Sundaram Multi Cap Fund Direct Growth

Equity
Multi Cap
Very High Risk
+19.16%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Nov 2025
₹441.76
Rating
2
Min. SIP amount
₹100
Fund size
₹2,927.98Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (72)

NameSectorInstrumentAssets
FinancialEquity6.85%
FinancialEquity5.05%
ConstructionEquity4.10%
FinancialEquity3.82%
CommunicationEquity3.17%
EnergyEquity3.01%
FinancialEquity2.23%
FinancialEquity2.22%
FinancialEquity2.11%
TechnologyEquity2.06%
HealthcareEquity2.05%
AutomobileEquity2.04%
Capital GoodsEquity2.03%
ConstructionEquity1.94%
ServicesEquity1.93%
AutomobileEquity1.92%
EnergyEquity1.89%
Capital GoodsEquity1.86%
Consumer DiscretionaryEquity1.80%
ConstructionEquity1.79%
Consumer StaplesEquity1.79%
TechnologyEquity1.72%
Capital GoodsEquity1.69%
Capital GoodsEquity1.61%
ConstructionEquity1.57%
EnergyEquity1.51%
TechnologyEquity1.51%
AutomobileEquity1.46%
ServicesEquity1.42%
Consumer StaplesEquity1.36%
Capital GoodsEquity1.35%
ServicesEquity1.35%
ServicesEquity1.33%
TechnologyEquity1.28%
HealthcareEquity1.18%
Metals & MiningEquity1.12%
Consumer StaplesEquity1.11%
FinancialEquity1.10%
FinancialEquity1.08%
Consumer StaplesEquity1.08%
HealthcareEquity1.01%
Consumer StaplesEquity1.01%
FinancialEquity0.97%
HealthcareEquity0.95%
Consumer StaplesEquity0.95%
AutomobileEquity0.94%
ServicesEquity0.91%
SKF India (Industrial) Ltd.
Capital GoodsEquity0.81%
Consumer DiscretionaryEquity0.80%
Consumer DiscretionaryEquity0.78%
ServicesEquity0.78%
ChemicalsEquity0.76%
ServicesEquity0.74%
ServicesEquity0.68%
Capital GoodsEquity0.64%
Capital GoodsEquity0.64%
Metals & MiningEquity0.45%
HealthcareEquity0.40%
Capital GoodsEquity0.31%
ServicesEquity0.28%
Capital GoodsEquity0.26%
ServicesEquity0.20%
TechnologyEquity0.19%
AutomobileEquity0.13%
Chennai Super Kings Ltd.
ServicesEquity0.03%
FinancialEquity0.00%
Noble Brothers Impex Ltd.
Consumer StaplesEquity0.00%
Consumer StaplesEquity0.00%
Balmer Lawrie Freight Containers Ltd.
ServicesEquity0.00%
Virtual Dynamics Software Ltd.
TechnologyEquity0.00%
HealthcareEquity0.00%
Capital GoodsEquity0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.7%19.2%21.4%16.6%
Category average6.5%19.3%NANA
Rank with in category712NANA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
4
11.1%25.3%21,541.46
4
8.8%24.0%9,099.31
5
8.2%23.3%49,313.70
4
8.3%22.5%19,732.03
4
7.7%20.9%16,067.20

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Multi Cap

Pros

Lower expense ratio: 0.93%
1Y annualised returns higher than category average by 4.23%

Cons

3Y annualised returns lower than category average by 0.13%
Low rating: 2

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