Sundaram Multi Cap Fund-Growth

Fund Details

NAV 383.784

Sub-Type Multi Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 25.28

Fund Size(in Crores) 2907.67

Fund Performance

1 Month -2.76%

3 Month -2.57%

6 Month 1.26%

1 Year 8.29%

3 Year 17.98%

5 Year 15.91%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.2%) Market Cap Small Cap 35.42 Mid Cap 22.18 Large Cap 39.6 Top Sectors Financial 26.31 Capital Goods 10.31 Services 9.6 Consumer Staples 7.18 Technology 6.93 Automobile 6.73 Energy 6.62 Construction 6.06 Healthcare 5.6 Communication 3.27 Materials 3.16 Consumer Discretionary 3.08 Metals & Mining 1.65 Chemicals 0.7 Top Holding Virtual Dynamics Software 0 Schaeffler India 0.28 Info Edge (India) 1.38 Craftsman Automation 1.69 Cummins India 1.65 LIC Housing Fin. 1.04 Mahindra & Mahindra Financial Services 2.76 Kei Industries 1.91 Jyothy Labs 1.71 TVS Holdings 1.87 Ultratech Cement 1.56 ICICI Bank 5.07 Metropolis Healthcare 1.16 Interglobe Aviation 0.62 Larsen & Toubro 4.18 Britannia Industries 1.12 Gland Pharma 0.86 HCL Technologies 1.83 GE Vernova T&D 0.27 APL Apollo Tubes 1.2 Balmer Lawrie Freight Containers 0 SKF India 0.52 Hindustan Unilever 0.9 Fortis Healthcare 1.44 Chalet Hotels 1.25 Sangam Health Care Products 0 PI Industries 0.7 PB Fintech 0.94 JK Cement 1.61 Kalyan Jewellers India 1.08 Tega Industries 0.45 Chennai Super Kings 0.03 DCB Bank 2.32 Noble Brothers Impex 0 Indian Bank 1.84 Amber Enterprises India 1.45 HDFC Bank 6.92 Amara Raja Energy & Mobility 1.71 Bharti Airtel 3.27 Jubilant FoodWorks 1.82 360 One Wam 1.21 EID Parry 1.08 Kwality Walls India 0.02 United Breweries 0.92 Seshaasai Technologies 0.59 RateGain Travel 1.39 JB Chemicals 1.04 Lupin 1.1 Blue Star 0.54 Coforge 1.44 Ion Exchange 0.66 Brigade Enterprises 1.87 Mahindra & Mahindra 2.05 Tata Power Company 1.43 Affle 3I 1.99 Mukerian Papers 0 Kotak Mahindra Bank 4.03 Hindustan Petroleum Corporation 1.99 Crescent Finstock 0 Go Fashion (India) 0.68 Precision Fasteners 0 ZF Commercial 0.15 Cyient 0.29 Marico 1.43 Reliance Industries 3.2 Devyani International 1.23 BSE 0.29 Sona BLW Precision Forgings 0.96 Adani Ports and Special Economic Zone 0.79 Bharat Electronics 1.76 Bajaj Finserv 1.11 Kirloskar Oil Engines 1.56

Debt & Others (2.8%) Sector Allocation Cash/Net Current Assets 0.4 Repo 2.4 Debt Credit Ratings Debt Category Others 2.8

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -1.88% Ret 1Y 8.4% Ret 3Y 17.52% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -1.88% Ret 1Y 8.4% Ret 3Y 17.52% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -2.13% Ret 1Y 6.73% Ret 3Y 22.34% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -1.79% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -3.19% Ret 1Y 6.73% Ret 3Y 17.1% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.98%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sudhir Kedia

Education Mr. Kedia is CA, CMA and MBA.

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.

Ratish Varier

Education Mr. Varier is a B.Com. & MBA (Finance)

Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 19

Date of Incorporation 2000-10-25

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.