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Jun 22, 2026


Category Equity
AUM (Cr.) 2,806.80
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.96
Sharpe Ratio 0.15
Beta Ratio 0.00
Fund Manager Rohit Seksaria
Inception Date Oct 25, 2000
Risk Level Very High

Investment Objective

The primary investment objective of the Fund is to achieve long-term capital appreciation.

BSE 200 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Multi Cap Fund (G) 4.52 -1.94 2.57 14.67 13.79 15.25
Benchmark - BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS 4.05 2.16 5.38 16.93 14.92 13.52
Category Rank 2/5 4/5 4/5 3/5 4/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India Multi Cap Fund - Regular (IDCW) 10.6916 1.23 7.21 0.00 0.00 4,891.51 1.87 5,000.00 invest
Franklin India Multi Cap Fund - Regular (G) 10.6916 1.23 7.21 0.00 0.00 4,891.51 1.87 5,000.00 invest
UTI-Multi Cap Fund - Regular (G) 10.4137 0.89 2.80 0.00 0.00 1,956.43 2.86 1,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 34.7900 0.87 9.91 19.27 16.82 17,675.80 1.67 5,000.00 invest
Motilal Oswal Multi Cap Fund - Regular (IDCW) 12.9899 0.05 -0.54 0.00 0.00 4,095.53 1.92 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank May 31, 2026 134.02 4.77 -28.99
Equity-ICICI Bank May 31, 2026 113.08 4.03 -24.05
Equity-Larsen & Toubro May 31, 2026 93.76 3.34 -15.80
Equity-Bharti Airtel May 31, 2026 88.33 3.15 -7.10
Equity-Reliance Industr May 31, 2026 85.88 3.06 3.80
Equity-Kotak Mah. Bank May 31, 2026 70.51 2.51 -35.04
Equity-M & M May 31, 2026 67.96 2.42 17.20
Equity-Kirloskar Oil May 31, 2026 66.69 2.38 63.86
Reverse Repo-TREPS May 31, 2026 56.78 2.02 13.92
Equity-TVS Holdings May 31, 2026 53.42 1.90 -9.97

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Multi Cap Fund (G)
Contact Person
Rohit Seksaria
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com