41
Multi CapAvoid
Sundaram Multi Cap
Sundaram · Direct–Growth · rank #22 of 32 by Smart Score
Data updated
Trailing returns
1 Year
5.3%
+2.2% vs index
3 Years
14.2%
+2.6% vs index
5 Years
12.7%
+2.3% vs index
Since launch
15.7%
Year-by-year performance
2019
+17.3%—
2020
+17.4%—
2021
+31.2%+0.6% vs index
2022
+4.8%+1.0% vs index
2023
-2.2%-28.7% vs index
Why this score
Sundaram Multi Cap scores 41/100 — #22 of 32 Multi Cap fund (Avoid). It stands out for sharpe ratio and sortino ratio — beating 97% of peers on sharpe ratio. The main drag is its 5y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
5Y return12.66% · 17th percentile in category
Sharpe ratio0.95 · 97th percentile in category
Sortino ratio1.31 · 98th percentile in category
Alpha-5.02 · 5th percentile in category
Expense ratio1.34% · 11th percentile in category
3Y return14.15% · 34th percentile in category
Top holdings
1.Larsen & Toubro Ltd3.04%
2.Reliance Industries Ltd2.85%
3.ICICI Bank Ltd2.72%
4.Kotak Mahindra Bank Ltd2.68%
5.Kirloskar Oil Engines Ltd2.54%
77 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.