NAV
₹437.0240
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +3.19%
- 3Y
- +14.32%
- 5Y
- —
- Since Inception
- +12.37%
SIP returns (XIRR)
- 1Y
- +6.58%
- 3Y
- +9.06%
- 5Y
- —
- Since Inception
- +12.67%
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
portfolio shared with Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
- 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 · Direct · 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 · Direct · Growth is a Multi Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
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