Sundaram Multi Cap Fund
The fund maintains a defensive financial sector tilt with banks representing 18.5% of the portfolio, signaling conviction in stable, dividend-yielding businesses amid economic uncertainty. The manager's significant cash raise to 5% and substantial increase in overnight liquidity instruments suggest caution about near-term valuations despite retaining core quality names. Recent additions of cyclical plays like Coal India and Apollo Hospitals indicate selective positioning for selective recovery while trimming loss-making or momentum-driven positions, reflecting a balanced opportunistic stance.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹365.6964 | -0.14% | -1.18% | +14.75% | — |
Portfolio Metrics(latest month)
vs Category Peers
Active Stock PickerActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Axis Bank Ltd | 1.36% |
| Apollo Hospitals Enterprise Ltd | 0.75% |
| Coal India Ltd | 0.51% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | HDFC Bank Ltd INE040A01034 | 4.95% |
| 2 | TREPS | 4.84% |
| 3 | ICICI Bank Ltd INE090A01021 | 4.05% |
| 4 | Reliance Industries Ltd INE002A01018 | 3.31% |
| 5 | Larsen & Toubro Ltd INE018A01030 | 3.29% |
| 6 | Kotak Mahindra Bank Ltd INE237A01036 | 3.28% |
| 7 | Bharti Airtel Ltd INE397D01024 | 3.25% |
| 8 | Mahindra & Mahindra Financial Services Ltd INE774D01024 | 2.13% |
| 9 | Kirloskar Oil Engines Ltd INE146L01010 | 2.09% |
| 10 | TVS Holdings Ltd INE105A01035 | 2.00% |
| 11 | Bharat Electronics Ltd INE263A01024 | 1.97% |
| 12 | Mahindra & Mahindra Ltd INE101A01026 | 1.96% |
| 13 | Brigade Enterprises Ltd INE791I01019 | 1.90% |
| 14 | Affle (India) Ltd INE00WC01027 | 1.78% |
| 15 | Jyothy Laboratories Ltd INE668F01031 | 1.77% |
| 16 | Indian Bank INE562A01011 | 1.73% |
| 17 | DCB Bank Ltd INE503A01015 | 1.66% |
| 18 | Jubilant Foodworks Ltd INE797F01020 | 1.66% |
| 19 | HCL Technologies Ltd INE860A01027 | 1.62% |
| 20 | Fortis Health Care Ltd INE061F01013 | 1.58% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Multi Cap Fund hold?
Sundaram Multi Cap Fund holds 63 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 18.88% of NAV.
What is the largest holding in Sundaram Multi Cap Fund?
The largest position in Sundaram Multi Cap Fund is HDFC Bank Ltd, accounting for 4.95% of NAV in the Banks sector.
Is Sundaram Multi Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.275, Sundaram Multi Cap Fund is well-diversified. The HHI concentration index is 18,831 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 18.88% of the portfolio.
What is the market cap allocation of Sundaram Multi Cap Fund?
Based on SEBI's AMFI classification, Sundaram Multi Cap Fund's equity portfolio is split as: Large Cap: 38.81%, Mid Cap: 25.96%, Small Cap: 26.93%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Multi Cap Fund invest in most?
Sundaram Multi Cap Fund has the highest allocation to Banks (18.46%), Industrial Products (6.39%), Auto Components (4.93%). The fund is invested across 34 sectors in total.
How actively managed is Sundaram Multi Cap Fund compared to other Multi Cap Fund funds?
Sundaram Multi Cap Fund has an Active Share of 67.05%, classifying it as "Active Stock Picker" among 30 Multi Cap Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Sundaram Multi Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Multi Cap Fund added 3 new stocks (including Axis Bank Ltd) and exited 5 stocks (including Dixon Technologies (India) Ltd). Total holding count decreased from 67 to 65 stocks.