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Fund Overview

Sundaram Multi Cap Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

366.57

Inception Date

25-10-2000

Category

Equity - Diversified
Investment Objectives

The primary investment objective of the Fund is to achieve long-term capital appreciation.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Multi Cap Fund (G) 9.45 2.28 7.44 19.53 27.12 14.52 15.80
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (NIFTY500 Multicap 50:25:25 Total Return Index)

1Lakh investment Grown to 1.07 Lakh

10,000 investment Grown to 1.21 Lakh

1Lakh investment Grown to 0.00 Lakh

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Key Parameters
AUM(₹ Cr.) 2,662
Type OPEN ENDED
Entry Load
Minimum investment(₹) 100
Expense Ratio (%) 2.36
Benchmark NIFTY500 Multicap 50:25:25 Total Return Index;NIFTY500 Multicap 50:25:25 Total Return Index
Fund Manager Sudhir Kedia
Exit
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 773245 148.85
ICICI Bank Equity 903967 129.00
Reliance Industr Equity 836759 117.56
Axis Bank Equity 772466 91.54
Kotak Mah. Bank Equity 403776 89.16
Larsen & Toubro Equity 265082 88.56
Bharti Airtel Equity 371388 69.25
Affle 3i Equity 373348 59.14
Indian Bank Equity 1043366 59.03
Jubilant Food. Equity 823984 58.95
Jyothy Labs Equity 1535305 57.42
Lupin Equity 269345 56.44
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Multi Cap Fund 2,662.01 7.44 19.53 27.12 15.80 25-Oct-2000 0.613 4.28
Motilal Oswal Large Cap Fund 2,149.71 24.53 NA NA 26.51 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 19.54 28.02 31.58 16.79 19-Apr-2007 0.9553 4.89
Motilal Oswal Large and Midcap Fund 9,176.39 18.18 30.87 32.26 23.47 17-Oct-2019 0.9334 5.37
Sundaram Services Fund 3,998.33 18.11 20.98 28.70 20.08 21-Sep-2018 0.7985 3.95
Motilal Oswal Small Cap Fund 4,331.97 17.86 NA NA 23.07 26-Dec-2023 0.5901 5.78
Bandhan Financial Services Fund 1,008.34 17.41 NA NA 22.36 28-Jul-2023 1.0722 3.93
Motilal Oswal Midcap Fund 27,780.18 17.15 31.99 38.32 22.57 24-Feb-2014 1.0433 5.41
Bandhan Innovation Fund 1,434.07 17.10 NA NA 18.97 30-Apr-2024 0.4991 6.38
Invesco India Large & Mid Cap Fund 6,765.05 16.87 26.06 27.09 13.43 09-Aug-2007 0.9558 4.51
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