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Fund Overview of Sundaram Multi Cap Fund Direct-growth
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₹2,806.8 CrAUM
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₹425.58NAV
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1.63%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Multi Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.58% | NA | 3.93% |
| 6 Months | -0.98% | NA | 14.15% |
| 1 Year | 2.51% | 2.51% | 1.00% |
| 2 Years | 7.74% | 3.80% | 21.04% |
| 3 Years | 54.37% | 15.57% | 21.46% |
| 5 Years | 94.55% | 14.24% | NA |
| 7 Years | 176.86% | 15.66% | NA |
| 10 Years | 315.70% | 15.31% | NA |
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Asset Allocation
equities
97.27%other assets or cash equivalents
2.73%Sundaram Multi Cap Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 02 Jan 2013, the fund aims Long term Capital Growth. Investment in equity & equity related securities including
equity derivatives of companies across market
capitalization. It manages assets worth ₹2,806.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.63%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi Cap Fund Direct-growth
The portfolio allocation consists of 97.27% in equities, 2.73% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of 2.51% in the last year, a total return since inception of 15.55%.
When evaluating investment options long-term planners also refer to best sip plans based on risk profile.
Key Metrics of Sundaram Multi Cap Fund Direct-growth
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Standard Deviation15.93%
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Sharpe Ratio0.63%
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Alpha0.48%
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Beta0.94%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Multi Cap Fund Direct-growth  |
₹53,411 | 2.50% | 7.80% | 2.58% | 18.20% | 20.52% |
| Nippon India Multi Cap Fund Direct-idcw |
₹53,411 | 2.50% | 7.80% | 2.58% | 18.20% | 20.52% |
| Nippon India Multi Cap Fund-growth |
₹53,411 | 2.43% | 7.60% | 1.79% | 17.28% | 19.61% |
| Nippon India Multi Cap Fund-idcw |
₹53,411 | 2.43% | 7.60% | 1.79% | 17.28% | 19.61% |
| Mahindra Manulife Multi Cap Fund Direct-growth |
₹6,643 | 3.38% | 12.24% | 8.81% | 20.10% | 17.95% |
| Mahindra Manulife Multi Cap Fund Direct-idcw |
₹6,643 | 3.38% | 12.24% | 8.81% | 20.10% | 17.95% |
| ICICI Prudential Multicap Fund Direct Plan-growth |
₹17,676 | 3.70% | 13.70% | 8.74% | 19.63% | 17.51% |
| ICICI Prudential Multicap Fund Direct Plan-idcw |
₹17,676 | 3.70% | 13.70% | 8.74% | 19.63% | 17.51% |
| ICICI Prudential Multicap Fund-growth |
₹17,676 | 3.62% | 13.48% | 7.88% | 18.68% | 16.53% |
| ICICI Prudential Multicap Fund-idcw |
₹17,676 | 3.62% | 13.48% | 7.88% | 18.68% | 16.53% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Multi Cap Fund-growth
|
₹2,807 | 3.81% | 8.30% | -1.51% | 1.42% | 14.33% |
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Sundaram Multi Cap Fund-idcw Half Yearly
|
₹2,807 | 3.81% | 8.30% | -1.51% | 1.42% | 14.33% |
|
Sundaram Multi Cap Fund Direct-idcw Half Yearly
|
₹2,807 | 3.90% | 8.58% | -0.98% | 2.51% | 15.57% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Nippon India Multi Cap Fund Direct-growth |
₹53,411 | ₹332.36 | 18.20% | 20.52% | 16.50% |
| Nippon India Multi Cap Fund-growth |
₹53,411 | ₹300.79 | 17.28% | 19.61% | 15.65% |
| Nippon India Multi Cap Fund-idcw |
₹53,411 | ₹59.25 | 17.28% | 19.61% | 15.65% |
| Nippon India Multi Cap Fund Direct-idcw |
₹53,411 | ₹86.00 | 18.20% | 20.52% | 16.50% |
| Kotak Multicap Fund Direct-growth |
