Sundaram Multi Cap Fund - Growth - Direct Plan

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  • 0.24 %Nav, as on 06-12-2024

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  • Net Change on 06-12-2024

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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 1.22 -0.15 28.60 19.02 23.05 18.06
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 28.60 19.02 23.05 0.90 2,758.72
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 35.49 28.90 26.64 0.73 38,677.71
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 32.67 23.60 23.28 0.93 14,152.04
Quant Active Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 24.23 19.44 30.68 0.58 10,530.63
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth May 11, 2017 32.60 22.74 27.41 0.45 4,734.88
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 38.80 22.67 25.19 0.66 3,810.28

Fund Holdings as on 31-October-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • ICICI Bank Ltd

  • TREPS

  • Indian Bank

  • Infosys Ltd

  • NTPC LTD

  • Lupin Ltd

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • Blue Star Ltd

  • KEI Industries Ltd

  • Affle (India) Ltd

  • Amber Enterprises India Ltd

  • Fortis Health Care Ltd

  • Computer Age Management Services Ltd

  • Brigade Enterprises Ltd

  • TVS Holdings Ltd

  • Kajaria Ceramics Ltd

  • Bharti Airtel Ltd

  • Jubilant Foodworks Ltd

  • Cholamandalam Financial Holdings Ltd

  • Hindalco Industries Ltd

  • Bharat Electronics Ltd

  • Kalyan Jewellers India Ltd

  • Ultratech Cement Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tube Investments of India Ltd

  • Bajaj Auto Ltd

  • Aavas Financiers Ltd

  • Maruti Suzuki India Ltd

  • JK Cement Ltd

  • Rate Gain Travel Technologies Ltd

  • KSB LTD

  • Power Finance Corporation Ltd

  • Tata Consultancy Services Ltd

  • Info Edge (India) Ltd

  • SKF India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Hindustan UniLever Ltd

  • Chalet Hotels Ltd

  • Hindustan Petroleum Corporation Ltd

  • Coal India Ltd

  • Marico Ltd

  • Craftsman Automation Ltd

  • Devyani international limited

  • PI Industries Ltd

  • MphasiS Ltd

  • Schaeffler India Ltd

  • Hatsun Agro Product Ltd

  • Cummins India Ltd

  • EID Parry India Ltd

  • Bharat Forge Ltd

  • Titan Company Ltd

  • Metropolis Healthcare Ltd

  • LIC Housing Finance Ltd

  • APL Apollo Tubes Ltd

  • NIIT Learning Systems Ltd

  • Jyothy Laboratories Ltd

  • Kirloskar Oil Engines Ltd

  • Tega Industries Ltd

  • Kansai Nerolac Paints Ltd

  • Creditaccess Grameen Ltd

  • Cash and Other Net Current Assets

  • 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

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Air Conditioners

  • Engineering - Construction

  • BPO/ITeS

  • Miscellaneous

  • Cement & Construction Materials

  • Bank - Public

  • Auto Ancillary

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Cable

  • Bearings

  • Finance - Housing

  • Depository Services

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Finance - Investment

  • Metal - Non Ferrous

  • Cycles

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Compressors / Pumps

  • Finance Term Lending

  • Hotel, Resort & Restaurants

  • Mining & Minerals

  • Pesticides & Agrochemicals

  • Sugar

  • Forgings

  • Diesel Engines

  • Steel & Iron Products

  • Paints

  • Finance - NBFC

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Fasteners

  • Packaging

  • Leather

  • 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 01-Jan-2013 and currently has an AUM of ₹2,758.72 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 ₹1.01(0.24%)yesterday to ₹422.546.

Among its top 3 holdings the fund has exposure to HDFC 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