Sundaram Multi Cap Fund

Sundaram Multi Cap Fund

Equity

Sundaram Mutual Fund

Multi-Cap

Get the latest NAV of Sundaram Multi Cap Fund. 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.

₹389.10

▼-2.5%1D

NAV as on 13 Mar 2026

15.49%/per year

Since Inception

Absolute Gain%

▲▼

1078 people have invested ₹ 28.3L in Sundaram Multi Cap Fund in the last three months

Sundaram Multi Cap Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.87%
-10.21%
-9.51%
6.83%
16.55%
14.82%
Nifty 500
-8.24%
-9.84%
-7.86%
6.02%
14.31%
11.33%
Multi-Cap Avg
-8.13%
-9.64%
-8.83%
6.7%
17.12%
14.45%
Best in Multi-Cap
-4.65%
-6.28%
-3.39%
16.66%
22.49%
19.62%
Worst in Multi-Cap
-10.69%
-17.97%
-20.89%
-8.05%
11.51%
12.97%

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
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Multi Cap Fund
-
2,827Cr
0.89%
6.83%
16.55%
0.34
0.93
0.93
1.50
-0.20
Kotak Multicap Fund
1/14
23,886Cr
0.45%
14.25%
22.49%
4.81
1.05
1.22
1.96
1.74
HSBC Multi Cap Fund
2/14
5,301Cr
0.61%
10.34%
21.67%
4.29
1.02
1.17
1.95
1.15
Axis Multicap Fund
3/14
9,361Cr
0.69%
7.5%
21.7%
4.59
0.93
1.22
2.02
1.12
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: No bad points found for this fund.
No bad points found for this fund.

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 (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
41.8%
Small cap
28.6%
Mid cap
27%
Mid Cap allocation has gone up from 26.7% to 27%
Mid Cap allocation has gone up from 26.7% to 27%
Large Cap allocation has gone up from 41.7% to 41.8%
Large Cap allocation has gone up from 41.7% to 41.8%
Small Cap allocation has gone down from 29.7% to 28.6%
Small Cap allocation has gone down from 29.7% to 28.6%
Cash allocation has gone up from 2% to 2.6%
Cash allocation has gone up from 2% to 2.6%

Sundaram Multi Cap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
25.1%
Industrial
18.8%
Consumer Cyclical
13.4%
Health
7.5%
Basic Materials
7.4%
Tech
6.8%
Energy
6.8%
Consumer Defensive
5.4%
Communication
5.2%
Utilities
2%
Real Estate
1.4%

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

Feb'26

Financial Services

27%

Industrial

20%

Consumer Cyclical

15%

Jan'26

Financial Services

28%

Industrial

18%

Consumer Cyclical

15%

Sundaram Multi Cap Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
6.38%
0%
ICICI Bank Ltd
5.36%
0%
Larsen & Toubro Ltd
4.02%
-6.1%
Kotak Mahindra Bank Ltd
3.91%
0%
Bharti Airtel Ltd
3.21%
0%
See all
Top Stocks bought last month
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.12% to 1.55%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.12% to 1.55%
KEI Industries Ltd's allocation increased from 1.55% to 1.94%
KEI Industries Ltd's allocation increased from 1.55% to 1.94%
Cyient Ltd's allocation increased from 0.41% to 0.69%
Cyient Ltd's allocation increased from 0.41% to 0.69%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 6.75 % to 6.38 %
HDFC Bank Ltd's allocation decreased from 6.75 % to 6.38 %
Bharti Airtel Ltd's allocation decreased from 3.4 % to 3.21 %
Bharti Airtel Ltd's allocation decreased from 3.4 % to 3.21 %
Reliance Industries Ltd's allocation decreased from 2.96 % to 2.92 %
Reliance Industries Ltd's allocation decreased from 2.96 % to 2.92 %

Sundaram Multi Cap Fund Overview

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

Expense ratio0.89%
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
AUM₹2827 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
66.12%
Risk
Risk meter
pointer
Very High Risk

About Sundaram Multi Cap Fund

Sundaram Multi Cap Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Shalav Saket. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Multi Cap Fund has ₹2827 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram Multi Cap Fund has given a CAGR return of 15.49% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.83%, 16.55% and 14.82% respectively.

Holdings

Sundaram Multi Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Consumer Defensive, Communication, Health, Tech, Basic Materials, Energy, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Larsen & Toubro Ltd, Kotak Mahindra Bank Ltd, Bharti Airtel 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

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 has no lock in period.

Fund Manager

S. Bharath

Fund Manager of Sundaram Multi Cap Fund, since 27 February 2026

Shalav Saket

Fund Manager of Sundaram Multi Cap Fund, since 31 December 2025

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 2.8K Cr
₹ 2.8K Cr
₹ 2.9K Cr
  • AUM of the fund stands at 2.8K Cr as of Feb'26
  • AUM increased by 29.4 Cr between Feb'26 and Jan'26

Compare Sundaram Multi Cap Fund

Sundaram Multi Cap Fund

VS

Nippon India Multi Cap Fund

Frequently Asked Questions for Sundaram Multi Cap Fund

How do I invest in Sundaram Multi Cap Fund?

INDmoney makes it simple to invest in the Sundaram Multi Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Multi Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Multi Cap Fund?

The NAV of the fund today is ₹389.10. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Multi Cap Fund fund has generated a return of 6.83% in 1 year, 16.55% in 3 years, 14.82% in 5 years.

Who is the fund manager of Sundaram Multi Cap Fund?

The fund managers are S. Bharath, Shalav Saket.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.89%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2827 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Multi Cap Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(6.38%), ICICI Bank Ltd(5.36%), Larsen & Toubro Ltd(4.02%)