Sundaram Multi Cap Fund Growth
- Multi-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹2,914.87 Cr
Expense Ratio
1.68%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
25 Oct 2000
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.86% | -- |
| 3 Months | +5.32% | -- |
| 6 Months | +3.82% | -- |
| 1 Year | +5.48% | +5.48% |
| 2 Years | -- | +3.7% |
| 3 Years | +48.94% | +14.2% |
| 5 Years | +84.08% | +12.98% |
| Since Launch | +3869.95% | +15.35% |
Holdings as on 10 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 136.23 | 4.67 |
| ICICI Bank | 107.56 | 3.69 |
| Larsen & Toubro Ltd | 95.30 | 3.27 |
| Reliance Industries | 84.11 | 2.89 |
| Kirloskar Oil Engines | 81.78 | 2.81 |
| Treps | 67.94 | 2.33 |
| Bharti Airtel | 60.94 | 2.09 |
| Kotak Mahindra Bank | 59.27 | 2.03 |
| TVS Holdings | 53.90 | 1.85 |
| InterGlobe Aviation Ltd | 53.45 | 1.83 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.51
Sharpe Ratio
15.84%
Std. Deviation
4.24%
Tracking Error
-0.04%
Alpha
0.95
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ITI Multi Cap Fund Regular Growth | +12.7% | +17.2% | +12.55% |
| Sundaram Multi Cap Fund Growth | +5.78% | +14.14% | +13% |
| Union Multicap Fund Regular Growth | +13.38% | +15.62% | -- |
| Bandhan Multi Cap Fund Regular Growth | +6.54% | +13.73% | -- |
| DSP Multicap Fund Regular Growth | +3.93% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
The Sundaram Multi Cap Fund Growth has an AUM of 2914.87 crores & has delivered CAGR of 12.98 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.68%. The minimum investment in Sundaram Multi Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Larsen & Toubro Ltd, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Auto & Truck Parts.
Some of the similar funds are ITI Multi Cap Fund Regular Growth, Sundaram Multi Cap Fund Growth, Union Multicap Fund Regular Growth, Bandhan Multi Cap Fund Regular Growth, DSP Multicap Fund Regular Growth. Sundaram Multi Cap Fund Growth has a sharpe ratio of 0.51 & a standard deviation of 15.84%.
FAQs
According to the morning star rating Sundaram Multi Cap Fund Growth has a Medium risk & High return.
Sundaram Multi Cap Fund Growth is managed by Rohit Seksaria,Shalav Saket.
The expense ratio of Sundaram Multi Cap Fund Growth is 1.68%.
The 5 year annualized return on Sundaram Multi Cap Fund Growth is 12.98% & it has generated 5.48% in the last 1 year.
The minimum investment in Sundaram Multi Cap Fund Growth is 100 Rs.
Sundaram Multi Cap Fund Growth has an AUM of 2914.87 crores.
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