Sundaram Multi Cap Fund Direct Growth

Sundaram Multi Cap Fund Direct Growth

Equity

Sundaram Mutual Fund

Multi-Cap

Get the latest NAV of Sundaram Multi Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹411.21

▲0.4%1D

NAV as on 16 May 2025

17.12%/per year

Since Inception

Absolute Gain%

▲▼

1022 people have invested ₹ 28.3L in Sundaram Multi Cap Fund Direct Growth in the last three months

Sundaram Multi Cap Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
6.3%
5.49%
6.54%
3 Months
10.89%
10.96%
10.7%
6 Months
3.29%
4.44%
1.78%
1 Year
10.8%
8.17%
9.6%
3 Years
21.73%
18%
23.14%
5 Years
28.37%
25.85%
28.6%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Multi Cap Fund
-
2,662Cr
0.96%
10.8%
21.73%
17.12%
Nippon India Multi Cap Fund Direct Growth
2/12
40,261Cr
0.8%
10.11%
28.41%
16.99%
ICICI Prudential Multicap Fund Direct Growth
7/12
14,505Cr
1%
11.85%
25.78%
17.03%
Invesco India Multicap Fund Direct Growth
9/12
3,782Cr
0.7%
14.67%
24.85%
18.88%
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram Multi Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Multi Cap Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 94.3%

Debt & Cash 5.7%

Large cap
42.9%
Mid cap
25.4%
Small cap
25.2%
Mid Cap allocation has gone up from 25.4% to 25.4%
Mid Cap allocation has gone up from 25.4% to 25.4%
Large Cap allocation has gone down from 43.8% to 42.9%
Large Cap allocation has gone down from 43.8% to 42.9%
Small Cap allocation has gone down from 25.5% to 25.2%
Small Cap allocation has gone down from 25.5% to 25.2%
Cash allocation has gone up from 5.2% to 5.7%
Cash allocation has gone up from 5.2% to 5.7%

Sundaram Multi Cap Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 94.3%

Debt & Cash 5.7%

Financial Services
21.8%
Industrial
17.5%
Consumer Cyclical
15.9%
Tech
8.4%
Health
8.1%
Basic Materials
7.3%
Energy
6.8%
Communication
5.2%
Consumer Defensive
4.2%
Utilities
2.7%
Real Estate
2%

Top 3 Sectors in April were Financial Services, Industrial & Consumer Cyclical

Apr'25

Financial Services

22%

Industrial

18%

Consumer Cyclical

15%

Mar'25

Financial Services

21%

Industrial

20%

Consumer Cyclical

15%

Sundaram Multi Cap Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.59%
0%
ICICI Bank Ltd
4.85%
0%
Reliance Industries Ltd
4.42%
0%
Axis Bank Ltd
3.44%
0%
Kotak Mahindra Bank Ltd
3.35%
3.1%
See all
Top Stocks bought last month
Coforge Ltd's allocation increased from 0.31% to 0.69%
Coforge Ltd's allocation increased from 0.31% to 0.69%
Reliance Industries Ltd's allocation increased from 4.08% to 4.42%
Reliance Industries Ltd's allocation increased from 4.08% to 4.42%
Jyothy Labs Ltd's allocation increased from 1.85% to 2.16%
Jyothy Labs Ltd's allocation increased from 1.85% to 2.16%
Top Stocks sold last month
Larsen & Toubro Ltd's allocation decreased from 3.43 % to 3.33 %
Larsen & Toubro Ltd's allocation decreased from 3.43 % to 3.33 %
Indian Bank's allocation decreased from 2.26 % to 2.22 %
Indian Bank's allocation decreased from 2.26 % to 2.22 %
Jubilant Foodworks Ltd's allocation decreased from 5.26 % to 2.21 %
Jubilant Foodworks Ltd's allocation decreased from 5.26 % to 2.21 %

Sundaram Multi Cap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.96%
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
AUM₹2662 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
73.03%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Multi Cap Fund

Sundaram Multi Cap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sudhir Kedia, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Multi Cap Fund Direct Growth has ₹2662 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 1.

