Sundaram Multi Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 18-06-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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)-Direct Plan - Growth Option 8.57 15.42 44.45 22.69 21.52 18.19
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)-Direct Plan - Growth Option Jan 01, 2013 Unrated 44.45 22.69 21.52 0.87 2,566.75
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 54.97 32.95 24.45 0.81 31,963.02
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 47.67 23.90 21.14 0.96 12,047.86
Quant Active Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 55.35 26.66 32.60 0.62 10,204.01
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth May 11, 2017 52.29 25.56 27.17 0.36 3,670.19
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 47.26 21.24 22.83 0.66 3,359.12

Fund Holdings as on 31-May-2024

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • Power Finance Corporation Ltd

  • TREPS

  • KSB LTD

  • Sundaram Liquid Fund - Direct Growth

  • Indian Bank

  • NTPC LTD

  • Brigade Enterprises Ltd

  • TVS Holdings Ltd

  • Infosys Ltd

  • KEI Industries Ltd

  • Blue Star Ltd

  • ITC Ltd

  • ICICI Bank Ltd

  • Computer Age Management Services Ltd

  • Kajaria Ceramics Ltd

  • Larsen & Toubro Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Fortis Health Care Ltd

  • Lupin Ltd

  • Bharat Electronics Ltd

  • Affle (India) Ltd

  • Bharti Airtel Ltd

  • Jubilant Foodworks Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Aavas Financiers Ltd

  • Hindustan UniLever Ltd

  • Bajaj Auto Ltd

  • Hindalco Industries Ltd

  • Polycab India Ltd

  • Tube Investments of India Ltd

  • REC Ltd

  • Sun Pharmaceutical Industries Ltd

  • Creditaccess Grameen Ltd

  • Tata Consultancy Services Ltd

  • Amber Enterprises India Ltd

  • Grindwell Norton Ltd

  • Kalyan Jewellers India Ltd

  • Schaeffler India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Havells India Ltd

  • Hindustan Petroleum Corporation Ltd

  • Coforge Ltd

  • Info Edge (India) Ltd

  • Chalet Hotels Ltd

  • Grasim Industries Ltd

  • Devyani international limited

  • Ceat Ltd

  • Cummins India Ltd

  • Neogen Chemicals Ltd

  • PI Industries Ltd

  • Hatsun Agro Product Ltd

  • JK Cement Ltd

  • MphasiS Ltd

  • Metropolis Healthcare Ltd

  • APL Apollo Tubes Ltd

  • Siemens Ltd

  • Century Plyboards (India) Ltd

  • NIIT Learning Systems Ltd

  • Kansai Nerolac Paints Ltd

  • Rate Gain Travel Technologies 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 @

  • Cash and Other Net Current Assets

View More
  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Auto Ancillary

  • Cable

  • Air Conditioners

  • Consumer Food

  • Compressors / Pumps

  • Miscellaneous

  • Bank - Public

  • Power Generation/Distribution

  • Construction - Real Estate

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Depository Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Electric Equipment

  • Finance - Housing

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Cycles

  • Finance - NBFC

  • Abrasives

  • Bearings

  • Diamond & Jewellery

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • Diversified

  • Tyres & Allied

  • Diesel Engines

  • Chemicals

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Steel & Iron Products

  • Wood & Wood Products

  • Paints

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Leather

  • Fasteners

  • Paper & Paper Products

  • Packaging

View More

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 01-Jan-2013 and currently has an AUM of ₹2,566.75 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 ₹1.33(0.34%)yesterday to ₹396.2048.

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