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 #18 of 34 in category.
Fund basics
| Category | Equity: Multi Cap |
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| NAV | ₹371.29 (as of 2026-10-01) |
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| AUM | ₹3,070 Cr |
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| Expense ratio | 1.67% |
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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 | 0.53 |
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| Standard deviation | 15.78% |
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| Max drawdown | −19.86% |
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| Alpha | 2.74 |
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| Beta | 0.92 |
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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 | 36.4% |
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| Mid cap | 28.4% |
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| Small cap | 35.2% |
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Concentration
| Top 5 holdings | 13.8% |
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| Top 10 holdings | 24.8% |
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| Total holdings | 77 |
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| Index overlap | 29.5% |
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| Active share | 70.5% |
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Top holdings
- Larsen & Toubro Limited — 3.0%
- Kotak Mahindra Bank Ltd. — 2.8%
- Reliance Industries Ltd — 2.7%
- ICICI Bank Ltd. — 2.7%
- One 97 Communications Limited — 2.6%
- TREPS — 2.5%
- Kirloskar Oil Engines Limited — 2.4%
- Kalyan Jewellers India Limited — 2.2%
- InterGlobe Aviation Limited — 2.2%
- Eternal Limited — 2.1%
Top sectors
- Banking & Financial — 15.0%
- Finance & Investments — 9.2%
- Automobile — 6.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −4.9% | Q4 (Bottom) | #31 of 34 |
| 2025 | 4.6% | Q2 | #10 of 31 |
| 2024 | 19.5% | Q4 (Bottom) | #21 of 24 |
| 2023 | 31.1% | Q3 | #11 of 17 |