43
Multi CapAvoid
Sundaram Multi Cap
Sundaram · Direct–Growth · rank #21 of 32 by Smart Score
Data updated
Trailing returns
1 Year
1.4%
+3.5% vs index
3 Years
13.0%
+3.2% vs index
5 Years
12.0%
+2.5% vs index
Since launch
15.6%
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 43/100 — #21 of 32 Multi Cap fund (Avoid). It stands out for sharpe ratio and sortino ratio — beating 95% of peers on sharpe ratio. The main drag is its 5y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Sharpe ratio0.95 · 95th percentile in category
5Y return12.02% · 28th percentile in category
Sortino ratio1.31 · 98th percentile in category
Alpha-5.02 · 5th percentile in category
Expense ratio1.30% · 11th percentile in category
3Y return13.02% · 34th percentile in category
Top holdings
1.Larsen & Toubro Ltd3.03%
2.Kotak Mahindra Bank Ltd2.8%
3.Reliance Industries Ltd2.7%
4.ICICI Bank Ltd2.67%
5.One 97 Communications Ltd2.64%
78 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.