Sundaram Multi Cap Fund
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Growthvine rating: 2/5 — ranked #21 of 35 in category.
Fund basics
| Category | Equity: Multi Cap |
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| NAV | ₹356.45 (as of 2026-10-23) |
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| AUM | ₹2,901 Cr |
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| Expense ratio | 1.68% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| Sharpe ratio | 0.35 |
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| Standard deviation | 16.27% |
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| Max drawdown | −19.86% |
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| Alpha | 2.74 |
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| Beta | 0.93 |
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Over 5 years, captured 91.8% of NIFTY500 Multicap 50:25:25's upside and 95.9% of its downside.
Market cap allocation
| Large cap | 37.2% |
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| Mid cap | 28.4% |
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| Small cap | 34.5% |
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Concentration
| Top 5 holdings | 14.0% |
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| Top 10 holdings | 25.5% |
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| Total holdings | 75 |
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| Index overlap | 28.6% |
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| Active share | 71.4% |
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Top holdings
- Larsen & Toubro Limited — 3.0%
- ICICI Bank Ltd. — 2.8%
- Kirloskar Oil Engines Limited — 2.8%
- One 97 Communications Limited — 2.7%
- Reliance Industries Ltd — 2.7%
- TREPS — 2.6%
- AXIS Bank Ltd. — 2.6%
- InterGlobe Aviation Limited — 2.5%
- Kalyan Jewellers India Limited — 2.2%
- Eternal Limited — 2.2%
Top sectors
- Banking & Financial — 14.4%
- Finance & Investments — 9.5%
- Software & Services — 6.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −8.7% | Q4 (Bottom) | #32 of 34 |
| 2025 | 4.6% | Q2 | #10 of 31 |
| 2024 | 19.5% | Q4 (Bottom) | #21 of 24 |
| 2023 | 31.1% | Q3 | #11 of 17 |