Comprehensive analysis of Sundaram Multi Cap Fund - Direct (IDCW-H) (16281) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
The primary investment objective of the Fund is to achieve long-term capital appreciation.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 6.08% |
| ICICI Bank Ltd | Banks | 4.81% |
| TREPS | Debt Others | 4.08% |
| Kotak Mahindra Bank Ltd | Banks | 3.91% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.60% |
| Reliance Industries Ltd | Refineries | 3.39% |
| Bharti Airtel Ltd | Telecomm-Service | 2.50% |
| Affle 3i Ltd | IT - Software | 2.28% |
| Amber Enterprises India Ltd | Consumer Durables | 2.11% |
| J K Cements Ltd | Cement | 2.06% |
Compare against Multi Cap Fund category average
This comparison shows how the fund performs relative to the Multi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Multi Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Multicap Fund - Direct (G) | ₹876.90 | 14.97% | -2.69% | 21.04% |
| ICICI Pru Multicap Fund - (G) | ₹785.02 | 14.51% | -3.46% | 20.04% |
| Quant Multi Cap Fund - Direct (G) | ₹662.02 | 13.06% | -14.66% | 13.21% |
| Quant Multi Cap Fund (G) | ₹606.49 | 12.41% | -15.64% | 11.93% |
| Sundaram Multi Cap Fund - Direct (G) | ₹424.58 | 18.12% | -0.22% | 17.40% |
| Sundaram Multi Cap Fund (G) | ₹380.88 | 17.50% | -1.27% | 16.12% |
| Nippon India Multi Cap Fund - Direct (G) | ₹329.10 | 20.40% | 1.07% | 23.82% |
| Nippon India Multi Cap Fund - Direct (B) | ₹329.10 | 20.40% | 1.07% | 23.82% |
| Baroda BNP Paribas Multi Cap Fund-Dir (G) | ₹320.60 | 16.86% | -1.21% | 20.35% |
| Nippon India Multi Cap Fund (G) | ₹299.62 | 19.92% | 0.26% | 22.86% |
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