Sundaram Multi Cap Fund - Growth - Regular Plan

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  • 0.81 %Nav, as on 20-02-2025

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  • Net Change on 20-02-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option -5.72 -6.43 3.91 12.95 17.65 15.56
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty500 Multicap 50:25:25 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Oct 25, 2000 Unrated 3.91 12.95 17.65 2.02 2,643.76
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 7.94 21.51 21.04 1.57 37,593.67
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 6.32 18.26 19.26 1.76 13,850.38
Quant Active Fund-GROWTH OPTION Mar 20, 2001 Unrated -8.05 12.13 24.50 1.74 9,863.14
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth May 11, 2017 1.90 15.92 20.92 1.82 4,750.15
Invesco India Multicap Fund - Growth Option Mar 17, 2008 7.69 15.56 17.43 1.89 3,727.80

Fund Holdings as on 31-January-2025

  • HDFC Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • Indian Bank

  • KEI Industries Ltd

  • Amber Enterprises India Ltd

  • Jubilant Foodworks Ltd

  • Affle (India) Ltd

  • Lupin Ltd

  • Bharti Airtel Ltd

  • Bharat Electronics Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • Coal India Ltd

  • JK Cement Ltd

  • Fortis Health Care Ltd

  • NTPC LTD

  • Kajaria Ceramics Ltd

  • TATA Power Company Ltd

  • Blue Star Ltd

  • TVS Holdings Ltd

  • Craftsman Automation Ltd

  • HCL Technologies Ltd

  • Rate Gain Travel Technologies Ltd

  • Hindustan Petroleum Corporation Ltd

  • Marico Ltd

  • Info Edge (India) Ltd

  • Computer Age Management Services Ltd

  • Tega Industries Ltd

  • Cummins India Ltd

  • Siemens Ltd

  • Aavas Financiers Ltd

  • LIC Housing Finance Ltd

  • SKF India Ltd

  • Brigade Enterprises Ltd

  • Jyothy Laboratories Ltd

  • Chalet Hotels Ltd

  • Tube Investments of India Ltd

  • MphasiS Ltd

  • APL Apollo Tubes Ltd

  • Devyani international limited

  • Kalyan Jewellers India Ltd

  • Dr. Reddys Laboratories Ltd

  • Finolex Industries Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Metropolis Healthcare Ltd

  • Kirloskar Oil Engines Ltd

  • EID Parry India Ltd

  • United Breweries Ltd

  • Bharat Forge Ltd

  • Cash and Other Net Current Assets

  • Schaeffler India Ltd

  • PI Industries Ltd

  • Amara Raja Energy & Mobility Ltd

  • Apollo Tyres Ltd

  • Bajaj Auto Ltd

  • NIIT Learning Systems Ltd

  • Power Finance Corporation Ltd

  • Ion Exchange (India) Ltd

  • Trent Ltd

  • PB Fintech Ltd

  • KSB LTD

  • Chennai Super Kings Ltd @

  • Crescent Finstock Ltd @

  • Kansai Nerolac Paints Ltd

  • Sangam Health Care Products Ltd @

  • Virtual Dynamics Software Ltd @

  • Noble Brothers Impex Ltd @

  • Balmer Lawrie Freight Containers Ltd @

  • Mukerian Papers Ltd @

  • Precision Fasteners Ltd @

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • BPO/ITeS

  • Engineering - Construction

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Auto Ancillary

  • Bank - Public

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Cable

  • Telecommunication - Service Provider

  • Bearings

  • Defence

  • Automobiles - Passenger Cars

  • Mining & Minerals

  • Ceramics/Marble/Granite/Sanitaryware

  • Depository Services

  • Diesel Engines

  • Electric Equipment

  • Construction - Real Estate

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Cycles

  • Steel & Iron Products

  • Diamond & Jewellery

  • Plastic Products

  • Sugar

  • Forgings

  • Breweries & Distilleries

  • Batteries

  • Pesticides & Agrochemicals

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Finance Term Lending

  • Retailing

  • Fintech

  • Compressors / Pumps

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Paints

  • Paper & Paper Products

  • Packaging

  • Fasteners

  • Leather

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  • Cash

  • Equity

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About Sundaram Multi Cap Fund

Scheme Analysis

Sundaram Multi Cap Fund is a Equity - Multi Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 25-Oct-2000 and currently has an AUM of ₹2,643.76 crore. Sundaram Multi Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty500 Multicap 50:25:25 - TRI as secondary index.

The NAV of Sundaram Multi Cap Fund ended up ₹2.71(0.81%)yesterday to ₹337.6863.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Multi Cap Fund is managed by Ratish Varier and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156