Sundaram Multi Cap Fund G

Sundaram Multi Cap Fund(G)

Equity Multi Cap Rating :

₹ 387.46

NAV
Updated: 17 Jul 2025

Fund House

Fund Manager
Ratish Varier
Fund Benchmark
Nifty500 Multicap 50:25:25 - TRI
Total AUM
₹ 2,853.10 Cr
Expense Ratio
1.99
52 Week High
₹ 398.60
52 Week Low
₹ 323.21

Fund Verdict

Neutral

Advance Ratios

P/E Ratio398.60
P/B Ratio3.98
Sharpe0.32
Turnover Ratio54.70
Alpha-0.09
Beta0.92
Sortino0.66
Standard Deviation13.55

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 2.95% 13.03% 8.50% 2.81%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 21.70% 21.16% 24.97% 14.91%

Market Cap Distribution

  • Large Cap
    42.76 %
  • Mid Cap
    27.76 %
  • Small Cap
    27.30 %
Avg Market Cap
₹ 1,15,348.00
(In Crore)

Peer Information

Equity Multi Cap Neutral
1Y Returns 25.87%
3Y Returns
AUM ₹3,991.40 Cr
NAV ₹13.80
Buy Now
Equity Multi Cap Neutral
1Y Returns 9.74%
3Y Returns 27.33%
AUM ₹19,577.60 Cr
NAV ₹228.35
Buy Now
Equity Multi Cap Neutral
1Y Returns 8.47%
3Y Returns 26.32%
AUM ₹20,868.30 Cr
NAV ₹231.07
Buy Now
Equity Multi Cap Neutral
1Y Returns 2.29%
3Y Returns 27.80%
AUM ₹45,366.10 Cr
NAV ₹302.26
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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