Sundaram Multi Cap Fund · Regular · Growth
NAV
₹378.6062
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹2,780 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.42%
- 3Y
- +14.36%
- 5Y
- —
- Since Inception
- +10.82%
SIP returns (XIRR)
- 1Y
- +1.45%
- 3Y
- +7.28%
- 5Y
- —
- Since Inception
- +10.87%
This fund trailed its benchmark
Top performers in Multi Cap by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹32,531
Value today
8.4%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,497
Value today
9.5%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,29,080
Value today
+3.5%
vs lumpsum
STP beat direct lumpsum by 3.5% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.25
Sharpe Ratio
-0.03
Alpha
0.49
Beta
-0.23
Sortino
15.07%
Std Dev
-16.17%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks18.00%
- Industrial Products6.00%
- Auto Components5.00%
- IT - Software5.00%
- Finance5.00%
- Petroleum Products5.00%
- Consumer Durables4.00%
- Construction4.00%
- Pharmaceuticals & Biotechnology4.00%
- Healthcare Services3.00%
- IT - Services3.00%
- Telecom - Services3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd5.88%
- 2Icici Bank Ltd4.30%
- 3Larsen & Toubro Ltd3.55%
- 4Reliance Industries Ltd3.46%
- 5Bharti Airtel Ltd3.41%
- 6Kotak Mahindra Bank Ltd3.36%
- 7Mahindra & Mahindra Financial Services Ltd2.19%
- 8Tvs Holdings Ltd2.18%
- 9Mahindra & Mahindra Ltd2.08%
- 10Bharat Electronics Ltd2.03%
Investment Objective
Sundaram Multi Cap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.
About This Fund
Sundaram Multi Cap Fund · Regular · Growth is a Multi Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹2,780 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations