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Sep 18, 2026


Category Equity
AUM (Cr.) 3,069.63
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.44
Sharpe Ratio 3.78
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) -1.04 10.54 0.37 11.82 11.11 15.21
Benchmark - BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS -1.2 13.18 3.97 13.27 12.42 13.57
Category Rank 3/3 3/3 4/3 3/3 4/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Multi Cap Fund - Regular (G) 15.0771 1.91 5.74 0.00 0.00 4,676.55 1.91 500.00 invest
Motilal Oswal Multi Cap Fund - Regular (IDCW) 14.8506 1.91 5.74 0.00 0.00 4,676.55 1.91 500.00 invest
Aditya Birla SL Multi-Cap Fund (IDCW) 17.6400 1.91 7.16 13.35 11.77 7,531.29 2.01 500.00 invest
Aditya Birla SL Multi-Cap Fund (G) 21.4400 1.90 7.20 13.38 11.77 7,531.29 2.01 500.00 invest
Bandhan Multi Cap Fund (G) 17.2530 0.57 -1.28 10.66 0.00 3,074.12 2.30 1,000.00 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-Larsen & Toubro Aug 31, 2026 93.03 3.03 2.69
Equity-Kotak Mah. Bank Aug 31, 2026 85.97 2.80 7.46
Equity-Reliance Industr Aug 31, 2026 83.01 2.70 -2.36
Equity-ICICI Bank Aug 31, 2026 82.04 2.67 1.30
Equity-One 97 Aug 31, 2026 81.00 2.64 58.71
Reverse Repo-TREPS Aug 31, 2026 77.81 2.53 -4.78
Equity-Kirloskar Oil Aug 31, 2026 72.62 2.37 -4.13
Equity-Kalyan Jewellers Aug 31, 2026 68.66 2.24 -1.89
Equity-Interglobe Aviat Aug 31, 2026 66.54 2.17 11.65
Equity-Eternal Aug 31, 2026 64.56 2.10 8.48

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