Returns

Sundaram Multi Cap Fund Direct Growth has given a CAGR return of 17.12% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.80%, 21.73% and 28.37% respectively.

Holdings

Sundaram Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Energy, Health, Basic Materials, Consumer Defensive, Communication, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Axis Bank Ltd, Kotak Mahindra Bank Ltd

Taxation

As it is a multi-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram Multi Cap Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Multi Cap Fund Direct Growth has no lock in period.

Fund Manager

Sudhir Kedia

Fund Manager of Sundaram Multi Cap Fund Direct Growth, since 1 January 2022

Ratish Varier

Fund Manager of Sundaram Multi Cap Fund Direct Growth, since 1 January 2022

Learn more about Sundaram Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 2.7K Cr
₹ 2.6K Cr
₹ 2.4K Cr
  • AUM of the fund stands at 2.7K Cr as of Apr'25
  • AUM increased by 46.6 Cr between Apr'25 and Mar'25

Compare Sundaram Multi Cap Fund

Sundaram Multi Cap Fund

VS

Nippon India Multi Cap Fund Direct Growth

Frequently Asked Questions for Sundaram Multi Cap Fund Direct Growth

What is the current NAV of Sundaram Multi Cap Fund Direct Growth?

The current NAV of Sundaram Multi Cap Fund Direct Growth is ₹411.21 as on 16-May-2025.

What are the average returns of Sundaram Multi Cap Fund Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Sundaram Multi Cap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
6.3%
6.3%
6 Month Returns
3.29%
3.29%
1 Year Returns
10.8%
10.8%
3 Years Returns
80.36%
21.73%

How do I invest in Sundaram Multi Cap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Multi Cap Fund Direct Growth?

0.96% as on April 2025

What is net assets under management (AUM) of Sundaram Multi Cap Fund Direct Growth?

₹2662 Cr as on April 2025

What are the top 5 holdings of Sundaram Multi Cap Fund Direct Growth?

HDFC Bank Ltd(5.59%), ICICI Bank Ltd(4.85%), Reliance Industries Ltd(4.42%), Axis Bank Ltd(3.44%), Kotak Mahindra Bank Ltd(3.35%) as on April 2025

What are the top 3 sectors that this Sundaram Multi Cap Fund Direct Growth has invested in?

Financial Services(21.15%), Industrial(16.64%), Consumer Cyclical(13.89%) as on April 2025

What is the alpha of Sundaram Multi Cap Fund Direct Growth?

The alpha ratio for the Sundaram Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Multi Cap Fund Direct Growth
2.75
0.08
0.55
As on April 2025
The alpha for Sundaram Multi Cap Fund Direct Growth is calculated against Nifty 500 Multicap 50:25:25 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram Multi Cap Fund Direct Growth??

The Beta ratio for the Sundaram Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Multi Cap Fund Direct Growth
0.95
0.93
0.9
As on April 2025
The Beta for Sundaram Multi Cap Fund Direct Growth is calculated with Nifty 500 Multicap 50:25:25 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram Multi Cap Fund Direct Growth?

The sharpe ratio for the Sundaram Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Multi Cap Fund Direct Growth
0.12
0.67
1.29
As on April 2025
The sharpe ratio for Sundaram Multi Cap Fund Direct Growth is calculated with Nifty 500 Multicap 50:25:25 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram Multi Cap Fund Direct Growth?

The standard deviation for the Sundaram Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Multi Cap Fund Direct Growth
17.23
14.84
14.5
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram Multi Cap Fund Direct Growth?

Sortino ratio is 1.08 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Sundaram Multi Cap Fund Direct Growth?

Sudhir Kedia, Ratish Varier are the fund managers of Sundaram Multi Cap Fund Direct Growth

What is the exit load of Sundaram Multi Cap Fund Direct Growth?

The Exit load of Sundaram Multi Cap Fund Direct Growth is 1%