Sundaram Multi Cap Fund

March 24, 2026

RA Jainee

Sundaram Multi Cap Fund

Fund at a Glance
NAV Growth (Rs.)	386.45
NAV Bonus (Rs.)	—
NAV IDCW Half Yearly (Rs.)	76.66
Min. Investment (Rs.)	100
Min. SIP Investment (Rs.)	100
Min. No of Cheques	6
Benchmark	Nifty 500 Multicap 50:25:25 TRI
AUM Rs.	2,827 Cr
	(As on 28-Feb-2026)
Expense	0.89%
1 Year Return (%)	1.63
3 Year Return (%)	16.72
5 Year Return (%)	14.47
10 Year Return (%)	15.33
Return Since Launch	15.02%

⚖️ Sahifund Review – Sundaram Multi Cap Fund ✔

PLUS: Stability, track record, cost efficiency
Sundaram Multi Cap Fund carries the comfort of a long 13+ year track record, which gives investors a fair view of how it has behaved across multiple market cycles. The fund has delivered a healthy 15.33% CAGR over 10 years, showing that it has the ability to create wealth patiently over the long term. Its portfolio is reasonably diversified with 70 stocks, reducing concentration risk. The allocation across large, mid and small caps is also well balanced, which suits investors looking for all-round equity exposure in a single scheme. With an AUM of Rs. 2,827 crore, it is large enough to inspire confidence without being unmanageably bloated. The fund also appears suitable for SIP investors who value consistency over aggression.

MINUS: Large AUM, large-cap bias, momentum lag
The concern, however, is that the fund has recently lagged category leaders and has not been able to stand out on shorter-term returns. Its 1-year return of 1.63% is below many stronger peers, indicating weaker momentum in the current market phase. While it is a multi-cap fund, the portfolio still carries a slight comfort tilt toward stability rather than aggressive alpha hunting, which may disappoint return-chasing investors. The expense ratio of 0.89% is not excessive, but it is also not among the cheapest in the category. In a highly competitive multi-cap space, the fund currently looks more like a steady compounder than a category dominator.

Sahifund View (Decisive Line):
A decent long-term SIP fund for disciplined investors, but those seeking sharper outperformance may find better multi-cap alternatives.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors?
Multi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP

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) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

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	15.02%
Benchmark	Nifty 500 Multicap 50:25:25 TRI
Riskometer	Very High
Type	Open-ended
Assets	2,827 Cr
	(As on 28-Feb-2026)
Expense	0.89%
	(As on 28-Feb-2026)
Risk Grade	Average
Return Grade	Average
Turnover	43.20%