Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Sundaram Multi Cap Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Multi Cap Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Multi Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.32 +3.03%
Two Week 2026-10-19 ₹1,000.00 ₹1,006.38 +0.64%
One Month 2026-10-05 ₹1,000.00 ₹996.80 -0.32%
Three Months 2026-08-05 ₹3,000.00 ₹2,872.46 -4.25%
Six Months 2026-05-07 ₹6,000.00 ₹5,861.50 -2.31%
One Year 2025-11-03 ₹12,000.00 ₹11,838.63 -1.34%
Three Year 2023-11-06 ₹36,000.00 ₹37,317.48 +3.66%
Since Inception 2021-12-30 ₹59,000.00 ₹73,043.18 +23.80%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 14.44%
Finance 9.49%
Electrical Equipment 5.75%
Auto Components 4.49%
Consumer Durables 4.42%
Petroleum Products 4.06%
Healthcare Services 4.04%
Pharmaceuticals & Biotechnology 3.99%
Financial Technology (Fintech) 3.72%
It - Software 3.62%
Industrial Products 3.61%
Retailing 3.59%
Construction 2.98%
Transport Infrastructure 2.98%
Telecom - Services 2.97%
Other 2.82%
It - Services 2.53%
Transport Services 2.50%
Leisure Services 2.05%
Agricultural, Commercial & Construction Vehicles 1.87%
Realty 1.79%
Aerospace & Defense 1.71%
Cement & Cement Products 1.63%
Automobiles 1.54%
Fertilizers & Agrochemicals 1.29%
Insurance 1.21%
Ferrous Metals 1.02%
Power 0.96%
Diversified Fmcg 0.82%
Chemicals & Petrochemicals 0.81%
Other Utilities 0.71%
Consumable Fuels 0.42%
Stock Future 0.13%
Personal Products 0.03%
Capital Markets 0.00%
Healthcare Equipment & Supplies 0.00%
Paper, Forest & Jute Products 0.00%

Top Holdings

Company-wise portfolio exposure

Larsen & Toubro Ltd 2.98%
ICICI Bank Ltd 2.83%
Kirloskar Oil Engines Ltd 2.75%
One 97 Communications Ltd 2.73%
Reliance Industries Ltd 2.66%
Axis Bank Ltd 2.60%
Interglobe Aviation Ltd 2.50%
Kalyan Jewellers India Ltd 2.18%
Eternal Ltd (Previously Zomato Ltd) 2.17%
MTAR Technologies Ltd 2.12%
Kotak Mahindra Bank Ltd 2.03%
Bharti Airtel Ltd 1.99%
Coforge Ltd 1.90%
Ashok Leyland Ltd 1.87%
Affle (India) Ltd 1.83%
Brigade Enterprises Ltd 1.79%
Gland Pharma Ltd 1.72%
Rate Gain Travel Technologies Ltd 1.72%
Bharat Electronics Ltd 1.71%
DCB Bank Ltd 1.66%
TVS Holdings Ltd 1.64%
Adani Ports and Special Economic Zone Ltd 1.61%
Shriram Finance Ltd 1.55%
Tata Capital Ltd 1.49%
Mahindra & Mahindra Ltd 1.47%
Apollo Hospitals Enterprise Ltd 1.45%
Ceat Ltd 1.44%
Fortis Health Care Ltd 1.43%
Info Edge (India) Ltd 1.42%
Hindustan Petroleum Corporation Ltd 1.40%
JSW Infrastructure Ltd 1.37%
Cholamandalam Financial Holdings Ltd 1.33%
Thermax Ltd 1.30%
Elecon Engineering Company Ltd 1.29%
Amber Enterprises India Ltd 1.27%
State Bank of India 1.24%
Sapphire Foods India Ltd 1.21%
Max Financial Services Ltd 1.21%
Lupin Ltd 1.17%
HDFC Bank Ltd 1.16%
Metropolis Healthcare Ltd 1.16%
JK Cement Ltd 1.14%
Five-Star Business Finance Ltd 1.13%
Zydus Lifesciences Ltd 1.10%
Karur Vysya Bank Ltd 1.09%
Aavas Financiers Ltd 1.08%
GE Vernova T and D India Ltd 1.04%
Tata Steel Ltd 1.02%
PB Fintech Ltd 1.00%
Bharti Hexacom Ltd 0.98%
Safari Industries (India) Ltd 0.98%
NTPC LTD 0.96%
Bank of Baroda 0.94%
ZF Commercial Vehicle Control Systems I Ltd 0.92%
Coromandel International Ltd 0.91%
Piramal Finance Ltd 0.91%
Bank of India 0.89%
KEI Industries Ltd 0.86%
Amara Raja Energy & Mobility Ltd 0.86%
ITC Ltd 0.82%
Deepak Nitrite Ltd 0.81%
Dhoot Transmission Ltd 0.79%
Ion Exchange (India) Ltd 0.71%
Cyient Ltd 0.70%
Chalet Hotels Ltd 0.69%
Ultratech Cement Ltd 0.49%
S.J.S. Enterprises Ltd 0.48%
Coal India Ltd 0.42%
PI Industries Ltd 0.38%
Mahindra & Mahindra Financial Services Ltd 0.36%
Jubilant Foodworks Ltd 0.12%
Gillette India Ltd 0.03%
Chennai Super Kings Ltd @ 0.03%
Crescent Finstock Ltd @ 0.00%
Precision Fasteners Ltd @ 0.00%
Virtual Dynamics Software Ltd @ 0.00%
Sangam Health Care Products Ltd @ 0.00%
Mukerian Papers Ltd @ 0.00%
Balmer Lawrie Freight Containers Ltd @ 0.00%
Noble Brothers Impex Ltd @ 0.00%
PI Industries Ltd OCT-2026 0.12%
Jubilant Foodworks Ltd OCT-2026 0.01%
TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share) 09-Dec-2027 0.06%
TREPS 2.61%
Margin Money For Derivatives 0.68%
Cash and Other Net Current Assets^ -0.48%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.80%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.5
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Groww Multicap Fund - Regular Plan - Growth 9.40% 0.00% 8.52%
Trustmf Multi Cap Fund - Regular Plan - Growth 8.23% 0.00% 10.05%
ITI Multi Cap Fund - Regular Plan - Growth 5.78% 14.17% 13.18%
Motilal Oswal Multi Cap Fund - Regular Plan - Growth 5.43% 0.00% 16.85%
Axis Multicap Fund - Regular Plan - Growth 4.72% 17.50% 14.44%
Bank Of India Multicap Fund - Regular Plan - Growth 4.07% 14.99% 19.38%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 3.26% 14.64% 14.91%
Union Multicap Fund - Regular Plan - Growth 2.93% 12.95% 14.44%
Bajaj Finserv Multi Cap Fund - Regular Plan - Growth 1.71% 0.00% 9.10%
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth 1.44% 12.75% 13.83%

Returns are historical and do not guarantee future performance.

View All Equity Multi Cap Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

Long-term capital appreciation

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.31%
Expense Ratio (Direct)
1.27%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 Multicap 50:25:25 TRI

Exit Load

Charges that may apply when you redeem units

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil.
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?