₹26,249 | ₹21.19 | 21.64% | - | - |
| Kotak Multicap Fund Regular-growth |
₹26,249 | ₹19.82 | 20.12% | - | - |
| Kotak Multicap Fund Direct-idcw |
₹26,249 | ₹19.47 | 21.64% | - | - |
| Kotak Multicap Fund Regular-idcw |
₹26,249 | ₹18.21 | 20.12% | - | - |
| SBI Multicap Fund Regular-growth |
₹23,179 | ₹16.75 | 14.03% | - | - |
| SBI Multicap Fund Direct-growth |
₹23,179 | ₹17.41 | 14.97% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 4.77% | ₹134.02 Cr |
| Icici Bank Ltd | Financial | 4.03% | ₹113.08 Cr |
| Larsen & Toubro Ltd | Industrials | 3.34% | ₹93.76 Cr |
| Bharti Airtel Ltd | Technology | 3.15% | ₹88.33 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.06% | ₹85.88 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.51% | ₹70.51 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.42% | ₹67.96 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 2.38% | ₹66.69 Cr |
| Repo | Unspecified | 2.02% | ₹56.78 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 1.90% | ₹53.42 Cr |
| Bharat Electronics Ltd | Industrials | 1.87% | ₹52.59 Cr |
| Affle (india) Ltd | Industrials | 1.83% | ₹51.43 Cr |
| Coforge Ltd | Technology | 1.75% | ₹49.22 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.67% | ₹46.92 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.57% | ₹44.10 Cr |
| Dcb Bank Ltd | Financial | 1.56% | ₹43.83 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.56% | ₹43.69 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.55% | ₹43.42 Cr |
| Max Financial Services Ltd | Financial | 1.53% | ₹42.82 Cr |
| One 97 Communications Ltd | Industrials | 1.51% | ₹42.51 Cr |
| Ge T&d India Ltd | Industrials | 1.51% | ₹42.48 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.50% | ₹42.04 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.49% | ₹41.91 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.48% | ₹41.68 Cr |
| Ceat Ltd | Consumer Discretionary | 1.48% | ₹41.60 Cr |
| Pb Fintech Ltd | Financial | 1.48% | ₹41.52 Cr |
| Elecon Engineering Company Ltd | Industrials | 1.47% | ₹41.31 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.43% | ₹40.07 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.40% | ₹39.39 Cr |
| Gland Pharma Ltd | Healthcare | 1.38% | ₹38.70 Cr |
| Axis Bank Ltd | Financial | 1.38% | ₹38.60 Cr |
| Lupin Ltd | Healthcare | 1.35% | ₹37.94 Cr |
| Tata Power Company Ltd | Energy & Utilities | 1.35% | ₹37.87 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 1.34% | ₹37.63 Cr |
| State Bank Of India | Financial | 1.29% | ₹36.17 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.23% | ₹34.62 Cr |
| Jk Cement Ltd | Materials | 1.20% | ₹33.61 Cr |
| Tata Steel Ltd | Materials | 1.19% | ₹33.28 Cr |
| Interglobe Aviation Ltd | Industrials | 1.18% | ₹33.12 Cr |
| Info Edge (india) Ltd | Technology | 1.17% | ₹32.91 Cr |
| Hcl Technologies Ltd | Technology | 1.15% | ₹32.20 Cr |
| Apl Apollo Tubes Ltd | Industrials | 1.14% | ₹31.86 Cr |
| Zomato Ltd | Technology | 1.13% | ₹31.75 Cr |
| Ultratech Cement Ltd | Materials | 1.07% | ₹29.99 Cr |
| Zydus Lifesciences Ltd | Healthcare | 1.06% | ₹29.64 Cr |
| Kei Industries Ltd | Industrials | 1.05% | ₹29.49 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 1.04% | ₹29.16 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 1.03% | ₹29.04 Cr |
| Iifl Wealth Management Ltd | Financial | 1.02% | ₹28.62 Cr |
| Karur Vysya Bank Ltd | Financial | 1.01% | ₹28.24 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 0.99% | ₹27.88 Cr |
| Bank Of India | Financial | 0.98% | ₹27.60 Cr |
| Tata Capital Limited Eq | Financial | 0.98% | ₹27.53 Cr |
| Marico Ltd | Consumer Staples | 0.97% | ₹27.29 Cr |
