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Sundaram Multi Cap Fund(G)

As on Apr-25-2025 change fund
353.32  up-4.64 (-1.30%)

fund objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)179.91236.57227.66317.88348.52
Net Assets(Rs Crores) (as on 31-Mar-2025) 713.65 1795.35 1784.63 2374.04 2615.39
Scheme Returns(%)(Absolute)75.6830.16-4.8939.098.27
B'mark Returns(%)(Absolute)NANANANANA
Category Rank107/21844/20420/2417/298/30
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202514.808.52-5.74-6.64
2023-202412.748.5412.151.74
2022-2023-10.4512.260.22-4.49
2021-202213.2213.554.69-2.30
2020-202117.399.6921.228.69
Top 10 holdings
company (%)
HDFC Bank Ltd.5.41 
ICICI Bank Ltd.4.66 
Reliance Industries Ltd.4.08 
Larsen & Toubro Ltd.3.43 
Axis Bank Ltd.3.25 
Kotak Mahindra Bank Ltd.3.25 
Bharti Airtel Ltd.2.46 
Affle 3i Ltd.2.30 
Indian Bank2.26 
Amber Enterprises India Ltd.2.20 

Category

Multi Cap Fund

Launch Date

25-Oct-00

Scheme Benchmark

NA

AUM ( in Cr.)

2,615.39

portfolio price to book value

6.26

investing style?

Large Growth

fund manager?

Sudhir Kedia,Ratish Varier

inception date (regular plan)

25-Oct-00

expense ratio (regular plan) %

2.01

Top 10 sectors
sectors (%)
Bank - Private16.57
IT - Software5.99
Refineries5.64
Consumer Food4.75
Pharmaceuticals & Drugs4.40
Air Conditioners3.99
Auto Ancillary3.62
BPO/ITeS3.55
Engineering - Construction3.43
Cement & Construction Materials3.37

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
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  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Multi Cap Fund(G)Large-Growth 25-Oct-20002,615.396.8514.9825.8014.3215.65
Nippon India Multi Cap Fund(G)Large-Growth 28-Mar-200538,636.665.6022.8132.4214.2617.93
Kotak Multicap Fund-Reg(G)Large-Growth 29-Sep-202115,870.965.2222.44NANA17.05
HDFC Multi Cap Fund-Reg(G)Large-Growth 10-Dec-202115,944.864.2221.23NANA18.09
Axis Multicap Fund-Reg(G)Large-Growth 17-Dec-20216,979.4610.9620.45NANA15.88
ICICI Pru Multicap Fund(G)Large-Growth 01-Oct-199413,938.097.8620.1027.8014.4015.17
ITI Multi-Cap Fund-Reg(G)Large-Growth 15-May-20191,116.36-0.4618.8820.32NA13.78
Invesco India Multicap Fund(G)Large-Growth 17-Mar-20083,650.568.4817.5925.5113.4015.75
Bandhan Multi Cap Fund-Reg(G)Large-Growth 02-Dec-20212,389.295.2317.47NANA15.05
Baroda BNP Paribas Multi Cap Fund-Reg(G)Large-Growth 12-Sep-20032,616.435.4217.0227.0713.3716.41
SBI Multicap Fund-Reg(G)Large-Growth 08-Mar-202219,192.4113.4316.89NANA16.79
Mahindra Manulife Multi Cap Fund-Reg(G)Large-Growth 11-May-20174,883.184.5416.7628.10NA16.08
Aditya Birla SL Multi-Cap Fund-Reg(G)Large-Growth 07-May-20215,893.805.5615.02NANA16.31
Quant Active Fund(G)Large-Growth 20-Mar-20019,389.39-10.5211.7630.9217.1418.44
WOC Multi Cap Fund-Reg(G)Large-Growth 22-Sep-20231,562.4811.50NANANA21.80
LIC MF Multi Cap Fund-Reg(G)Large-Growth 31-Oct-20221,383.2310.79NANANA19.42
Edelweiss Multi Cap Fund-Reg(G)Large-Growth 25-Oct-20232,524.178.35NANANA25.19
Canara Rob Multi Cap Fund-Reg(G)Large-Growth 28-Jul-20233,839.188.16NANANA18.16
Mirae Asset Multicap Fund-Reg(G)Large-Growth 21-Aug-20233,334.835.69NANANA17.11
DSP Multicap Fund-Reg(G)Large-Growth 30-Jan-20241,958.625.29NANANA8.71
Union Multicap Fund-Reg(G)Large-Growth 19-Dec-20221,041.994.45NANANA17.30
HSBC Multi Cap Fund-Reg(G)Large-Growth 30-Jan-20234,276.294.15NANANA27.26
Bank of India Multi Cap Fund-Reg(G)Large-Growth 03-Mar-2023778.033.33NANANA26.04
Tata Multicap Fund-Reg(G)Large-Growth 02-Feb-20232,863.12-0.73NANANA13.11
Franklin India Multi Cap Fund-Reg(G)Large-Growth 29-Jul-20244,424.52NANANANA-5.02
Motilal Oswal Multi Cap Fund-Reg(G)Large-Growth 18-Jun-20243,426.18NANANANA23.74
Groww Multicap Fund-Reg(G)Large-Growth 16-Dec-202483.03NANANANA-8.33
Bajaj Finserv Multi Cap Fund-Reg(G)Large-Growth 27-Feb-2025521.59NANANANA6.08
PGIM India Multi Cap Fund-Reg(G)Large-Growth 10-Sep-2024345.83NANANANA-9.60
Samco Multi Cap Fund-Reg(G)Large-Growth 30-Oct-2024345.20NANANANA-9.90
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