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 3.13 3.68 40.51 23.27 17.94 16.02
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 40.51 23.27 17.94 2.04 2,374.04
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 52.44 32.71 20.54 1.64 27,745.59
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 50.15 26.00 18.47 1.77 11,342.34
Quant Active Fund-GROWTH OPTION Mar 20, 2001 53.69 28.02 28.56 1.76 8,731.92
Invesco India Multicap Fund - Growth Option Mar 17, 2008 Unrated 44.30 22.73 18.93 1.92 3,166.03
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth May 11, 2017 50.66 26.81 23.38 1.90 3,165.04

Fund Holdings as on 31-March-2024

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • Power Finance Corporation Ltd

  • TREPS

  • KSB LTD

  • Indian Bank

  • NTPC LTD

  • Sun Pharmaceutical Industries Ltd

  • Infosys Ltd

  • REC Ltd

  • ITC Ltd

  • KEI Industries Ltd

  • Brigade Enterprises Ltd

  • TVS Holdings Ltd

  • Kajaria Ceramics Ltd

  • Fortis Health Care Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Creditaccess Grameen Ltd

  • Computer Age Management Services Ltd

  • Blue Star Ltd

  • Tata Consultancy Services Ltd

  • Affle (India) Ltd

  • Bajaj Auto Ltd

  • Tube Investments of India Ltd

  • Hindustan UniLever Ltd

  • Jubilant Foodworks Ltd

  • Sundaram Liquid Fund - Direct Growth

  • 3M India Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Amber Enterprises India Ltd

  • Metro Brands Ltd

  • Kalyan Jewellers India Ltd

  • Bharti Airtel Ltd

  • Aavas Financiers Ltd

  • Birla Corporation Ltd

  • Bharat Electronics Ltd

  • Chalet Hotels Ltd

  • Coforge Ltd

  • Polycab India Ltd

  • Info Edge (India) Ltd

  • Grasim Industries Ltd

  • Devyani international limited

  • PI Industries Ltd

  • Hindustan Petroleum Corporation Ltd

  • Cholamandalam Financial Holdings Ltd

  • Grindwell Norton Ltd

  • Hatsun Agro Product Ltd

  • Schaeffler India Ltd

  • NIIT Learning Systems Ltd

  • ICRA Ltd

  • PVR INOX Ltd

  • Neogen Chemicals Ltd

  • APL Apollo Tubes Ltd

  • Metropolis Healthcare Limited April 2024

  • Ceat Ltd

  • Larsen & Toubro Ltd

  • Century Plyboards (India) Ltd

  • Siemens Ltd

  • Kansai Nerolac Paints Ltd

  • Margin Money For Derivatives

  • Metropolis Healthcare 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 @

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Diversified

  • Auto Ancillary

  • Cable

  • Consumer Food

  • Miscellaneous

  • Air Conditioners

  • Compressors / Pumps

  • Bank - Public

  • Power Generation/Distribution

  • BPO/ITeS

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Depository Services

  • Automobile Two & Three Wheelers

  • Cycles

  • Household & Personal Products

  • Retailing

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Abrasives

  • Bearings

  • Ratings

  • Film Production, Distribution & Entertainment

  • Chemicals

  • Steel & Iron Products

  • Tyres & Allied

  • Engineering - Construction

  • Wood & Wood Products

  • Electric Equipment

  • Paints

  • Finance - Stock Broking

  • Amusement Parks/Recreation/Club

  • Leather

  • Fasteners

  • Paper & Paper Products

  • Packaging

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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 ₹2,374.04 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 ₹-1(-0.31%)yesterday to ₹327.262.

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