Sundaram Multi Cap Fund G

Sundaram Multi Cap Fund(G)

Equity Multi Cap Rating :

₹ 394.73

NAV
Updated: 07 Nov 2025

Fund House

Fund Manager
Ratish Varier
Fund Benchmark
Nifty500 Multicap 50:25:25 - TRI
Total AUM
₹ 2,828.70 Cr
Expense Ratio
1.99
52 Week High
₹ 398.33
52 Week Low
₹ 323.21

Fund Verdict

Neutral

Advance Ratios

P/E Ratio398.33
P/B Ratio3.62
Sharpe0.27
Turnover Ratio56.70
Alpha-0.01
Beta0.90
Sortino0.53
Standard Deviation12.54

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 2.65% 3.94% 11.01% 6.34%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 19.78% 17.63% 22.55% 15.45%

Market Cap Distribution

  • Large Cap
    38.93 %
  • Mid Cap
    28.00 %
  • Small Cap
    29.97 %
Avg Market Cap
₹ 1,04,445.00
(In Crore)

Peer Information

Equity Multi Cap Neutral
1Y Returns 13.89%
3Y Returns
AUM ₹4,310.10 Cr
NAV ₹13.73
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 10.20%
3Y Returns 21.64%
AUM ₹23,533.00 Cr
NAV ₹238.42
Buy Now
Equity Multi Cap Neutral
1Y Returns 9.93%
3Y Returns
AUM ₹2,405.40 Cr
NAV ₹15.53
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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