Sundaram Multi Cap Fund Direct Growth

Sundaram Multi Cap Fund Direct Growth

Equity
Multi Cap
Very High Risk
+18.63%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹425.77
Min. SIP amount
₹100
Fund size
₹2,907.68 Cr
Expense ratio
0.88%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,839
+8.06%
3 years₹1,80,000₹2,33,728
+29.85%
5 years₹3,00,000₹4,72,672
+57.56%
10 years₹6,00,000₹15,02,271
+150.38%

Holdings (72)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.92%
ICICI Bank Ltd.FinancialEquity5.07%
Larsen & Toubro Ltd.ConstructionEquity4.18%
Kotak Mahindra Bank Ltd.FinancialEquity4.03%
Bharti Airtel Ltd.CommunicationEquity3.27%
Reliance Industries Ltd.EnergyEquity3.20%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.76%
DCB Bank Ltd.FinancialEquity2.32%
Mahindra & Mahindra Ltd.AutomobileEquity2.05%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.99%
Affle 3I Ltd.TechnologyEquity1.99%
Kei Industries Ltd.Capital GoodsEquity1.91%
Brigade Enterprises Ltd.ConstructionEquity1.87%
TVS Holdings Ltd.AutomobileEquity1.87%
Indian BankFinancialEquity1.84%
HCL Technologies Ltd.TechnologyEquity1.83%
Jubilant FoodWorks Ltd.ServicesEquity1.82%
Bharat Electronics Ltd.Capital GoodsEquity1.76%
Jyothy Labs Ltd.Consumer StaplesEquity1.71%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.71%
Craftsman Automation Ltd.AutomobileEquity1.69%
Cummins India Ltd.Capital GoodsEquity1.65%
JK Cement Ltd.ConstructionEquity1.61%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.56%
Ultratech Cement Ltd.ConstructionEquity1.56%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.45%
Fortis Healthcare Ltd.HealthcareEquity1.44%
Coforge Ltd.TechnologyEquity1.44%
Tata Power Company Ltd.EnergyEquity1.43%
Marico Ltd.Consumer StaplesEquity1.43%
RateGain Travel Technologies Ltd.TechnologyEquity1.39%
Info Edge (India) Ltd.ServicesEquity1.38%
Chalet Hotels Ltd.ServicesEquity1.25%
Devyani International Ltd.ServicesEquity1.23%
360 One Wam Ltd.FinancialEquity1.21%
APL Apollo Tubes Ltd.Metals & MiningEquity1.20%
Metropolis Healthcare Ltd.HealthcareEquity1.16%
Britannia Industries Ltd.Consumer StaplesEquity1.12%
Bajaj Finserv Ltd.FinancialEquity1.11%
Lupin Ltd.HealthcareEquity1.10%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity1.08%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity1.08%
LIC Housing Finance Ltd.FinancialEquity1.04%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.04%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.96%
PB Fintech Ltd.ServicesEquity0.94%
United Breweries Ltd.Consumer StaplesEquity0.92%
Hindustan Unilever Ltd.Consumer StaplesEquity0.90%
Gland Pharma Ltd.HealthcareEquity0.86%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.79%
PI Industries Ltd.ChemicalsEquity0.70%
Go Fashion (India) Ltd.ServicesEquity0.68%
Ion Exchange (India) Ltd.Capital GoodsEquity0.66%
Interglobe Aviation Ltd.ServicesEquity0.62%
Seshaasai Technologies Ltd.ServicesEquity0.59%
Blue Star Ltd.Consumer DiscretionaryEquity0.54%
SKF India Ltd.Capital GoodsEquity0.52%
Tega Industries Ltd.Metals & MiningEquity0.45%
BSE Ltd.ServicesEquity0.29%
Cyient Ltd.TechnologyEquity0.29%
Schaeffler India Ltd.Capital GoodsEquity0.28%
GE Vernova T&D India LtdCapital GoodsEquity0.27%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.15%
Chennai Super Kings Ltd.ServicesEquity0.03%
Kwality Walls India Ltd.Consumer StaplesEquity0.02%
Crescent Finstock Ltd.FinancialEquity0.00%
Noble Brothers Impex Ltd.Consumer StaplesEquityNA
Mukerian Papers Ltd.Consumer StaplesEquityNA
Balmer Lawrie Freight Containers Ltd.ServicesEquityNA
Virtual Dynamics Software Ltd.TechnologyEquityNA
Sangam Health Care Products Ltd.HealthcareEquityNA
Precision Fasteners Ltd.Capital GoodsEquityNA
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.6%+18.0%+16.3%+16.1%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)115----

Exit load, stamp duty and tax

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Kotak Multicap Fund Direct Growth
Kotak Multicap Fund Direct Growth
+10.93%+24.89%23,057.25
Axis Multicap Fund Direct Growth
Axis Multicap Fund Direct Growth
+4.41%+23.55%9,270.66
Nippon India Multi Cap Fund Direct Growth
Nippon India Multi Cap Fund Direct Growth
+6.06%+21.66%50,352.17
HDFC Multi Cap Fund Direct Growth
HDFC Multi Cap Fund Direct Growth
+5.26%+20.62%19,884.94
ICICI Prudential Multicap Fund Direct Plan Growth
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+6.95%+20.37%16,263.09
Compare

Fund management

RV
Ratish Varier
Jan 2022 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

About Sundaram Multi Cap Fund Direct Growth

Sundaram Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ratish Varier is the Current Fund Manager of Sundaram Multi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹425.77. The Sundaram Multi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. ;

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Fund benchmarkNifty 500 Multicap 50:25:25 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,