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Aug 21, 2026


Category Equity
AUM (Cr.) 2,980.72
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.44
Sharpe Ratio 1.72
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) 3.23 4.79 4.23 14.31 13.3 15.35
Benchmark - BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST EQUITY PERFORMERS 2.57 8.21 7.4 15.58 14.56 14.36
Category Rank 2/3 3/3 4/3 4/3 4/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
TRUSTMF Multi Cap Fund - Regular (G) 12.0400 0.50 18.39 0.00 0.00 681.02 3.38 1,000.00 invest
Quant Multi Cap Fund (G) 661.3367 0.45 7.45 10.53 12.40 7,716.92 2.08 5,000.00 invest
Quant Multi Cap Fund (IDCW) 75.6322 0.45 7.44 10.53 12.37 7,716.92 2.08 5,000.00 invest
Mahindra Manulife Multi Cap Fund (IDCW) 27.2216 0.38 12.73 17.68 16.42 7,184.31 2.16 1,000.00 invest
Franklin India Multi Cap Fund - Regular (IDCW) 11.0801 -0.21 7.68 0.00 0.00 5,095.56 2.10 5,000.00 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 Jul 31, 2026 90.59 3.04 -4.94
Equity-Reliance Industr Jul 31, 2026 85.01 2.85 1.07
Reverse Repo-TREPS Jul 31, 2026 81.72 2.74 20.29
Equity-ICICI Bank Jul 31, 2026 80.99 2.72 -24.70
Equity-Kotak Mah. Bank Jul 31, 2026 80.00 2.68 34.99
Equity-Kirloskar Oil Jul 31, 2026 75.75 2.54 -7.37
Equity-Kalyan Jewellers Jul 31, 2026 69.99 2.35 58.42
Equity-Bharti Airtel Jul 31, 2026 64.88 2.18 6.48
Equity-Interglobe Aviat Jul 31, 2026 59.60 2.00 11.51
Equity-Coforge Jul 31, 2026 59.58 2.00 17.42

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