Sundaram Multi Cap Fund (IDCW) is designed for investors seeking diversified equity exposure across various market capitalizations. This fund aims to generate long-term capital appreciation by investing in a mix of large, mid, and small-cap stocks. It is ideal for individuals looking to balance risk and return while benefiting from India's growth potential. With a strong management team and a disciplined investment approach, this fund is a reliable choice for wealth creation over time.

Diversified investment across large, mid, and small-cap stocks
Focus on long-term capital appreciation
Managed by experienced professionals
Suitable for risk-conscious investors
Aligns with India's economic growth trajectory

Investment Thesis

Sundaram Multi Cap Fund offers a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. These factors position it well for long-term capital appreciation, making it a suitable choice for retail investors seeking diversified exposure.

Strong backing from a reputable promoter group enhances investor confidence.
Significant growth potential in digital services sector, driving future returns.
Attractive valuation metrics compared to similar funds, offering better entry points.
Diversified portfolio mitigates risk while capturing growth across sectors.
Consistent performance track record supports investment reliability.

Opportunity vs Risk

Opportunities

Diversified investment across sectors
Potential for high long-term returns
Strong fund management team
Access to mid and small caps

Risks ⚠️

Market volatility impacts returns
High expense ratio
Performance depends on market conditions
Regulatory changes affecting funds

Peer Perspective

Sundaram Multi Cap Fund is currently trading at a slight premium compared to peers like Axis Multicap Fund and Kotak Equity Fund. A rerating could occur if it demonstrates consistent margin stability and accelerated growth.

📊 Stock Investment Checklist (100 Points)

Sundaram Multi Cap Fund(IDCW) • Updated: 2025-10-01 07:20:31

10

Business
High

The fund operates in a diversified multi-cap sector, which is future-ready with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, with healthy operating cash flow.
8

Valuation
High

Valuation metrics are reasonable compared to peers, but some concerns on P/E ratios.
7

Balance
High

Debt levels are manageable with adequate liquidity and reserves.
6

Governance
Good

Promoter holding is strong, but there are minor concerns regarding disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain due to market volatility.
5

Technicals
Good

Market sentiment is mixed with moderate liquidity and price action.

Final Score & Verdict

Score 68 / 100 • Decent

The Sundaram Multi Cap Fund shows a decent investment potential with consistent growth and profitability metrics, but investors should be cautious of market volatility and governance concerns.