August 14, 2025
RA Jainee
Sundaram Multi Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 420.2555
NAV IDCW Half Yearly: Rs 89.5775
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Fund Manager:
1) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Multi Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.56% |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,842 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.94% |
| (As on 31-Jul-2025) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 53.20% |
Trailing Returns (%) of Sundaram Multi Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Multi Cap Dir | 1.71 | 0.53 | -1.23 | 4.98 | 11.69 | 3.55 | 17.65 | 23.06 | 15.14 | 15.18 |
| VR Multicap TRI | -0.42 | 0.56 | -3 | 3.06 | 10.02 | -0.61 | 18.67 | — | — | — |
| Equity: Multi Cap | -0.26 | 0.63 | -2.17 | 3.78 | 10.53 | 2.7 | 20.35 | — | — | — |
| Rank within category | 10 | 28 | 7 | 8 | 9 | 9 | 13 | — | — | — |
| Number of funds in category | 34 | 37 | 36 | 35 | 34 | 28 | 14 | 0 | 0 | 0 |
Peer Comparison of Sundaram Multi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Multi Cap Dir | 2 star | 3.55 | 17.65 | 23.06 | 0.94 | 2,842 | 16.56 | 1.00 (365) | 12Y 7M | 53.20 |
| Nippon India Multi Cap Dir | 5 star | 4.84 | 24.43 | 30.64 | 0.71 | 45,881 | 17.03 | 1.00 (365) | 12Y 7M | 19.00 |
| Kotak Multicap Dir | 4 star | 0.70 | 24.33 | — | 0.42 | 18,854 | 19.07 | 1.00 (365) | 3Y 10M | 35.86 |
| HDFC Multi Cap Dir | 4 star | -0.22 | 22.38 | — | 0.73 | 18,336 | 19.75 | 1.00 (365) | 3Y 8M | 6.06 |
| ICICI Pru Multicap Dir | 4 star | 1.82 | 21.11 | 25.19 | 0.93 | 15,523 | 16.76 | 1.00 (365) | 12Y 7M | 62.00 |
Portfolio Analysis of Sundaram Multi Cap Fund
| No. of Stocks | 70 |
| Top 10 Stocks | 32.75% |
| Top 5 Stocks | 21.79% |
| Top 3 Sectors | 43.51% |
| Portfolio P/B Ratio | 3.58 |
| Portfolio P/E Ratio | 24.35 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,09,676 | 92,224 |
| Giant (%) | 39.91 | 33.68 |
| Large (%) | 14.31 | 20.81 |
| Mid (%) | 38.47 | 34.34 |
| Small (%) | 7.31 | 11.17 |
| Tiny (%) | — | 0.17 |
Chanakya’s Mutual Fund Guidance For Sundaram Multi Cap Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks