Sundaram Multi Cap Fund (IDCW-H) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram Multi Cap Fund (IDCW-H) (628) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Multi Cap Fund (IDCW-H)
Sundaram Asset Management Company Ltd
The primary investment objective of the Fund is to achieve long-term capital appreciation.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Sundaram Multi Cap Fund (IDCW-H) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| 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 | Telecom-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% |
Sector Breakdown
Compare against Multi Cap Fund category average
Performance Summary
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
Sundaram Multi Cap Fund (IDCW-H) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Multicap Fund - Direct (G) | ₹897.43 | 14.97% | -2.69% | 21.04% |
| ICICI Pru Multicap Fund - (G) | ₹802.66 | 14.51% | -3.46% | 20.04% |
| Quant Multi Cap Fund - Direct (G) | ₹683.55 | 13.06% | -14.66% | 13.21% |
| Quant Multi Cap Fund (G) | ₹625.40 | 12.41% | -15.64% | 11.93% |
| Sundaram Multi Cap Fund - Direct (G) | ₹436.92 | 18.12% | -0.22% | 17.40% |
| Sundaram Multi Cap Fund (G) | ₹391.48 | 17.50% | -1.27% | 16.12% |
| Nippon India Multi Cap Fund - Direct (G) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Nippon India Multi Cap Fund - Direct (B) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Baroda BNP Paribas Multi Cap Fund-Dir (G) | ₹325.75 | 16.86% | -1.21% | 20.35% |
| Nippon India Multi Cap Fund (G) | ₹303.91 | 19.92% | 0.26% | 22.86% |
Category Average Returns
Ratish Varier
A seasoned investment professional with over 25 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.