Sundaram Multi Cap Fund - Growth - Regular Plan

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  • 1.48 %Nav, as on 31-03-2023

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  • Net Change on 31-03-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option -0.83 -4.49 -3.77 29.00 10.29 14.94
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty500 Multicap 50:25:25 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Oct 25, 2000 Unrated -3.77 29.00 10.29 2.09 1,795.11
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 7.64 36.03 12.67 1.88 14,091.96
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 Unrated 3.17 30.16 11.03 1.93 6,929.06
Quant Active Fund-GROWTH OPTION Mar 20, 2001 -3.20 44.11 18.81 2.63 3,531.89
Invesco India Multicap Fund - Growth Option Mar 17, 2008 Unrated -0.31 28.12 9.58 2.01 2,347.90
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Sep 12, 2003 -4.79 29.17 11.48 2.22 1,628.82

Fund Holdings as on 28-February-2023

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • TREPS

  • State Bank of India

  • Infosys Ltd

  • Axis Bank Ltd

  • Hindustan UniLever Ltd

  • Suven Pharmaceuticals Ltd

  • ICRA Ltd

  • KSB LTD

  • Bharti Airtel Ltd

  • Ashok Leyland Ltd

  • Aavas Financiers Ltd

  • Fortis Health Care Ltd

  • Schaeffler India Ltd

  • Polycab India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Maruti Suzuki India Ltd

  • Tata Consultancy Services Ltd

  • KEI Industries Ltd

  • Brigade Enterprises Ltd

  • Navin Fluorine International Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • United Breweries Ltd

  • SBI Life Insurance Company Ltd

  • TCI Express Ltd

  • Metro Brands Ltd

  • SRF Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • 3M India Ltd

  • Sona BLW Precision Forgings Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Housing Development Finance Corporation Ltd

  • PNC Infratech Ltd

  • Blue Star Ltd

  • PVR Ltd

  • Jubilant Foodworks Ltd

  • Gland Pharma Ltd

  • Birla Corporation Ltd

  • Neogen Chemicals Ltd

  • Cyient Ltd

  • Green Panel Industries Ltd

  • Kajaria Ceramics Ltd

  • Amber Enterprises India Ltd

  • Grindwell Norton Ltd

  • PI Industries Ltd

  • Hatsun Agro Product Ltd

  • Avenue Supermarts Ltd

  • Page Industries Ltd

  • JK Cement Ltd

  • Bajaj Finance Ltd

  • APL Apollo Tubes Ltd

  • Cholamandalam Financial Holdings Ltd

  • LTIMindtree Ltd

  • Canara Bank

  • Affle (India) Ltd

  • Astral Ltd

  • Chalet Hotels Ltd

  • BEML Land and Assets Ltd

  • Chennai Super Kings Ltd @

  • Crescent Finstock Ltd @

  • Mukerian Papers Ltd @

  • Sangam Health Care Products Ltd @

  • Virtual Dynamics Software Ltd @

  • Noble Brothers Impex Ltd @

  • Balmer Lawrie Freight Containers Ltd @

  • Precision Fasteners Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Miscellaneous

  • Diversified

  • Cable

  • Finance - Housing

  • Chemicals

  • Auto Ancillary

  • Household & Personal Products

  • Ratings

  • Finance - NBFC

  • Retailing

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Consumer Food

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Breweries & Distilleries

  • Insurance

  • Logistics

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Wood & Wood Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Abrasives

  • Pesticides & Agrochemicals

  • Textile

  • Cement & Construction Materials

  • Steel & Iron Products

  • Finance - Investment

  • BPO/ITeS

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Unspecified

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Leather

  • Fasteners

  • Packaging

  • Paper & Paper Products

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  • Cash

  • Equity

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About Sundaram Multi Cap Fund

Scheme Analysis

Sundaram Multi Cap Fund is a Equity - Multi Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 25-Oct-2000 and currently has an AUM of ₹1,795.11 crore. Sundaram Multi Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty500 Multicap 50:25:25 - TRI as secondary index.

The NAV of Sundaram Multi Cap Fund ended up ₹3.32(1.48%)yesterday to ₹227.6559.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

The Sundaram Multi Cap Fund is managed by Ratish Varier and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156