Sundaram Multi Cap Fund - Growth - Direct Plan

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  • 2.09 %Nav, as on 11-04-2025

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  • Net Change on 11-04-2025

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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 2.48 -5.87 4.46 12.95 26.11 16.42
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 4.46 12.95 26.11 1.07 2,615.39
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 3.10 19.69 31.90 0.80 38,636.66
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 4.14 17.63 27.75 1.00 13,938.09
Quant Active Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 Unrated -12.08 9.53 31.50 0.56 9,389.39
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth May 11, 2017 Unrated 1.93 14.88 29.34 0.43 4,883.18
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 4.84 15.85 26.05 0.70 3,650.56

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Bharti Airtel Ltd

  • Affle (India) Ltd

  • Indian Bank

  • Amber Enterprises India Ltd

  • Infosys Ltd

  • Jubilant Foodworks Ltd

  • Lupin Ltd

  • Jyothy Laboratories Ltd

  • Blue Star Ltd

  • Fortis Health Care Ltd

  • Bharat Electronics Ltd

  • Ultratech Cement Ltd

  • JK Cement Ltd

  • Coal India Ltd

  • Marico Ltd

  • KEI Industries Ltd

  • TATA Power Company Ltd

  • Hindustan Petroleum Corporation Ltd

  • HCL Technologies Ltd

  • Siemens Ltd

  • Craftsman Automation Ltd

  • Computer Age Management Services Ltd

  • TVS Holdings Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Kajaria Ceramics Ltd

  • Chalet Hotels Ltd

  • Cummins India Ltd

  • Info Edge (India) Ltd

  • Tega Industries Ltd

  • United Breweries Ltd

  • Kirloskar Oil Engines Ltd

  • NTPC LTD

  • SKF India Ltd

  • MphasiS Ltd

  • LIC Housing Finance Ltd

  • APL Apollo Tubes Ltd

  • Orient Electric Ltd

  • Finolex Industries Ltd

  • Devyani international limited

  • Dr. Reddys Laboratories Ltd

  • Kalyan Jewellers India Ltd

  • Mahindra & Mahindra Ltd

  • Metropolis Healthcare Ltd

  • Rate Gain Travel Technologies Ltd

  • EID Parry India Ltd

  • Bharat Forge Ltd

  • PI Industries Ltd

  • Tube Investments of India Ltd

  • Amara Raja Energy & Mobility Ltd

  • Ion Exchange (India) Ltd

  • Schaeffler India Ltd

  • Apollo Tyres Ltd

  • PB Fintech Ltd

  • Coforge Ltd

  • Cash and Other Net Current Assets

  • 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 @

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  • Bank - Private

  • IT - Software

  • Refineries

  • Miscellaneous

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Auto Ancillary

  • BPO/ITeS

  • Engineering - Construction

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Bank - Public

  • Household & Personal Products

  • Defence

  • Mining & Minerals

  • Cable

  • Bearings

  • Electric Equipment

  • Depository Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Hotel, Resort & Restaurants

  • Diesel Engines

  • Breweries & Distilleries

  • Finance - Housing

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Sugar

  • Pesticides & Agrochemicals

  • Forgings

  • Batteries

  • Environmental Services

  • Tyres & Allied

  • Fintech

  • 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 ₹2,615.39 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 ₹7.71(2.09%)yesterday to ₹376.5456.

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