Sundaram Multi Cap Fund G

Sundaram Multi Cap Fund(G)

Equity Multi Cap Rating :

₹ 390.98

NAV
Updated: 22 Sep 2026

Fund House

Fund Manager
Rohit Seksaria
Fund Benchmark
Nifty500 Multicap 50:25:25 - TRI
Total AUM
₹ 3,069.60 Cr
Expense Ratio
2.34
52 Week High
₹ 402.15
52 Week Low
₹ 333.92

Fund Verdict

Aggressive Buy

Advance Ratios

P/E Ratio402.15
P/B Ratio3.33
Sharpe0.16
Turnover Ratio73.50
Alpha0.03
Beta0.94
Sortino0.29
Standard Deviation14.11

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns -1.04% 3.16% 10.54% 0.37%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns -0.29% 12.07% 11.28% 13.37%

Market Cap Distribution

  • Large Cap
    36.58 %
  • Mid Cap
    28.29 %
  • Small Cap
    31.82 %
Avg Market Cap
₹ 88,240.00
(In Crore)

Peer Information

Equity Multi Cap Aggressive Buy
1Y Returns 5.74%
3Y Returns
AUM ₹4,676.60 Cr
NAV ₹15.07
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 14.44%
3Y Returns
AUM ₹809.50 Cr
NAV ₹11.84
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 15.82%
3Y Returns
AUM ₹1,476.10 Cr
NAV ₹12.26
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 9.74%
3Y Returns 27.33%
AUM ₹19,577.60 Cr
NAV ₹228.35
Buy Now

Scheme Type:
An open-ended equity scheme investing across Large-Cap, Mid-Cap, and Small-Cap stocks, with a minimum 25% allocation to each market cap segment as mandated by SEBI.

Investment Objective:
The fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of companies across market capitalizations, aiming to balance stability, growth, and high-return potential. With equal exposure to all three segments, Multi Cap Funds offer a structured diversification strategy suitable for long-term investors.

There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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