| Coromandel International Ltd | Materials | 0.94% | ₹26.30 Cr |
| Itc Ltd | Consumer Staples | 0.93% | ₹25.99 Cr |
| Deepak Nitrite Ltd | Materials | 0.92% | ₹25.90 Cr |
| Ntpc Ltd | Energy & Utilities | 0.91% | ₹25.54 Cr |
| Jyothy Labs Ltd | Consumer Staples | 0.87% | ₹24.46 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 0.80% | ₹22.45 Cr |
| Coal India Ltd | Materials | 0.73% | ₹20.61 Cr |
| Cash Margin | Unspecified | 0.71% | ₹20.00 Cr |
| Five-star Business Finance Ltd | Financial | 0.69% | ₹19.24 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 0.66% | ₹18.60 Cr |
| Ion Exchange (india) Ltd | Industrials | 0.65% | ₹18.22 Cr |
| Pi Industries Ltd | Materials | 0.62% | ₹17.32 Cr |
| Cyient Ltd | Technology | 0.61% | ₹17.26 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 0.60% | ₹16.73 Cr |
| Gillette India Ltd | Consumer Staples | 0.52% | ₹14.53 Cr |
| Indian Bank June 2026 Future | Financial | 0.44% | ₹12.30 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.41% | ₹11.48 Cr |
| Indian Bank | Financial | 0.06% | ₹1.57 Cr |
| Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/- | Consumer Discretionary | 0.03% | ₹0.80 Cr |
| Crescent Finstock Ltd | Financial | 0.00% | ₹0.09 Cr |
| Net Payables | Unspecified | -0.01% | ₹-0.27 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Multi Cap Fund Direct-growth |
₹332.36 | 18.20% | 20.52% | - |
| Nippon India Multi Cap Fund Direct-idcw |
₹86.00 | 18.20% | 20.52% | - |
| Nippon India Multi Cap Fund-growth |
₹300.79 | 17.28% | 19.61% | - |
| Nippon India Multi Cap Fund-idcw |
₹59.25 | 17.28% | 19.61% | - |
| Mahindra Manulife Multi Cap Fund Direct-growth |
₹44.05 | 20.10% | 17.95% | - |
| Mahindra Manulife Multi Cap Fund Direct-idcw |
₹31.52 | 20.10% | 17.95% | - |
| ICICI Prudential Multicap Fund Direct Plan-growth |
₹958.45 | 19.63% | 17.51% | - |
| ICICI Prudential Multicap Fund Direct Plan-idcw |
₹64.07 | 19.63% | 17.51% | - |
| ICICI Prudential Multicap Fund-growth |
₹852.75 | 18.68% | 16.53% | - |
| ICICI Prudential Multicap Fund-idcw |
₹34.34 | 18.68% | 16.53% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Multi Cap Fund Direct-growth
What is the current AUM of Sundaram Multi Cap Fund Direct-growth?
As of Sun May 31, 2026, Sundaram Multi Cap Fund Direct-growth manages assets worth ₹2,806.8 crore
How has Sundaram Multi Cap Fund Direct-growth performed recently?
- 3 Months: 8.58%
- 6 Months: -0.98%
What is the long-term performance of Sundaram Multi Cap Fund Direct-growth?
- 3 Years CAGR: 15.57%
- 5 Years CAGR: 14.24%
- Since Inception: 15.55%
What is the portfolio composition of Sundaram Multi Cap Fund Direct-growth?
Equity: 97.27%, Others: 2.73%.
Who manages Sundaram Multi Cap Fund Direct-growth?
Sundaram Multi Cap Fund Direct-growth is managed by Ratish Varier from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Multi Cap Fund Direct-growth?
Large Cap: 44.57%, Mid Cap: 26.89%, Small Cap: 28.54%.
Which are the top companies Sundaram Multi Cap Fund Direct-growth has invested in?
- HDFC Bank Ltd – 4.77% of the fund's portfolio
- ICICI Bank Ltd – 4.03% of the fund's portfolio
- Larsen & Toubro Ltd – 3.34% of the fund's portfolio
- Bharti Airtel Ltd – 3.15% of the fund's portfolio
- Reliance Industries Ltd – 3.06% of the fund's portfolio
Which are the major sectors Sundaram Multi Cap Fund Direct-growth focuses on?
- Financial – 26.30% of the fund's portfolio
- Industrials – 19.61% of the fund's portfolio
- Consumer Discretionary – 14.65% of the fund's portfolio
- Technology – 10.52% of the fund's portfolio
- Healthcare – 7.94% of the fund's portfolio
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