Sundaram Multi Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 1.91 1.65 3.97 19.90 11.15 15.60
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 3.97 19.90 11.15 2.14 1,898.96
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 17.34 20.70 12.79 1.77 14,024.92
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 Unrated 9.48 17.67 12.36 1.94 7,026.94
Quant Active Fund-GROWTH OPTION Mar 20, 2001 12.83 34.96 22.07 2.63 3,221.38
Invesco India Multicap Fund - Growth Option Mar 17, 2008 Unrated 2.45 19.26 10.25 2.03 2,321.37
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Sep 12, 2003 3.34 21.28 12.15 2.27 1,715.22

Fund Holdings as on 31-October-2022

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • Hindustan UniLever Ltd

  • Ashok Leyland Ltd

  • 3M India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SRF Ltd

  • ICRA Ltd

  • Bharti Airtel Ltd

  • PI Industries Ltd

  • Can Fin Homes Ltd

  • Page Industries Ltd

  • Maruti Suzuki India Ltd

  • Suven Pharmaceuticals Ltd

  • Brigade Enterprises Ltd

  • KEI Industries Ltd

  • KSB Ltd

  • Canara Bank

  • Oberoi Realty Ltd

  • TREPS

  • Polycab India Ltd

  • Tata Consultancy Services Ltd

  • United Breweries Ltd

  • Bajaj Finserv Ltd

  • Computer Age Management Services Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Schaeffler India Ltd

  • Metro Brands Ltd

  • Gland Pharma Ltd

  • BEML Ltd

  • Bajaj Finance Ltd

  • TCI Express Ltd

  • PNC Infratech Ltd

  • Sona BLW Precision Forgings Ltd

  • Grindwell Norton Ltd

  • Fortis Health Care Ltd

  • Green Panel Industries Ltd

  • Navin Fluorine International Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Avenue Supermarts Ltd

  • Blue Star Ltd

  • Kajaria Ceramics Ltd

  • Cholamandalam Financial Holdings Ltd

  • Amber Enterprises India Ltd

  • Anupam Rasayan India Ltd

  • Persistent Systems Ltd

  • JK Cement Ltd

  • Hatsun Agro Product Ltd

  • APL Apollo Tubes Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • CE Info Systems Private Limited

  • Orient Electric Ltd

  • SBI Life Insurance Company Ltd

  • Housing Development Finance Corporation Ltd.

  • Affle (India) Ltd

  • BEML Land and Assets Ltd

  • Neogen Chemicals Ltd

  • Cash and Other Net Current Assets

  • Astral Ltd

  • Chennai Super Kings Ltd @

  • Crescent Finstock Ltd @

  • Sangam Health Care Products Ltd @

  • Virtual Dynamics Software Ltd @

  • Noble Brothers Impex Ltd @

  • Balmer Lawrie Freight Containers Ltd @

  • Mukerian Papers Ltd @

  • Precision Fasteners Ltd @

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  • Bank - Private

  • Bank - Public

  • IT - Software

  • Refineries

  • Diversified

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Cable

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

  • Retailing

  • Finance - Investment

  • Ratings

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Chemicals

  • Textile

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Miscellaneous

  • Breweries & Distilleries

  • BPO/ITeS

  • Bearings

  • Logistics

  • Engineering - Construction

  • Abrasives

  • Hospital & Healthcare Services

  • Wood & Wood Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Cement & Construction Materials

  • Consumer Food

  • Steel & Iron Products

  • Insurance

  • Telecommunication - Equipment

  • Unspecified

  • Plastic Products

  • Finance - Stock Broking

  • Amusement Parks/Recreation/Club

  • Fasteners

  • Leather

  • Packaging

  • Paper & Paper Products

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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 ₹1,898.96 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 down ₹-0.47(-0.19%)yesterday to ₹246.9975.

Among its top 3 holdings the fund has exposure to Reliance Industries 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