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Sundaram Mutual Fund · Equity: Multi Cap
Sundaram Multi Cap Fund Growth Option
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation
EquityBenchmark · Nifty500 Multicap 50:25:25 TRITER · 1.96%Inception · 01-01-2013
NAV
₹389.02
+0.65% · as of 15-07-2026
Since inception
15.04%
CAGR
Benchmark (inception)
15.53%
CAGR
Fund size
₹2,915 Cr
AUM
Expense ratio
1.96%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +15.04% CAGR vs benchmark +15.53%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.03%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.34%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.15%
RELIANCE INDUSTRIES LIMITED EQ3.06%
Kotak Mahindra Bank Limited2.51%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.42%
KIRLOSKAR OIL ENGINES LIMITED EQ2.38%
TREPS2.02%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-1.90%
Sector allocation
Financial Services29.28%
Capital Goods9.42%
Healthcare7.95%
Information Technology6.90%
Automobile and Auto Components6.73%
Consumer Services5.48%
Oil, Gas & Consumable Fuels5.19%
Construction3.34%
Fast Moving Consumer Goods3.29%
Telecommunication3.15%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.0% p.a.₹10,000
10 years
Projected value
₹27,93,452
Invested: ₹12,00,000
Gained: ₹15,93,452
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149667
ISIN (Growth)
INF173K01940
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Multi Cap funds
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