Sundaram Multi Cap Fund - Growth - Direct Plan

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  • 1.02 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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Fund Overview Growth | Direct 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)-Direct Plan - Growth Option -4.33 -5.93 13.23 14.15 20.63 17.06
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)-Direct Plan - Growth Option Jan 01, 2013 Unrated 13.23 14.15 20.63 0.90 2,772.13
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 16.89 22.71 23.19 0.73 39,385.20
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 15.40 18.86 20.55 0.98 14,019.22
Quant Active Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 Unrated 4.73 14.72 28.21 0.57 10,285.06
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth May 11, 2017 11.80 17.50 24.33 0.43 5,010.74
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 18.60 16.59 21.36 0.66 3,983.10

Fund Holdings as on 31-December-2024

  • TREPS

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Lupin Ltd

  • Blue Star Ltd

  • Kotak Mahindra Bank Ltd

  • Affle (India) Ltd

  • Amber Enterprises India Ltd

  • KEI Industries Ltd

  • Indian Bank

  • Axis Bank Ltd

  • Jubilant Foodworks Ltd

  • Bharti Airtel Ltd

  • Computer Age Management Services Ltd

  • Fortis Health Care Ltd

  • Kajaria Ceramics Ltd

  • Craftsman Automation Ltd

  • Bharat Electronics Ltd

  • Ultratech Cement Ltd

  • TVS Holdings Ltd

  • NTPC LTD

  • JK Cement Ltd

  • Kalyan Jewellers India Ltd

  • Info Edge (India) Ltd

  • Hindalco Industries Ltd

  • Aavas Financiers Ltd

  • Maruti Suzuki India Ltd

  • Rate Gain Travel Technologies Ltd

  • Chalet Hotels Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Auto Ltd

  • Coal India Ltd

  • Hindustan Petroleum Corporation Ltd

  • Cholamandalam Financial Holdings Ltd

  • Marico Ltd

  • SKF India Ltd

  • Sun Pharmaceutical Industries Ltd

  • HCL Technologies Ltd

  • Brigade Enterprises Ltd

  • Tube Investments of India Ltd

  • Devyani international limited

  • Titan Company Ltd

  • Cummins India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Dr. Reddys Laboratories Ltd

  • MphasiS Ltd

  • Jyothy Laboratories Ltd

  • EID Parry India Ltd

  • Metropolis Healthcare Ltd

  • Schaeffler India Ltd

  • PI Industries Ltd

  • Tega Industries Ltd

  • Hatsun Agro Product Ltd

  • Bharat Forge Ltd

  • LIC Housing Finance Ltd

  • APL Apollo Tubes Ltd

  • TATA Power Company Ltd

  • Kirloskar Oil Engines Ltd

  • NIIT Learning Systems Ltd

  • Kansai Nerolac Paints Ltd

  • Power Finance Corporation Ltd

  • KSB LTD

  • Chennai Super Kings Ltd @

  • Crescent Finstock 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 @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Food

  • Miscellaneous

  • Air Conditioners

  • BPO/ITeS

  • Engineering - Construction

  • Auto Ancillary

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Diamond & Jewellery

  • Cable

  • Bank - Public

  • Power Generation/Distribution

  • Finance - Housing

  • Bearings

  • Telecommunication - Service Provider

  • Depository Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Defence

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Hotel, Resort & Restaurants

  • Mining & Minerals

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Construction - Real Estate

  • Cycles

  • Diesel Engines

  • Household & Personal Products

  • Sugar

  • Pesticides & Agrochemicals

  • Forgings

  • Steel & Iron Products

  • Paints

  • Finance Term Lending

  • Compressors / Pumps

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Fasteners

  • Leather

  • Packaging

  • Paper & Paper Products

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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 01-Jan-2013 and currently has an AUM of ₹2,772.13 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 ₹3.97(1.02%)yesterday to ₹393.5154.

Among its top 3 holdings the fund has exposure to TREPS, 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