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sundaram multi cap fund-direct plan - option
Sundaram Multi Cap Fund-Direct Plan - Option

Sundaram Multi Cap Fund-Direct Plan - Option

  • Very High Risk
  • Equity
  • Multi-Cap
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NAV as on Jul 2, 2025
i
Price per unit of the scheme.
₹ 425.6470-0.21%1 Day Change
3.05%
Minimum Investment₹100
Expense Ratio0.96%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Multi Cap Fund-Direct Plan - Option
VS
Equity: Multi-Cap Average NAV
    Topper in Equity: Multi-Cap
    Motilal Oswal Multi Cap Fund Direct Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Multi Cap Fund-Direct Plan - Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty 500 Multicap 50:25:25 TR INR
    Expense Ratio
    0.96%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 2,773.02 Cr(As on May, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    56.00 %
    Exit Load
    Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

    Sundaram Multi Cap Fund-Direct Plan - Option is an Equity - Multi-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 02, 2025 is ₹425.65. Its expense ratio is 0.96 %. The fund has an AUM of ₹2,773.02 Cr.The fund is managed byRatish Varier,Sudhir Kedia.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank11Out of 14
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM₹ 13,201.56 Cr
    • Highest Return In 1 Yr9.64 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 235.51
    2.93%
    3.34%
    Very High Risk
    ₹1,487.52Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.02
    2.87%
    3.05%
    Very High Risk
    ₹3,396.32Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 179.98
    4.24%
    3.37%
    Very High Risk
    ₹1,080.96Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 235.51
    • Fund Size₹1,487.52Cr
    Fund Return2.93%
    Category Return3.34%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.02
    • Fund Size₹3,396.32Cr
    Fund Return2.87%
    Category Return3.05%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 179.98
    • Fund Size₹1,080.96Cr
    Fund Return4.24%
    Category Return3.37%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ratish Varier
    Ratish Varier
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed5
    • Total AUM₹ 18,512.04 Cr
    • Highest Return In 1 Yr8.97 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,517.38
    2.97%
    4.45%
    Very High Risk
    ₹12,344.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 107.76
    2.67%
    -%
    Very High Risk
    ₹1,548.26Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 425.65
    3.05%
    3.40%
    Very High Risk
    ₹2,773.02Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,517.38
    • Fund Size₹12,344.49Cr
    Fund Return2.97%
    Category Return4.45%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 107.76
    • Fund Size₹1,548.26Cr
    Fund Return2.67%
    Category Return--
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 425.65
    • Fund Size₹2,773.02Cr
    Fund Return3.05%
    Category Return3.40%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (95.73%)
    DEBT (-%)
    CASH (4.27%)
    Allocation by Market Cap
    Large Cap(42.79%)
    Mid Cap(24.83%)
    Small Cap(27.42%)
    Industry Holdings
    • Banks Regional21.56%
    • Information Technology Services7.17%
    • Oil Gas Refining Marketing6.07%
    • Household Personal Products4.89%
    • Drug Manufacturers Specialty Generic4.58%
    • Diversified Industrials4.08%
    Stock Holdings
    • HDFC Bank Ltd5.42%
    • ICICI Bank Ltd4.81%
    • Reliance Industries Ltd4.05%
    • Larsen & Toubro Ltd3.51%
    • Axis Bank Ltd3.32%
    • Kotak Mahindra Bank Ltd3.25%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.78
      This Fund
      VS
      3.28
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.08
      This Fund
      VS
      89.67
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.96
      This Fund
      VS
      0.98
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.10
      This Fund
      VS
      1.19
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.88
      This Fund
      VS
      2.05
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.05
      This Fund
      VS
      14.50
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Mahindra Manulife Multi Cap Fund Direct Plan GrowthMahindra Manulife Multi Cap Fund Direct Plan Growth
    ₹ 41.92
    5.62%
    3.74%
    Very High Risk
    ₹ 5,408.48 Cr
    Bank of India Multi Cap Fund Direct GrowthBank of India Multi Cap Fund Direct Growth
    --
    ₹ 18.40
    4.49%
    3.74%
    Very High Risk
    ₹ 856.84 Cr
    Union Multicap Fund Direct GrowthUnion Multicap Fund Direct Growth
    --
    ₹ 16.52
    4.10%
    3.74%
    Very High Risk
    ₹ 1,065.00 Cr
    Aditya Birla Sun Life Multi-Cap Fund Direct GrowthAditya Birla Sun Life Multi-Cap Fund Direct Growth
    --
    ₹ 21.04
    3.90%
    3.40%
    Very High Risk
    ₹ 6,321.13 Cr
    HDFC Multi Cap Fund Direct GrowthHDFC Multi Cap Fund Direct Growth
