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 8.34 6.86 22.59 23.89 17.41 15.85
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 22.59 23.89 17.41 2.07 2,201.48
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 31.02 32.91 19.60 1.68 22,695.37
Quant Active Fund-GROWTH OPTION Mar 20, 2001 14.66 28.51 25.85 1.82 6,681.34
Invesco India Multicap Fund - Growth Option Mar 17, 2008 Unrated 23.83 22.44 17.60 1.96 2,894.78
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth May 11, 2017 Unrated 24.61 26.84 21.77 1.97 2,460.70
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Sep 12, 2003 22.79 23.38 19.48 2.11 2,022.13

Fund Holdings as on 30-November-2023

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Power Finance Corporation Ltd

  • KSB LTD

  • NTPC LTD

  • State Bank of India

  • Suven Pharmaceuticals Ltd

  • TREPS

  • Fortis Health Care Ltd

  • Infosys Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bajaj Finserv Ltd

  • KEI Industries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Metro Brands Ltd

  • Shriram Finance Ltd

  • Brigade Enterprises Ltd

  • Polycab India Ltd

  • Birla Corporation Ltd

  • Hindustan UniLever Ltd

  • TVS Holdings Ltd

  • ITC Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Tata Consultancy Services Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • 3M India Ltd

  • REC Ltd

  • Maruti Suzuki India Ltd

  • Aavas Financiers Ltd

  • Jubilant Foodworks Ltd

  • Blue Star Ltd

  • Affle (India) Ltd

  • Coforge Ltd

  • Amber Enterprises India Ltd

  • Navin Fluorine International Ltd

  • Sona BLW Precision Forgings Ltd

  • Tube Investments of India Ltd

  • Schaeffler India Ltd

  • Mahindra & Mahindra Ltd

  • Grindwell Norton Ltd

  • Bharti Airtel Ltd

  • NIIT Learning Systems Ltd

  • Kajaria Ceramics Ltd

  • Info Edge (India) Ltd

  • PVR INOX Ltd

  • ICRA Ltd

  • Hatsun Agro Product Ltd

  • Neogen Chemicals Ltd

  • Bharat Electronics Ltd

  • PI Industries Ltd

  • TCI Express Ltd

  • Chalet Hotels Ltd

  • Creditaccess Grameen Ltd

  • APL Apollo Tubes Ltd

  • Astral Ltd

  • Metropolis Healthcare Ltd

  • Indian Renewable Energy Development Agency Ltd

  • Cash and Other Net Current Assets

  • Larsen & Toubro Ltd

  • Finolex Industries Ltd

  • Sobha Developers Ltd

  • Century Plyboards (India) Ltd

  • Titan Company 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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  • Retailing

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  • Cigarettes/Tobacco

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  • Cycles

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  • Telecommunication - Service Provider

  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

  • Ratings

  • Pesticides & Agrochemicals

  • Plastic Products

  • Logistics

  • Hotel, Resort & Restaurants

  • Steel & Iron Products

  • Engineering - Construction

  • Wood & Wood Products

  • Diamond & Jewellery

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • 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 ₹2,201.48 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 ₹-0.01(0%)yesterday to ₹300.9624.

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