Ltd. | Consumer Staples | 0.03% | ₹0.78 Cr | +0.48% | — | — |
| Crescent Finstock Ltd. | Financial | 0.00% | ₹0.10 Cr | 0.00% | 0.00% | 0.00% |
| 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 |
|---|---|---|---|
| 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 Ltd | 1.66% | 1.55% | -0.10% |
| Gland Pharma Ltd. | 1.62% | 1.72% | +0.10% |
| Amara Raja Energy & Mobility Ltd | 0.96% | 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 India | 1.29% | 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% |
| Others | 0.65% | 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 India | 0.91% | 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 Baroda | 0.92% | 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 Ltd | 1.04% | 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.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹5,569 Cr | 2.19% | 14.5% | 11.0% | 14.9% |
| ₹12,234 Cr | 1.97% | 19.1% | 12.5% | — | |
| ₹7,457 Cr | 2.18% | 15.0% | 10.7% | 14.9% | |
| ₹4,610 Cr | 2.21% | 10.6% | 10.4% | — | |
| ₹2,187 Cr | 2.15% | 12.8% | 10.2% | — | |
| ₹1,357 Cr | 2.45% | 15.1% | 11.3% | — |
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 months3.97% absolute | ₹60,000 | ₹62,382 | 3.97% | |
| 1 year−1.07% annualised | ₹1,20,000 | ₹1,19,307 | −0.58% | |
| 3 years11.43% annualised | ₹3,60,000 | ₹4,31,094 | 19.75% | |
| 5 years9.18% annualised | ₹6,00,000 | ₹7,63,613 | 27.27% |
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.