    --
    ₹ 20.14
    3.84%
    3.74%
    Very High Risk
    ₹ 17,620.15 Cr
    Canara Robeco Multi Cap Fund Direct GrowthCanara Robeco Multi Cap Fund Direct Growth
    --
    ₹ 15.12
    3.70%
    3.40%
    Very High Risk
    ₹ 4,283.66 Cr
    Mahindra Manulife Multi Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 41.92
    • Fund Size₹ 5,408.48 Cr
    Fund Return5.62%
    Category Return3.74%
    Bank of India Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.40
    • Fund Size₹ 856.84 Cr
    Fund Return4.49%
    Category Return3.74%
    Union Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.52
    • Fund Size₹ 1,065.00 Cr
    Fund Return4.10%
    Category Return3.74%
    Aditya Birla Sun Life Multi-Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.04
    • Fund Size₹ 6,321.13 Cr
    Fund Return3.90%
    Category Return3.40%
    HDFC Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.14
    • Fund Size₹ 17,620.15 Cr
    Fund Return3.84%
    Category Return3.74%
    Canara Robeco Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.12
    • Fund Size₹ 4,283.66 Cr
    Fund Return3.70%
    Category Return3.40%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Sundaram Focused Fund- Direct Plan - Growth OptionSundaram Focused Fund- Direct Plan - Growth Option
    ₹ 179.98
    4.24%
    3.37%
    Very High Risk
    ₹ 1,080.96 Cr
    Sundaram Services Direct GrowthSundaram Services Direct Growth
    --
    ₹ 38.69
    4.20%
    --
    Very High Risk
    ₹ 4,161.11 Cr
    Sundaram Global Brand Fund Direct Plan Growth OptionSundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 37.87
    4.14%
    --
    Very High Risk
    ₹ 117.67 Cr
    Sundaram large and Mid Cap - Direct Plan - Growth OptionSundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 96.13
    3.43%
    4.03%
    Very High Risk
    ₹ 6,671.01 Cr
    Sundaram Nifty 100 Equal Wgt Dir GrSundaram Nifty 100 Equal Wgt Dir Gr
    ₹ 185.29
    3.19%
    --
    Very High Risk
    ₹ 106.22 Cr
    Sundaram Infrastructure Advantage Fund Direct GrowthSundaram Infrastructure Advantage Fund Direct Growth
    ₹ 103.15
    3.17%
    3.70%
    Very High Risk
    ₹ 951.58 Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 179.98
    • Fund Size₹ 1,080.96 Cr
    1 Month Return4.24%
    Category Return3.37%
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 38.69
    • Fund Size₹ 4,161.11 Cr
    1 Month Return4.20%
    Category Return--
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 37.87
    • Fund Size₹ 117.67 Cr
    1 Month Return4.14%
    Category Return--
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.13
    • Fund Size₹ 6,671.01 Cr
    1 Month Return3.43%
    Category Return4.03%
    Sundaram Nifty 100 Equal Wgt Dir Gr
    Very High Risk
    • NAV₹ 185.29
    • Fund Size₹ 106.22 Cr
    1 Month Return3.19%
    Category Return--
    Sundaram Infrastructure Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 103.15
    • Fund Size₹ 951.58 Cr
    1 Month Return3.17%
    Category Return3.70%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 70,114.37 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    customer@principalindia.com
    aum
    AUM
    ₹ 70,114.37 Cr (
    As on May 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Multi Cap Fund-Direct Plan - Option ?
    The category of Sundaram Multi Cap Fund-Direct Plan - Option is Equity - Multi-Cap
    What is the current NAV of Sundaram Multi Cap Fund-Direct Plan - Option ?
    The current NAV of Sundaram Multi Cap Fund-Direct Plan - Option as on Jul 02, 2025 is ₹425.65
    How safe is Sundaram Multi Cap Fund-Direct Plan - Option ?
    The risk level of Sundaram Multi Cap Fund-Direct Plan - Option is Very High.
    What are short term returns given by Sundaram Multi Cap Fund-Direct Plan - Option ?
    The return given by Sundaram Multi Cap Fund-Direct Plan - Option in 1 month is 3.05%, 3 months is 10.81%, 6 months is 1.36%, and 1 year is 4.83%
    What are the long term returns given by Sundaram Multi Cap Fund-Direct Plan - Option ?
    The return given by Sundaram Multi Cap Fund-Direct Plan - Option in 3 years is 23.14% and 5 years is 25.99%.
    What is the expense ratio of Sundaram Multi Cap Fund-Direct Plan - Option ?
    The expense ratio of Sundaram Multi Cap Fund-Direct Plan - Option is 0.96%
    What is the AUM of Sundaram Multi Cap Fund-Direct Plan - Option ?
    The assets under Management (AUM) of Sundaram Multi Cap Fund-Direct Plan - Option is Rs 2,773.02 crores.
    What is the minimum investment in Sundaram Multi Cap Fund-Direct Plan - Option ?
    The minimum Lumpsum investment in Sundaram Multi Cap Fund-Direct Plan - Option is ₹100.00 and the minimum SIP investment in Sundaram Multi Cap Fund-Direct Plan - Option is ₹100.00
    What is the asset allocation of Sundaram Multi Cap Fund-Direct Plan - Option?
    Sundaram Multi Cap Fund-Direct Plan - Option has an exposure of 95.73% in Equity and 4.27% in Cash & Money Market Securities

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