39
Multi CapAvoid
Sundaram Multi Cap
Sundaram · Direct–Growth · rank #27 of 33 by Smart Score
Data updated
Trailing returns
1 Year
-3.6%
+1.1% vs index
3 Years
11.4%
+2.0% vs index
5 Years
9.7%
+1.8% vs index
Since launch
15.1%
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 39/100 — #27 of 33 Multi Cap fund (Avoid). It stands out for sharpe ratio and sortino ratio — beating 98% of peers on sharpe ratio. The main drag is its 5y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
5Y return9.67% · 15th percentile in category
Sharpe ratio0.95 · 98th percentile in category
3Y return11.39% · 24th percentile in category
Sortino ratio1.31 · 98th percentile in category
Alpha-5.02 · 5th percentile in category
Expense ratio1.27% · 11th percentile in category
Top holdings
1.Larsen & Toubro Ltd2.98%
2.ICICI Bank Ltd2.83%
3.Kirloskar Oil Engines Ltd2.75%
4.One 97 Communications Ltd2.73%
5.Reliance Industries Ltd2.66%
76 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.