Sundaram Multi Cap Fund G

Sundaram Multi Cap Fund(G)

Equity Multi Cap Rating :

₹ 397.25

NAV
Updated: 04 Sep 2026

Fund House

Fund Manager
Rohit Seksaria
Fund Benchmark
Nifty500 Multicap 50:25:25 - TRI
Total AUM
₹ 2,980.70 Cr
Expense Ratio
2.38
52 Week High
₹ 402.15
52 Week Low
₹ 333.92

Fund Verdict

Neutral

Advance Ratios

P/E Ratio402.15
P/B Ratio3.26
Sharpe0.18
Turnover Ratio73.50
Alpha
Beta0.95
Sortino0.32
Standard Deviation14.14

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 2.20% 9.28% 5.02% 4.55%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 1.28% 12.93% 11.70% 14.19%

Market Cap Distribution

  • Large Cap
    38.27 %
  • Mid Cap
    28.12 %
  • Small Cap
    31.04 %
Avg Market Cap
₹ 88,578.00
(In Crore)

Peer Information

Equity Multi Cap Neutral
1Y Returns 8.49%
3Y Returns
AUM ₹4,492.00 Cr
NAV ₹14.85
Buy Now
Equity Multi Cap Neutral
1Y Returns 19.44%
3Y Returns
AUM ₹681.00 Cr
NAV ₹11.91
Buy Now
Equity Multi Cap Neutral
1Y Returns 19.61%
3Y Returns
AUM ₹923.90 Cr
NAV ₹12.18
Buy Now
Equity Multi Cap Neutral
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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