Mutual Fund Research

Sundaram Multi Cap Fund(G)

As on Dec-11-2023 change fund
303.97  up3.01 (1.00%)

fund objective

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


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)143.25106.05179.91236.57227.66
Net Assets(Rs Crores) (as on 31-Mar-2023) 875.48 517.90 713.65 1795.35 1784.63
Scheme Returns(%)(Absolute)1.28-26.3075.6830.16-4.89
B'mark Returns(%)(Absolute)NANANANANA
Category Rank133/261151/234107/21844/20420/24
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.5.86 
HDFC Bank Ltd.4.59 
Reliance Industries Ltd.4.35 
Power Finance Corporation Ltd.3.31 
KSB Ltd.3.04 
NTPC Ltd.2.89 
State Bank Of India2.84 
Suven Pharmaceuticals Ltd.2.77 
Fortis Healthcare Ltd.2.44 
Infosys Ltd.2.32 


Multi Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Sudhir Kedia,Ratish Varier

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private10.45
Pharmaceuticals & Drugs6.51
IT - Software6.33
Finance - NBFC5.06
Finance Term Lending4.82
Auto Ancillary4.41
Engineering - Industrial Equipments4.01

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • 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-20002,201.4824.3224.2617.8717.4515.90
Nippon India Multi Cap Fund(G)Large-Growth 28-Mar-200522,695.3732.5032.8219.6417.6518.09
Quant Active Fund(G)Large-Growth 20-Mar-20016,681.3416.1228.7726.1122.9619.22
Mahindra Manulife Multi Cap Fund-Reg(G)Large-Growth 11-May-20172,460.7027.7527.0122.32NA16.51
ICICI Pru Multicap Fund(G)Large-Growth 01-Oct-19949,515.2927.6223.9017.5816.9815.11
Baroda BNP Paribas Multi Cap Fund-Reg(G)Large-Growth 12-Sep-20032,022.1323.9923.4919.7415.5316.44
Invesco India Multicap Fund(G)Large-Growth 17-Mar-20082,894.7824.9422.5817.9018.4015.87
ITI Multi-Cap Fund-Reg(G)Large-Growth 15-May-2019723.8330.8818.86NANA14.95
HDFC Multi Cap Fund-Reg(G)Large-Growth 10-Dec-202110,000.3233.32NANANA22.38
Kotak Multicap Fund-Reg(G)Large-Growth 29-Sep-20217,080.3031.86NANANA17.91
Axis Multicap Fund-Reg(G)Large-Growth 17-Dec-20214,622.2627.82NANANA13.74
LIC MF Multi Cap Fund-Reg(G)Large-Growth 31-Oct-2022752.1224.51NANANA23.45
Aditya Birla SL Multi-Cap Fund-Reg(G)Large-Growth 07-May-20214,687.9522.36NANANA18.50
Bandhan Multi Cap Fund-Reg(G)Large-Growth 02-Dec-20211,666.5322.15NANANA15.77
SBI Multicap Fund-Reg(G)Large-Growth 08-Mar-202213,806.9618.80NANANA15.40
Tata Multicap Fund-Reg(G)Large-Growth 02-Feb-20232,626.62NANANANA24.31
Mirae Asset Multicap Fund-Reg(G)Large-Growth 21-Aug-20231,954.30NANANANA11.86
Canara Rob Multi Cap Fund-Reg(G)Large-Growth 28-Jul-20231,869.27NANANANA12.80
HSBC Multi Cap Fund-Reg(G)Large-Growth 30-Jan-20232,038.85NANANANA41.64
WOC Multi Cap Fund-Reg(G)Large-Growth 22-Sep-2023518.50NANANANA10.57
Union Multicap Fund-Reg(G)Large-Growth 19-Dec-2022689.65NANANANA27.80
Bank of India Multi Cap Fund-Reg(G)Large-Growth 03-Mar-2023345.04NANANANA39.20
Edelweiss Multi Cap Fund-Reg(G)Large-Growth 25-Oct-20231,160.90NANANANA13.09
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