Sundaram Multi Cap Fund-Growth
Equity
Multi Cap
₹0.92% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
2 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2807 Cr
- Created on3 Oct 2000
Fund Ranking
#15
/ 19 in Multi Cap
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-1.5%
- 1 Year1.4%
- 3 Year (CAGR)14.3%
- All Time (CAGR)15.0%
Category Return
- 6 Month2.4%
- 1 Year3.1%
- 3 Year (CAGR)16.4%
- All Time (CAGR)-
Asset Allocation
- Equity97.3%
- Other2.7%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility1.04%
- Apollo Hospitals Enterprise1.50%
- Apollo Tyres0.52%
- Bajaj Electricals0.13%
- Bank of India0.98%
Fund Information
- Expense Ratio2.66%
- Exit LoadFor units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Sudhir Kedia
Jan 2022 - Present
Ratish Varier
Jan 2022 - Present
Bharath S
Feb 2026 - Present
Shalav Saket
Dec 2025 - Present
Rohit Seksaria
May 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.56 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.91 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.61 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.94